Restrict access to an activity

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Apply user criteria to an activity to define which users, groups, and roles can access the activity.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    In the My active items widget, the activity that a user does not have access to is not displayed for that user.

    Procedimento

    1. Navigate to All > Employee Center > Activity Configuration.
      The Activity Configurations module displays the list of existing activity configurations.
    2. Click the activity configuration that you want to restrict access to.
    3. Click the Activity Access tab.
      ToDo this
      Add a new user criteria
      1. Click New.
      2. On the form, fill in the fields. For more information about the form fields and descriptions, see User Criteria form.
      3. Click Submit.
      Edit an existing user criteria
      1. Click Edit.
      2. On the Edit Members form, select the required roles, users, and groups from the Collection column and move them to the Activity Access List column by clicking the right arrow icon (Right arrow icon.).
      3. Click Save.