Defining Access Permission to Portfolio Management Functionalities
ITIL recommends that an ITSM product should be able to assign specific levels of responsibilities to a Portfolio Manager or others, based on this recommendation, CITSmart 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 without the separation by modules, so that the product administrator can intervene more properly whenever necessary.
The functionality of Portfolio Management 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 register previously the access profile.
Procedure
- Access the Access Permission functionality of the Portfolio Management though 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 do perform;
- Note that:
- the access to 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".