Adding new roles
The application portfolio management workspace contains predefined roles. You can use those roles and add new roles.
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 can have the new role to the folder.
4 Click Configure > Views > Role Specific Views.
5 Create a folder. Give it the same name as the new role.
6 In the role folder, create these subfolders:
▪ General Access Views
▪ Homepage Views
▪ Add Views
▪ Display Views
▪ Prioritize/Visualize Views: Prioritize Only Views, Visualize Only Views, and 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.
See