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Notification section clarification needed

Last post 01-09-2008 12:37 AM by emarone. 1 replies.
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  • 01-08-2008 11:37 AM

    • Abbey
    • Top 10 Contributor
    • Joined on 07-26-2007
    • Posts 53

    Notification section clarification needed

    At the create / edit task screen, in the notification setting section, there is the View box.  I know that this box being checked gives members the ability to view the task to a project they are a member of.  It looks like only project members have this option, so I was wondering.......1.) How do you uncheck the view box, if you have a member / guest you do not want to have view abilities to certain tasks at certain times? My boxes are faded out & uneditable?  2.) By checking and unchecking this box........is any historical data / time lost? ex: if I give abilities, take abilities away, then give abilities again?  and 3.) Do we have these same options of selecting who views certain documents in projects?

    Thanks !

  • 01-09-2008 12:37 AM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Notification section clarification needed

    The View control is a little tricky at first, but the mechanics of it follow the same conventions as other elements of the application:

    To restrict a user from viewing an item, click the "Browse Member Directory" button above the list of users to view a list of all project members.  There are two types of users listed by default, and who cannot be restricted from viewing an item: any one with the "Cannot be restricted" project permission (typically the Project Manager role) and the item creator (generally yourself).  This is why the checkboxes you see by default are grayed out/uneditable.

    In the Project Member Directory, select the users you wish to restrict, and then uncheck the "View" box for those users in the Create/Edit item window.  The default permission is that all users can view all items, so you only need to restrict specific individuals.

    You are not compromising any data by restricting view permissions, you are just selecting whether a user can access the item.  For example, if you restricted view permissions on a Task from a user who had logged hours against the Task, the hours will not be lost or removed from the project history.  The user will simply not be able to see that Task anymore.  View permission can be revoked and granted at any time, and this feature is availble for all Daptiv records, including Documents, Issues, and Dynamic Application records.

    A common use of this function is restricting documents that contain sensitive information, such as contract or budget details, from anyone on the project who doesn't need access to that information.  This allows the PM to keep all project documents in the same place without having to keep these private documents offline or in another resource inaccessible to general users.

    Erik Marone | Daptiv Product Manager
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