Extending product function : Setting up the IT portfolio management workspace : Setting up the IT portfolio management workspace template : Adding roles
  
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 the following 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.
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Setting up the IT portfolio management workspace template