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      Scope-Based Access Control in Keka PSA

      Enhance data security and streamline workflows with Keka PSA's scope-based access control.

       

      TABLE OF CONTENTS

       

      Keka PSA continues to enhance organizational efficiency and collaboration with its latest feature: Scope-Based Access Control. This groundbreaking functionality allows organizations to control visibility and access levels for critical modules like projects, opportunities, charges, invoices, resource management, and analytics data. With this feature, you can align access permissions with your organizational structure, ensuring tailored control and seamless collaboration.

       

      Key Benefits of Scope-Based Access Control

      1. Enhanced Data Security

        • Protect sensitive information by restricting access based on user roles, responsibilities, and scopes (business units, locations, or departments).

      2. Improved Workflow Efficiency

        • Optimize operations by ensuring users only access relevant information, reducing distractions and confusion.

      3. Seamless Team Collaboration

        • Encourage better teamwork by providing team members access to the specific data they need to perform their tasks effectively.

       

      Note: This feature is exclusive to the PSA-Advanced plan, the third tier of Keka PSA's offerings, empowering advanced resource and project management.

       

      How It Works

      Step 1: Define Scopes

      Begin by navigating to the Projects List under the left navigation panel in Keka PSA.

      1. Select Active Projects and click Create Project.




      3. As a Global Admin, define scopes such as business units, locations, or departments that reflect your organizational hierarchy.




      Step 2: Assign Scopes to Users and Roles

      Assign the defined scopes to individual users or roles via the Roles & Permissions section. This ensures users have access only to the data and tools within their assigned scopes.

       

       

      Impact Areas of Scope-Based Access Control

      1. Projects & Opportunities

      Users can access only the projects and opportunities within their defined scopes. This restriction ensures focused project management and data confidentiality.

       

       

      2. Charges & Invoices

      Users are limited to charges and invoices tied to their scope, such as specific business units or departments.

      • Charges: Navigate to Finances > Charges to view created charges.




      • Invoices: Navigate to Finances > Invoices to access relevant invoices.




      3. Resource Management

      Access is limited to resources within a user’s scope.

      • Resource View: Access resource details under Resource Planner > All Resources > Resource View.




      • Project View: Navigate to Resource Planner > All Resources > Project View for project-specific resource details.




      • Resources on Bench View: Go to Resource Planner > Resources on Bench for unallocated resources.



      • Resource Request View: Check requests via Resource Planner > Resource Requests > By Project/Opportunity.



      4. Reports & Analytics

      Users can only view reports and analytics for projects, opportunities, and resources within their scope.

      • Reports: Access tailored reports under Analytics > Reports.




      • Insights: View scope-specific insights like Revenue by Projects via Analytics > Insights > Projects.

       

       

      Why Choose Scope-Based Access Control?

      Keka PSA's Scope-Based Access Control delivers a robust solution for managing access and visibility across teams. Here's how it benefits your organization:

      • Granular Access Control: Customize data access to suit your organizational structure.
      • Enhanced Security: Protect critical business data with precise role-based permissions.
      • Streamlined Workflows: Ensure users have what they need and eliminate unnecessary clutter.

       

      To explore more about Project reports and how they can enhance your understanding of project performance, please follow this link. Project Report