Understanding Initiative Access and User Restrictions

Administrators can restrict Initiatives to specific Groups and/or users. These restrictions ensure that only designated users can view that Initiative page while completely blocking access for all other end-users.

Access configurations can be made in several different ways, depending on what works best for you. Let's learn more below!

Participants List

The Participants list for each Initiative can be found under Pipeline Setup > People > Participants. This area is where you can assign specific users or Groups to Early Access or General Access.

General Description

Participants are all of the users and Groups that have been assigned to an Initiative. Akin to Groups, "ALL" users can be added to the Participants list.

• Note: Updating the Participants list will also update the Groups list.
  • Groups can be accessed in two ways:
    • Site Setup > Users > Groups
    • System Setup > Initiatives > Manage Initiatives
• For Time-Box Initiatives that have the Scheduler enabled, the Participants List will display an additional section labeled Early Access.
  
  • Early Access allows specified Users/Groups access to the Initiative before the Initiative Schedule has begun.

Restricting Groups within System Setup

The alternative method to restrict Groups is under System Setup > Initiatives > Manage Initiatives

From the dropdown list, you can choose the Initiative you want to manage. Once the Initiative has been selected, you can either search for a specific Group by name or choose the ALL selector to scroll through the complete list to find the Group you are looking for.

After the Group(s) have been selected, clicking the (>>) button will add the Group(s) to the Assigned Groups section. Remove a Group by clicking the Remove Selected button. You will need to Save Changes when you are done for the update to take effect. 

• • Users can still be added individually to an Initiative under Pipeline Setup > Participants or the Share popup from the Site Homepage. Those individual users will be added to a Group that is automatically created for the Initiative.
  • Note: Action Item assignees for the Initiative will also receive access, even if they are not included in a designated Access Group.
  • Note: Initiative Admins will always have access to the Initiative, regardless of whether or not they are part of a designated Access Group.
  • Note: All non-Admin end users must be part of a user Group and added to the General Access list for an Initiative to gain access to it.

Restricting by Email Domain

If you want to learn more about restricting an Enterprise or Initiative via email domain, please view the corresponding support article here.