Common Components Help

AEF Help

Defining Access to a Discussion

When a workspace member creates a discussion for an item, the system automatically takes all the members who have at least Read access to the item and gives them access to the discussion. This list includes people and roles given access to the item from other workspaces and from Sourcing Central. Having access to a discussion means the person can fully participate in the discussion, including reading and replying to any message in it and subscribing to the discussion and individual messages. The discussion creator can remove persons and roles from the access list, preventing them from viewing or replying to any message in the discussion. But the discussion creator cannot add people to this list, which prevents a person who does not have Read access to an item from being able read discussions about it.

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After the discussion is first created, the system does not update the access list for it as new people are given access to the item being discussed. However, if a person's Read access to the item being discussed is removed, the system removes the person from the discussion's access list.

Anyone with access to a discussion can get a list of all the workspace members and roles who have access to the discussion. Only the person who created the discussion can remove people from the access list and re-add these removed people by restoring the access list.

To define access for a discussion

1. Navigate to the category list for the item that contains the discussion using the steps listed in this table for the item you want to work with.

   To list discussions for a:	Follow these steps:
   Workspace	Click My Desk > Team > Workspaces. Click the Name of the workspace. The category list and Properties page for the workspace opens.
   Folder	Click My Desk > Team > Workspaces. Click the Name of the workspace. Click the name of the folder from the folder list. Or Click Folders from the workspace category list and click the Name of the folder. To access the Routes page for the folder, click Routes from its category list. To access the Routes page for a subfolder, click Subfolders from the folder's category list. From the Subfolders page, click the Name of the subfolder. Continue drilling down the subfolders until you have the category list for the subfolder. Then click Routes from the category list.
   Subfolder	Click My Desk > Team > Workspaces. Click the Name of the workspace. Expand the folder from the folder list to see the subfolder names. Or Click Folders from the workspace category list, click the Name of the folder, and from the folder category list, click Subfolders. Click the Name of the subfolder. Continue drilling down the subfolders until you have the category list for the subfolder.
   Folder content item (file, package, RFQ, quotation)	Click My Desk > Team > Workspaces. Click the Name of the workspace. Click the name of the folder from the folder list. Or Click Folders from the workspace category list and click the Name of the folder. From the Content page, click the Name of the item.

1. From the category list for the item, click Discussions.
2. From the Discussions page, click the Name of the discussion thread whose messages you want to read.
3. From the category list for the discussion, click Access.

The Access page for the discussion opens, listing all people and roles who have access to the discussion. The system automatically lists all people who have at least Read access to the item being discussed. To filter the list so it shows only people added individually, choose Persons from the list in the upper right corner. To filter the list so it shows only persons added because they belong to an associated Buyer Desk, choose Buyer Desk Persons. To filter the list so it only shows roles, choose Roles.

4. To remove a member from the access list:
1. Check the member.
2. Click Remove Selected from the page Actions menu.
3. At the confirmation message, click OK.

The member can no longer view or reply to messages in the discussion.

5. To re-add all members that you have removed from the access list, click Reset Access from the page Actions menu.

The system updates the list so it now contains all members who have Read access to the item being discussed.