You can add new roles in addition to the predefined roles
in the IT portfolio management workspace.
Procedure
- Click .
- Create a folder and name the folder with the title of the
new role.
- Add the users who will have the new role to the folder.
- Click .
- Create a folder with the same name as the new role.
- 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
- Create the views for the role.
- Verify that the new role can access the correct information
by logging in as a user who has that role.