Controlling User Access to Portlets in the PPM Dashboard

The PPM Dashboard gives users access to PPM data through the portlets (system and custom) displayed on their PPM Dashboard pages. To control user access to any portlet, you specify which users can access it. You can also control user access to a custom portlet by disabling the portlet. You cannot disable a system portlet. This section provides details on how to do both.

Note: For information about how to configure security for PPM Dashboard modules, see the Creating Portlets and Modules guide.

Disabling Custom Portlets

Although you cannot disable built-in system portlets in PPM, you can disable portlets customized for your site.

To disable a custom portlet:

  1. In the standard interface, select Open > Administration > Portlet Definitions > Configure Portlet Definitions.

  2. On the Configure Portlet Definitions page, search for, and then open the custom portlet that you want to disable.

  3. In the portlet description area at the top of the page, next to Enabled, select No.

    Note: Disabling the portlet deletes it from all PPM Dashboard pages that previously displayed them.

  4. Click Save.

Restricting User Access

You can control who can add a system or custom portlet to their PPM Dashboard. For example, you may want to restrict the package-related portlets to members involved in deployments. Enabling only the portlets that a specific user needs makes it easier for that user to personalize his own PPM Dashboard because there are fewer irrelevant portlets from which to choose.

To specify which users can use a portlet on their PPM Dashboard:

  1. In the standard interface, select Open > Administration > Portlet Definitions > Configure Portlet Definitions.

  2. On the Configure Portlet Definitions page, search for, and then open the portlet definition to configure.

  3. Click the Access tab.

  4. In the User Access subsection, in the Give Access to list, select User or Group.

  5. Select the users or security groups.

  6. Click the auto-complete icon and select the users or groups to add.

  7. Click OK.

    The selections are listed in the Configure Access section.

  8. Click Save.

You can restrict access by specifying multiple security groups and users for each portlet. Only members of the specified security group or the specified users can add this portlet to their PPM Dashboard.

You can also restrict access by choosing a specific license or access grant from the Require users to have one of these licenses/privileges fields. Only users who have the required licenses or access grants can add this portlet to the PPM Dashboard.