Managing Users, Roles, and Groups → About Privileges → Item Privileges
Item privileges apply to primary items in the selected project. By default, the Base Project is selected. You can set privileges at the Base Project level and the privileges are inherited in any further derived projects. Ideally, however, privileges should be set for parent projects at the application level. To grant a unique set of privileges to a selected sub-project, clear the Inherit All Parent Project's Privileges check box.
The following information applies to item privileges:
The "Transition All Items," "Transition Item If Owner," "Transition Item If Secondary Owner", and "Transition Item If Submitter" privileges apply to all transitions in the selected project. To learn about restricting individual transitions, refer to Restricting Transitions.
Users can send e-mail messages from primary items they can view. For those messages to be attached to the item, however, users must be granted "Add Note" privileges.
The following table describes each item privilege and the product-access types for which it applies.
Regular User, Managed Administrator, and Script/API |
Occasional | External | On-premise Only | Privilege Description |
---|---|---|---|---|
Submit New Items – Allows users to submit new items. | ||||
Submit on Behalf of Another User – Allows users to submit new items on behalf of other users. | ||||
Own Items – Allows users to own or be assigned items. | ||||
Own Items if Submitter – Allows users to own items they submitted. | ||||
Delete Items – Allows users to delete items. | ||||
View All Items – Allows users to view all items. | ||||
View Item If Owner – Allows users to view items they primarily own. | ||||
View Item If Secondary Owner – Allows users to view items they secondarily own. | ||||
View Item If Submitter – Allows users to view items they submitted. | ||||
View Item if Contact
– Allows users to view items if they are selected in the
Contacts field.
For details on this privilege, refer to Privilege Behavior for System Tables. |
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View Item if Contact's Company – Allows users to view
items of other contacts within the same company.
For details on this privilege, refer to Privilege Behavior for System Tables. |
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View All Archived Items – Allows users to view items contained in Archive tables through Work Center. Users can search for archived items in any Archive tables using the Advanced Search feature. Archive tables are available for users to search if this privilege has been granted and items have been archived. | ||||
Restore Item from Archive – This privilege, along with the View All Archived Items privilege, allows users to restore archived items through Work Center. Once the archived items are found, if the user has this privilege, a button appears allowing the user to restore the item from the Archive table to the active or original table. | ||||
Update All Items – Allows users to update all items. | ||||
Update Item If Owner – Allows users to update items they primarily own. | ||||
Update Item If Secondary Owner – Allows users to update items the secondarily own. | ||||
Update Item If Submitter – Allows users to update items they submitted. | ||||
Transition All Items – Allows users to transition all items. | ||||
Transition Item If Owner – Allows users to transition items they primarily own. | ||||
Transition Item If Secondary Owner – Allows users to transition items they secondarily own. | ||||
Transition Item If Submitter – Allows users to transition items they submitted. | ||||
Update Submitter – Allows users to update the Submitter system field if the Update Submitter option is selected on a transition. | ||||
Mass Update Items – Allows users to mass update items. | ||||
View Workflow Graphically – Allows users to view the workflow assigned to items by clicking the Workflow icon located next to the Actions drop-down list on the Item Details pane. | ||||
View State Change History – Allows users to view the state change history in the Item Details pane for items in the selected project and enables users to create State Change reports. | ||||
View Change History – Allows users to view the change history in the Item Details pane for items in the selected project. This privilege also enables users to create Change History reports and to view Time Capture options on state forms. | ||||
View Principal and Subtasks – Allows users to view the Subtasks section. The Subtasks check box must also be selected in the user's preferences for users to view the Subtasks section. The Subtasks section only appears on forms if an item is a subtask of another item or has one or more subtasks associated with it and users have privileges to view at least one of the subtask items. | ||||
Link Subtasks – Allows users to establish a principal/subtask relationship by linking subtasks to an existing principal item. Users can add subtasks to any item they have privileges to view. | ||||
Link/Unlink Principal – Allows users to establish a principal/subtask relationship by linking a principal item to existing items, making them subtasks of the principal item. This privilege also allows users to break the relationship between a principal item and its subtasks. Users can link and unlink principal tasks for any items they have privileges to view. | ||||
Manage Version Control History – Allows users to add, modify, and delete file associations to the Version Control History section. | ||||
View Status of Notification – Enables users to view the status of notifications for all users in the Item Notifications tab of an item. A recipient search box appears for users that have this privilege. | ||||
External Communication – Enables users to manage external (non-SBM) users and select either the internal or external template when sending an e-mail from an SBM item. |
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