Conga Product Documentation

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Use Case: Limiting Project Access to a Single Department

  • A Department Property Object exists.
  • The Project object references the Department property.
  • Project Task references the Project object.
  • A Permission Group exists for Engineering users.
  • RBAC permissions are already configured for Project and Project Task.

Business Context:

Departments should work only with their own projects. Users must not see projects or tasks belonging to other departments. You want a simple, direct rule that enforces this separation without adding multiple roles.

Overview:

This use case shows how you can limit access using a single business property.

  • Projects are tagged with a Department value.
  • Only users in the Engineering department can access Engineering projects.
  • The same restriction automatically applies to tasks related to those projects.

This ensures users see only the projects and tasks that belong to their department.

Scenario:

Projects are tagged with a Department property such as Engineering, Sales, or Finance. Each Project includes related Project Tasks. You want to ensure:
  • Engineering users can access only Engineering projects.
  • Engineering users can also access tasks under those projects.
  • Projects from other departments are completely hidden.
  1. Configure Object and Field Permissions (RBAC)

    Ensure the Engineering Permission Group has object and field permissions for:

    • Project
    • Project Task

    RBAC defines allowed actions such as Read or Update.

  2. Configure Property-Based Access Control (PBAC) for Engineering department
    1. Navigate to the Property Scope tab in the Engineering Department Permission Group.
    2. Select the Department Property Object.
    3. Enable the Project (first-level PBAC object) and Project Task (second-level PBAC object).
    4. In Access Settings tab, allow CRUD access only for the Engineering property value.
    5. Save the configuration.
  • Engineering users can access only Engineering projects.
  • Engineering users can access tasks only when they belong to Engineering projects.
  • Projects and tasks from other departments are hidden.
  • Access control remains simple, consistent, and scalable.