User manual

Controlling who can view the information page
You can control which users have access to an information page, and when
they view that page. For example, when the user first logs in to the site, you
can specify that he or she sees a specific information page.
If a member is not given the ability to view an information page, then the
page is not displayed in that users Project Information menu. By default, all
project members can view all information pages. However, this does not apply
to the Site Executive Summary, Project Executive Summary, and the Portfolio
Information pages. When adding these pages the option, Viewable by Selected
Site Members, is the default. If members are not added to this list, then only
administrators can see the Site Executive, Portfolio and Project Executive pages.
NOTE Controlling access to information pages is a powerful option. You can
choose to restrict a member from seeing a dashboard. Beware that doing so may
prevent the member from viewing assigned items.
Changing the page order
As an administrator, you can control the user's experience of what he or she
sees and in what order.
If you want the information pages to display in a different order, select a page
and use the Move Up or Move Down buttons.
You can also specify which page the user sees upon login for each session. To
do this:
1 Select a page from the list.
2 Select one of the following options:
First information page the user has access to view — if selected
the member will see this view when he or she initially logs into the site.
Files view — if selected the member will see the tree view in the details
pane.
Last page viewed by the user — the last page the member viewed
will be the first page the member sees the next time he or she logs in.
These settings apply to the members specified in the
Add Information Page
(page 438) dialog box. That is, either all project members or specific individuals.
Removing an information page
Select a page and click the Remove button.
Project Setup | 271