There are 2 levels of edit rights you can grant users on a hierarchical process map. You can invite them to be editors in a map in general, but you can also choose which diagrams specifically they are able to edit.
Article outline
Prerequisites
Setting edit rights on Map
Setting edit rights on Diagram
You might be also interested in
Prerequisites
Registered and verified Elements account
Editor's right on the Space level
Setting edit rights on Map
There are 3 steps to managing editor rights in a Space. To have edit rights in a Space, the user must have been granted editor rights at the space level. Once a user has edit rights on a Space, they can then be assigned specific edit rights to a Map.
Once assigned to a Map, all the Map editors are available to be granted edit rights to each individual diagram in the Map.
Setting edit rights on Diagram
You can set edit rights for each diagram in the map and control which editors can edit which part of your map. By default, all diagrams are set to be editable by all map editors.
Open the map management app. You can do it either from the map list:
or from the diagram editor:
Then select the "Edit rights" tab in the right sidebar.
By default all map editors can edit any draft diagram. This is because on the top level diagram the toggle "All map editors" is turned on and all child diagrams have a setting "Inherits right from parent" turned on by default as well.
If, however, you would like to restrict some editors from being able to change a particular diagram, simply switch the toggle "all map editors" to off on the top level diagram, or the "Inherits right from parent" toggle on any child diagram. You will see the DENY button next to each editor's name, allowing you to restrict particular editors from editing this diagram.
You can always reverse this action, either by switching the toggle "All Map editors" to "on", or by clicking the ALLOW button against the denied editors.
Using the inheritance settings you can quickly customize who can edit which parts of your process map without having to set it up on each diagram separately.
You might be also interested in
Inviting users to Space - quick intro of how to invite users to a Space
Managing user permissions on Space - in this article we will dive into concept of Space level based permissions
Access control on Space - users only require a single user login for the whole of Elements, access is governed at the Space level
Process mapping - Elements activity boxes and flow lines - in this article we will introduce very basics of process mapping drawing and layout principles of those
Process mapping - Elements view and edit modes - view and edit modes serve you with different purposes, as you might think when in edit mode you can actually make amendments to your process map and yes, in view mode you can only view
Make sure you go on to review how to manage spaces - very first step on your journey to Org analysis and improvement
How Do Diagram Modifications Affect Linked Content in Elements.cloud?
When working with diagrams in Elements.cloud, it is essential to understand how modifications such as deleting or copying diagrams can impact linked content, including stories, requirements, and drill-down diagrams. This article provides an overview of diagram behavior, guidelines for managing links and associated content, and best practices to ensure data integrity.
Overview of Diagram Behavior
Deleting Diagrams: Deleting a diagram does not remove the associated stories or requirements. These elements remain intact in the system. However, for added safety, it is recommended to export stories and requirements to CSV or Excel as a backup before deleting a diagram.
Copying Diagrams: When you copy and paste content from one diagram to another, some links may not transfer. Specifically, if you copy a drill-down child diagram to a new top-level diagram, the drill-down or child diagrams of the source are not automatically copied over.
Managing Links and Associated Content
To maintain the integrity of your linked content:
Backup Data: Before making significant changes, such as deleting a diagram, export your stories and requirements to a CSV or Excel file.
Verify Links: After copying diagrams, review the new diagram to ensure all necessary links and connections are intact.
Best Practices for Diagram Modifications
Plan Ahead: Before deleting or copying diagrams, consider the impact on linked content and create backups as needed.
Test Changes: If possible, test modifications in a non-production environment to understand their effects.
Document Changes: Keep a record of any modifications to diagrams and their associated content for future reference.
Troubleshooting Common Issues
Missing Links After Copying: If links or drill-down diagrams are missing after copying, manually recreate the connections in the new diagram.
Accidental Deletion: If a diagram is deleted unintentionally, check your backups to restore associated content.
By following these guidelines, you can effectively manage diagrams and their linked content in Elements.cloud, ensuring data integrity and minimizing disruptions.