Is It Possible to Ensure Proposals/Projects Assigned to One Resource Are Not Visible to Other Resources in Instantis EnterpriseTrack?

(Doc ID 2393900.1)

Last updated on MAY 02, 2018

Applies to:

Instantis EnterpriseTrack - Version 17.2 and later
Instantis EnterpriseTrack Cloud Service - Version 17.2 and later
Information in this document applies to any platform.

Goal

This document explains how to use the Confidentiality feature to prevent users from seeings projects to which they are not assigned.

For example: Proposals/Projects mapped to one user should not be visible to another user in the same Initiative.

  1. Project Manager 1 has raised new Proposal P1 under Initiative I1
  2. Project Manager 2 has raised another Proposal P2 under the same Initiative I1
  3. When logged in as Project Manager 1, he/she should not be able to view P2 raised by Project Manager 2, though both the Proposals P1 and P2 belong to the same Initiative.

Solution

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