We're excited to introduce a significant enhancement to Keka PSA: scope-based access control. This new feature empowers your organization to define visibility and access levels for projects, opportunities, charges, invoices, resource management, and analytics data based on user-defined scopes.
Key Benefits:
- Enhanced Data Security: Restrict access to sensitive data based on user roles and responsibilities.
- Improved Efficiency: Streamline workflows by providing users with relevant information and preventing access to unnecessary data.
- Enhanced Collaboration: Foster better collaboration within teams by ensuring users have access to the information they need to perform their tasks effectively.
This feature is exclusively available in the PSA-Advanced plan, which is the third tier of our offerings.
How It Works:
Step 1: Define Scopes
- To get started, go to the left navigation panel and select "Projects." Then, click on "Projects List" and, under the "Active Projects" section, select "Create Project."
- As a Global Admin, define scopes (business units, locations, or departments) that align with your organizational structure.
Step 2: Assign Scopes to Users and Roles
- Assign appropriate scopes to individual users and roles within the "Roles & Permissions" section.
Impact Areas:
- Projects & Opportunities: Users can only view and manage projects and opportunities that fall within their defined scope.
- Charges & Invoices: Users can only access and work with charges and invoices related to projects within their scope. If a user's scope is defined by a specific business unit, they will only be able to view and manage charges and invoices associated with projects that fall within that designated scope.
a. Charges: To view all details related to created charges, navigate to the Finances section and click on Charges.
b. Invoices: To view all details related to created invoices, navigate to the Finances section and click on Invoices.
- Resource Management: The resource planner, resource requests, and resources on bench will only display resources that belong to the user's defined scope.
a. Resource View: Navigate to the Resource tab, where you will find the Resource Planner section. From there, select the Resource View option located under the All Resources tab to access the detailed information.
b. Project View: Navigate to the Resource tab, where you will find the Resource Planner section. From there, select the Project View option located under the All Resources tab to access the detailed information.
c. Resources on Bench View: Navigate to the Resource tab, where you will find the Resource Planner section. From there, select the Resources on Bench option to access the detailed information.
d. Resource Request View: Navigate to the Resource tab, where you will find the Resource Requests section. From there, select the By Project/Opportunity option to access the detailed information.
- Reports & Analytics: Users can only view reports and analytics data related to projects, opportunities, and resources within their scope. For example, if an organization consists of three business units and a user is assigned to one specific unit, that user will only have access to data pertinent to their assigned business unit.
a. Reports: Navigate to the Analytics tab, where you will find the Reports section. From there, select the particular report option to access the detailed information.
b. Analytics: Navigate to the Analytics tab, where you will find the Insights section. From there, select the Projects option to access the detailed information as Revenue by Projects.
Empower Your Organization with Granular Control
Keka PSA's scope-based access control provides a powerful tool for managing data visibility and ensuring efficient collaboration within your organization. By defining scopes and assigning them to users, you can enhance security, streamline workflows, and improve overall productivity.