Permissions

TRUEreq administrators and users can control access to items in the Requirements Tree using the Permissions system. Administrators can control who has authority to set permissions on items they own by configuring overall Workspace Permissions. Users with authority to set permissions for items they own can set permissions for those items in the Permissions tab card for that item.

Setting Workspace Permissions

Administrative users can modify overall permissions for users or groups. You can set the following permissions for Users or Groups:

• Add/Edit Users - Whether the user or group members can add or edit users in your workspace.
• Add/Edit Groups - Whether the user or group members can add or edit groups in your workspace.
• Delete Users - Whether the user or group members can delete users in your workspace.
• Delete Groups - Whether the user or group members can delete groups in your workspace.
• Edit Custom Fields - Whether the user or group members can add or delete workspace custom fields in Workspace Preferences.
• Edit Phase Lists - Whether the user or group members can modify the default phase lists in Workspace Preferences
• Edit Ranking Criteria - Whether the user or group members can edit the Ranking Criteria in Workspace Preferences.
• Edit Product/Requirement Name - Whether the user or group members can edit the default name for the Product and Requirement Items in Workspace Preferences.

To modify permissions:

1. On the Edit menu choose Workspace Permissions. You'll see the Workspace Permissions dialog box.

2. Choose the Group or User you wish to set permissions for in the upper left hand box. If you choose a Group, you'll see the members of that group in the list to the right. The current permissions for your selection will be checked in the Access list below. By default, there are two groups already set, Administrators (composed of users with Administrator access) and Everyone (composed of all users in your workspace).

Note: By default, only users with Administrator access are allowed to do any of the actions listed.

Example: If you want to let everyone in your company add custom fields, go to the Workspace Permissions, select Everyone in the upper left hand box, and click Allow for Edit Custom Fields in the Access list below.

3. To change a permission setting, check for that item for either Allow (to permit actions) or Deny (to not permit actions) in the Access list.

If you want to add a user or group to the workspace permissions list, click Add... and you'll see a dialog box with a list of Users and Groups. Click on the User or Group you wish to add, then click OK to accept the change. If you want to remove a User or Group from the list because you no longer want to have special workspace permissions assigned to them, choose the user or group, then click Remove.

Setting Item Permissions

To modify permissions for an item in the Tree, you either need to own the item or be given permission to do so by the owner. You can set the following permissions for Users or Groups:

• Modify – Whether the user or group can edit the contents of the item.
• Delete - Whether the user or group can delete the item.
• Move - Whether the user or group can move the item to another place in the tree.
• See Children - Whether the user or group can see any contained items below this item.
• Add Child - Whether the user or group can add items as children to this item
• Modify Permissions - Whether the user or group can change the permissions on the item.

To modify permissions:

1. Choose the item you wish to modify permissions for in the Tree.
2. Click on the Permissions tab on the right above the Detail View. You'll see the Permissions information for that item.

3. Uncheck "Inherit Access".
By default, every item inherits permissions from its parent (or enclosing folder). If you uncheck Inherit Access, you can configure that item's permissions separately.
Tip: All children of items you set permissions for will inherit access from that item unless you change them each individually.

2. Choose the Group or User you wish to set permissions for in the upper left hand box. If you choose a Group, you'll see the members of that group in the list to the right. The current permissions for your selection will be checked in the Access list below. By default, there are two groups already set, Administrators (composed of users with Administrator access) and Everyone (composed of all users in your workspace).

3. To change a permission setting, check for that item for either Allow (to permit actions) or Deny (to not permit actions) in the Access list.

If you want to add a user or group to the item permissions list, click Add... and you'll see a dialog box with a list of Users and Groups. Click on the User or Group you wish to add, then click OK to accept the change. If you want to Remove a User or Group from the list because you no longer want to have special item permissions assigned to them, choose the user or group, then click Remove.