There are 3 factors that determine security
- Departments - This is a way to group your users.
- Roles - Users play different roles in different departments.
- 2 types of roles - User defined and System defined
- System defined - there are few roles that are pre-defined by Celoxis - eg. Project Manager, Project Team, Task Team, Project Client, Administrator, Staff.
- User defined - you have to define these based on the roles played in your organization
- Privileges - There are 3 kinds of privileges
- Grant
- Deny
- Unspecified.
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Security is applied based on a combination of WHAT ROLE a USER plays in WHICH DEPARTMENT (Every project in Celoxis has a department. And objects such as tasks, time, expense, documents and discussions are all attached to a project and hence a department.) Please click here to read more on how security works.
