Managing user access policies

A user access policy specifies a resource, an access role, and the users who can access that resource. You can create different user access policies depending on the roles and users.

To create a user access policy:

Note: Scorecard user access policies take priority over objective and initiative user access policies. If you revoke a user's access to the scorecard, the user's access to objectives and initiatives is automatically revoked. If you revoke access to an objective with associated initiatives, access is automatically revoked from the associated initiatives.

Select the User Access Policy tab.
Click New User Access Policy.
Select the access role from the Access list.
Click Find Person to specify a user or group for the user access policy.
From the Permission list, select Grant to permit user access or Revoke to prevent user access.
Note: You cannot override an inherited user access policy that revokes access. If you create a user access policy that grants access for which an inherited policy revokes access, your policy will be inactive until an administrator removes the revoke policy.
Click OK to save the user access policy, or click Cancel to discard the policy.
Click Done to return to the Scorecard.

To edit a user access policy:

Select the User Access Policy tab.
In the User Access Policy table, click the beside the name of the user access policy that you want to edit.
Edit the users and permissions.
Click OK to save the user access policy, or click Cancel to discard the changes.
Click Done to return to the Scorecard.

To delete a user access policy:

Select the User Access Policy tab.
In the User Access Policy table, click the beside the name of the user access policy that you want to delete.
Click OK to confirm the deletion, or click Cancel to keep the user access policy.
Click Done to return to the Scorecard.