Change the Privacy Settings for a Commitment
Objective
To change the 'Contract Privacy' settings on a commitment.
Background
You can change the privacy settings on a commitment to control who can view it. By default, a commitment is visible to any user with 'Read Only' level permissions or higher on the project's Commitments tool. You can make a commitment 'Private' so it's only visible to users with 'Admin' level permissions, and you can also grant access to specific non-admin users, as well as your external collaborator's invoice contacts.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
OR - 'Read Only' or 'Standard' level permissions on the project's Commitments tool with the 'Update Purchase Order Contract' and/or the 'Update Work Order Contract' granular permissions enabled on your permission template.
- 'Admin' level permissions on the project's Commitments tool.
- Additional Information:
- To configure the project's default privacy settings for the Commitments tool, see Configure the Default Privacy Settings for New Commitments.
Prerequisites
Steps
- Navigate to the project's Commitments tool.
- Click the Number link in the table to open the desired commitment.
- In the General tab, click Edit Contract.
- Click Contract Privacy.
- Click Edit.
- (Optional) Choose one of the following options:
- To make the commitment visible to any user with 'Read Only' level permissions or higher, clear the Private checkbox. This is the default setting.
- To make the commitment private, mark the Private checkbox
- (Optional) If you made the contract private, add the names of any users on the project who can view the contract:
- In the Access for Non-Admin Users field, add the names of any users on the project. If you also want these users to view the SOV, place a checkmark in the Allow These Non-Admin Users to View the SOV items.
- In the Invoice Contacts field, add the names of any external collaborators. See What is an invoice contact?
- Click Save.