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A
agarr10-Marble
10-Marble
March 31, 2022
Question

Product Roles allowed to edit plan and Team but not Product Manager and not Set State

  • March 31, 2022
  • 2 replies
  • 3788 views

I would like to know if there is some ability like an ACL (hopefully OOTB) that I can have users as a different role than Product Manager but still be able to add or adjust tasks in the plan, and adjust Team members as necessary, but not full access such as is granted with Product Manager. I specifically want to avoid the Set State option for roles, but it is granted as full under Product Manager. Any ideas? 

2 replies

M
22-Sapphire I
MikeLockwood22-Sapphire I
22-Sapphire I
March 31, 2022

In any given Product / Library, one can change the Manager Role's permission from "All" to selected permissions.

Alternative: Can create an additional context Team Role and assign user(s) to that Role. Assign to the Role.

 

For either the Manager or new Role, specifically assign Set State, etc.  Have to either choose WTObject or specific object types to set state on.  There are multiple "Team" objects - have to ensure that you have an ACL against the correct one.

 

If this works and is useful in all Products / Libaries, you'll need to configure in each manually.  Remember to update the Product / Library templates to include these for future.

 

Note: Configure actions for roles can also be used. Only downside on this is that there is no real way to see what you've changed vs. the OTB condition but worth looking at closely instead of above.

 

    A
    agarr10-MarbleAuthor
    10-Marble
    April 5, 2022

    Thank you for the direction-

    I tried adding an ACL for the participant that matches the role that I wanted to assign

    agarr_0-1649177392710.png

    but when testing it doesn't allow the user to Add or remove tasks

    agarr_1-1649177445858.png

    Is there another ACL that needs to be added for Task management? I don't see a type that would match that from my understanding.

    B
    BjoernRueegg17-Peridot
    17-Peridot
    April 6, 2022

    could it be, that the user is part of a profile, which has the edit plan action not enabled?

    R
    rhart16-Pearl
    16-Pearl
    April 6, 2022

    You can allow a Project role to edit the team (add/remove project team members)

     

    configure actions for roles.png

     

    We created a 'PLM Team Manager' role who has 'Modify Team' permission and added that role to the Project/Product/Library templates

    A
    agarr10-MarbleAuthor
    10-Marble
    April 6, 2022
    Yes Modify team is an option. My issue is that I can't see an Access Control or Configure Roles for adding, or continuing tasks in the Product Plan that uses the same set of roles. So for now we are using Product Manager to be able to but that allows a user set state among other options that I don't want to allow.
    R
    rhart16-Pearl
    16-Pearl
    April 6, 2022

    Use orgadmin login

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