Adding 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, and Criteria Views
7 Create the views for the roles.
8 Verify that the new role can access the correct information by logging in as a user who has that role.
See also