Defining Access Permission to Portfolio Management Functionalities
ITIL recommends that an ITSM product is able to assign specific levels of responsibilities from a Portfolio Manager to all others. Based on this recommendation, 4biz adopts this differentiated form of permissions control, per module.
It is worth mentioning that the "Access Profile" functionality continues to exist and it controls all types of access so that the administrator can intervene more properly whenever necessary.
The Portfolio Management functionality defines who will have access to the Service Portfolio Management and which type of access is allowed (view, save and/or delete).
Before getting started
Before managing the access permission, it is necessary to previously register the pertinent access profiles.
Procedure
- Access the Access Permission functionality of the Portfolio Management through the main menu Access and Permission > Portfolio Management;
- Choose the profile to manage and click on "Edit";
- Select the actions (view, save, and/or delete) that the profile will be able to perform;
- Note that:
- the access of the profiles will be disabled (the checkbox of all pre-existing profiles accesses will be disabled), by default, when it's created new functionalities, therefore, the administrators should enable the profiles they want, turn it available to those profiles.
- Click on "Save".