Post

1 follower Follow
0
Avatar

Access Rights to Change Dates

I am an Admin on the system but when I try to change a date on a task, it tells me only the PM can change it.

Why can't I change it all of a sudden?

Thanks

Jnitolo Answered

Please sign in to leave a comment.

12 comments

1
Avatar

Hi, 

 

Being an Admin lets you set up Clarizen system. However, it doesn't give you specific rights to edit the content of the system.

For edit rights across the system, you need Super User privileges. As an admin you can give these to yourself, it's a checkbox next to Admin on your user record. 

 

David

David Goulden 1 vote
Comment actions Permalink
0
Avatar

Thanks for responding.  I'm an Admin, Super User, and Financial Permissions user.  All those checks are checked off but it still wouldn't let me make the change.

Jnitolo 0 votes
Comment actions Permalink
0
Avatar

Did you just give yourself these permissions now?

I think you need to logout & login again for the system to recognize your elevated rights.

Are you in Clarizen v6 or v5?

David Goulden 0 votes
Comment actions Permalink
0
Avatar

Is it possible you have a Validation Rule put in place by you or another user which blocks this action? If so, disable it. If not, sounds like a bug - take some screenshots and send a mail to support@clarizen.com to be dealt with formally. 

David Goulden 0 votes
Comment actions Permalink
0
Avatar

Not(IsNew()) && not(isnull ($project)) &&(CurrentUser()<> $Project.ProjectManager) && ((IsChanged($DueDate) && IsManuallySet($DueDate)) || (IsChanged ($StartDate) && IsManuallySet($StartDate)))

You were correct but funny thing is, this has been in place and I was able to change items a week or so ago.

Since the PM's report to me and I occasionally have to make changes, sometimes on their behalf when they are out at a site, how can I edit this to include myself so that just the PM of that project and myself can make edits?

Thanks

Jnitolo 0 votes
Comment actions Permalink
0
Avatar

Hi Jordan, 

Add the bold part below - this should exclude you from this rule. You will need to replace the brackets with your user name:

currentuser() <> [Jordan's user name] && Not(IsNew()) && not(isnull ($project)) &&(CurrentUser()<> $Project.ProjectManager) && ((IsChanged($DueDate) && IsManuallySet($DueDate)) || (IsChanged ($StartDate) && IsManuallySet($StartDate)))

Roni Feldsher 0 votes
Comment actions Permalink
0
Avatar

Any particular reason you wouldn't recommend using OR?

currentuser() <> [Jordan's user name]  || (Not(IsNew()) && not(isnull ($project)) &&(CurrentUser()<> $Project.ProjectManager) && ((IsChanged($DueDate) && IsManuallySet($DueDate)) || (IsChanged ($StartDate) && IsManuallySet($StartDate))))

 

David Goulden 0 votes
Comment actions Permalink
0
Avatar

I don't thing the OR example will work (wow...the OR/AND is so confusing :))

Anyway I just reviewed this again and changed it a bit. The following should work, but I will leave it for you Jordan to confirm:

Not(IsNew()) && not(isnull ($project)) &&(CurrentUser()<> $Project.ProjectManager && currentuser() <> [Jordan's user name]) && ((IsChanged($DueDate) && IsManuallySet($DueDate)) || (IsChanged ($StartDate) && IsManuallySet($StartDate)))

Roni Feldsher 0 votes
Comment actions Permalink
0
Avatar

Thanks for both of your help with this.

I tried the last entry from Roni and it tells me that the formula is not complete.

Jnitolo 0 votes
Comment actions Permalink
0
Avatar

i just double checked and the formula works. Did you replace **[Jordan's user name] **with your actual user name? the [] brackets need to be removed as well.

Roni Feldsher 0 votes
Comment actions Permalink