Out of the box, there are no permissions set for the AuthorizationAgreement object type. For agreement managers to access and modify agreements, the appropriate access control rules must be set. You can set permissions using the Policy Administration utility or by creating or updating context templates.

For more information on using the Policy Administration utility to create access control rules, see About the Policy Administration Utility. For more information on creating context templates, see About Context Templates.

Permissions should be set in the domain in which agreements reside as well as in the domain in which a user's checked-out work resides. When an object is checked out, a working copy of the object is created in a checked-out work folder. Out of the box, the checked-out work folder resides in the user's personal cabinet and the user has full control over all objects in the cabinet. By default, users have the necessary permissions on their checked-out work folder to perform all actions.

When agreements are enabled, permissions should be set on the following object types:

Some permissions may already exist on the Cabinet and SubFolder object types and on their parent type, WTObject.

Not all agreement managers are required to have full control over agreements. Permissions can be set for an individual agreement manager, a group of agreement managers, or the entire agreement manager group. Additionally, not all agreement managers need permissions in all contexts. You can set the rules so that some agreement managers can only create or modify agreements, while others have additional permissions, such as Delete.

Only agreement managers with Read access to the agreements cabinet for a particular context can see the Agreements page in that context. For example, an agreement manager has permission to access the agreements cabinet in a project context, but the same agreement manager does not have permission to access the agreements cabinet in the organization context. As a result, this agreement manager is only able to see the Agreements page in a project context.

Read permission is required to access any object and view its information page. The following table illustrates additional access control permissions required for actions often completed by an agreement manager. The object location column has the following values. Use these values to determine the domain in which to grant access control permissions.

For example, if you want an agreement manager to be able to create an agreement, that participant must have Create permission for the agreement object and Modify permission for the folder or cabinet in which the agreement is to be created.

You can set access control permissions on the AuthorizationAgreement type for users who are not agreement managers. Any user can subscribe to an agreement as long as the user has Read access to the agreement. For more information, see Out-Of-The-Box Access Control Rules.

For more information about access control permissions, see the Access Control reference information.