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 and give it 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
      • 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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