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- Business Case
- User Guides 📖
Manage Access
Want to edit who and what people have access to? Then look no further 🔭
Owners, Process Managers and Admin functionality.
Here you can configure who can access the Business Case and what access they have:
- Process Managers
Defined at template level. Process Managers act as Business Case admin and will have edit access as well as admin access. - Owners
Defaults to the Business Case creator. Owners are displayed on the Business Case card. - Editors
Has edit access on the Business Case. - Readers
Has read-only access on the Business Case. - Reviewers
Reviews the current stage according to the criteria set by the admin. Can submit a review of the Business Case.
Steps
- Select
actions menu.
- Click Manage Access.
- Edit the list of users within each role.