User Guides 📖
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      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

      1. Select more_horiz_24dp_FILL0_wght400_GRAD0_opsz24 actions menu.
      2. Click Manage Access.
      3. Edit the list of users within each role.