Add User Restrictions

Company Admins can apply specific restrictions to Facilitator and Project Manager user accounts to manage access, safeguard data, and ensure users engage only with the projects and assessments relevant to their role.

Apply User Restrictions

1. From the Admin tab, select Users.
   
2. Select the user whose restrictions you'd like to update (must be a Project Manager or Facilitator User).
   
3. Under the Restrictions section, check one or more of the available restriction options. Changes are saved automatically.
   

Add User Restrictions

Restriction Options

Filter view to assigned projects

Only assessments where the user is assigned as Project Manager or Facilitator will be displayed. The assignment may occur at either the project level or the assessment level. If the user is assigned at the project level, all assessments within that project will be visible.

Restrict access to create and modify assessments

This restricts users to only create assessments in projects where they are assigned as the Facilitator. Additionally, users will only be able to modify assessments where they have been assigned as Facilitator on the assessments or for the overall project.

Cannot create or modify projects

Prevents the user from creating new projects or editing existing ones. Use this setting for users who participate in assessments or review information but should not alter overall project structure.

• Related Articles

• Add Templates

  Your organization can add new templates by clicking the "Add Templates" button on the Manage Templates page from the Admin Tab. Admin users manage the assessment templates available in their Carve account. While setting up a new Carve account, ...

• User Roles

  Carve uses a role-based security model. Five user roles are supported in Carve: Stakeholder Project Manager Facilitator Business Admin Company Admin Each user is assigned a role based on the functional capabilities they require. The tables below ...

• Manage Users Overview

  Most organizations will see project teams evolve and will need to add or delete users over time. Users are managed by your Company Admin who has the ability to: Create users Import users Assign access to portfolios Edit users Reset MFA Reset user ...

• Assign User Access to Portfolios

  From the Admin tab, select Portfolios. Click on the name of the Portfolio that you would like to assign users to. Click in the Portfolio Users textbox and select the Carve users who should have access to this portfolio. If the name is not listed, go ...

• Access to Portfolios

  Providing users access to portfolio(s) is done in the Admin tab for Professional & Enterprise Edition companies. From the Admin tab, select Users. Click on the user from the Manage Users list. Click on the Portfolio entry field. To add access: Using ...