Summary:

This option allows you to restrict access so that only you and a select subset of plan administrators have access to configure this plan's settings.

Applicable Products:

TM Performance/Succession

Applicable Releases:

11.x releases

Detailed Information:

On the Performance plan's Options/Basics page, scroll down to the 'Secure Plan' option.

From the Secure Plan option area, select the “Secure this plan?”, and Save as YES, per the screenshot below.

After selecting Yes and Saving, there is a new menu item - the Plan Security - on the left side menu, per the screenshot below.

Select the Plan Security menu option

From the Add Plan Administrators form, use the ADD button to add the administrator(s) who will be allowed to access and modify the configuration pages for this performance plan.

NOTE: This setting will not override security role permissions; selected plan administrators must still be assigned the appropriate role (e.g. Performance Administrator) to manage performance plans.

The selected Administrators can also be deleted from this list by using the Delete button to the right of their name, if needed.