In InLoox PM, you can configure finely structured and freely definable permissions. So, you can clearly define responsibilities and make sure that only authorized users gain access to sensitive data.
You can set permissions in InLoox PM Workgroup and Enterprise Server in the InLoox PM options.
InLoox PM is delivered without permissions being set. So, every user can see and change all permissions. This might be a security risk.
In InLoox PM, you can select role-based and user-based permissions.
Role permissions are defined according to the function carried out by each person involved in the project, be it as project manager, team member, customer, partner or any other activity. InLoox PM then assigns the correct permission to each person assuming a given role.
User account oriented permissions apply to all projects. This allows, for example, company management to look at all current and concluded projects, whereas practical responsibility remains in the hands of the project manager and team.
User account oriented permissions require a Windows Server with Active Directory or InLoox PM contacts. Role permissions additionally require Exchange Server.
To open the permissions please follow these steps:
InLoox PM combines role-based and user-based permissions. The permission records of both modes are added. The example below illustrates a common configuration:
Consequently, these permissions apply to Gordon Newman:
The following permissions apply to all other team members involved in the project "Product Development":
InLoox PM permissions are very flexible and allow a wide variety of scenarios to be covered without high administration effort.
If you have questions on the assignment of permissions, we will be pleased to help.
Our contact information can be found under Contact on the InLoox web site.
Set user-based permissions:
In the Select Contact dialog box, select an address book and then the respective name from the list. Click OK.
In the Select Contact dialog box, use the feature Search by Skill. For more information, see Assign skills to resources.
Please follow these steps to set role-based permissions:
Role-based permissions are only active if there is at least one user-based administrator permission.