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Security group permissions impact on the Dashboard (My Recent Documents…
Security group permissions
impact on the Dashboard
My Recent Entities
Recent entity names will display
according to the view entity permission
Entity name
Accessed
Ranking
My Entities
Only permission allowed
entities should show up
Entity Name
Ranking
File area access will be given according to the permissions
Activity Monitor for entities
Activity details will display for the
permission enabled entities
Contact details of the permission
enabled will display
My Checked-Out Documents
Verify accessing entity details when permissions set to view entity or disabled viewing
Verify Enable/Disable document permissions and check display in the widget
Verify accessing entity details when permissions set to view entity or disabled viewing
Only document permission set and no view entity permission, then don't have the access to the file area.
My Assigned Documents
File area permissions/ view entity permission
Only document permission set and no view entity permission, then don't have the access to the file area.
Entity name will be displaying in the widget.
Need to verify that with permissions set.
Verify accessing entity details when
permissions set to view entity or disabled viewing
Assigned by user in two entities, one with permission and other without permission
Verify the behaviour
My Recent Documents
Only document permission set and no view entity permission, then have the access to the file area. Cannot navigate to the entity details
File area permissions given again by the "View Documents"
Entity name will be displaying in the widget.
Need to verify that with permissions set.
Verify accessing entity details when
permissions set to view entity or disabled viewing
Document permissions view and disabling
Verify permission enabled only by "View Documents" under Document Functions
My Documents
Document permissions view and disabling
Entity name will be displaying in the widget.
Need to verify that with permissions set.
Only document permission set and no view entity permission, then don't have the access to the file area.
File area permissions/ view entity permission
Verify accessing entity details when
permissions set to view entity or disabled viewing
My Tasks
Verify File area permissions with
entity view enable/disable
Activity will open by clicking on the task,
Only the permission allowed entities and contacts should display
Report can view and inside should display only the permission enable entities and contacts
My Projects
File area permissions/ view entity permission
Project assigned user's entity view permissions
Project belonged entity
Go to the copy project and verify if any permission denied users or entities display
Add project should be verified
Generate report should only provide details where user has the access
My Deliverables
Accessible projects only will display
Projects page accessible
entities and entities will only display
My Calendar Activities
Navigating to the Activity page after
Click on the Task name, Verify the contacts and entities displays according to the permissions enabled