Adding new roles

You can add new roles in addition to the predefined roles in the IT portfolio management workspace.

Procedure

  1. Click Members > Members.
  2. Create a folder and name the folder with the title of the new role.
  3. Add the users who will have the new role to the folder.
  4. Click Configure > Views > Role Specific Views.
  5. Create a folder with the same name as the new role.
  6. In the role folder, create subfolders:
    • General Access Views
    • Homepage Views
    • Add Views
    • Display Views
    • Prioritize/Visualize Views
      • Prioritize Only Views
      • Visualize Only Views
      • Criteria Views
  7. Create the views for the role.
  8. Verify that the new role can access the correct information by logging in as a user who has that role.

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