Assign permissions
The template provides standard roles for various levels of permissions. Assign the following roles to the given stakeholders. You may want to add a group named Product Managers for the people managing the product portfolio and another group named Employees for the those consuming this product information.
| Role | Description | Recommended for groups |
|---|---|---|
| Checklist Templates [R/W] | Enables management of checklist templates to define deliverables and activities required as part of a product’s lifecycle | Administrative Users or Executives |
| Checklist Templates [R] | Each product requires selection of a related checklist template – this role enables Product Managers to browse the list of available templates and to reuse them for the given products | Product Managers |
| Checklists [R/W] | Checklists have to be updated and signed off by selected approvers to enable the product’s progress in its lifecycle. Grant this permission to people managing these checklists. | Product Managers or Executives |
| Checklists [R] | Insights in the checklist results can be of value for anyone. Grant this role to all employees to let them review the latest checklist details at any time. | Employees |
| Products [R/W] | Users with this role are able to initiate new products in context of Product Lines and Product Categories and also to manage all product related information. | Product Managers or Executives |
| Products [R] | Real time information to latest product information is provided with this role – which is of benefit for all employees. | Employees |
| Product Lines [R/W] | Enables management of Product Lines in context of Product Categories | Product Managers |
| Product Lines [R] | Access all details of existing Product Lines (read-only) and navigate to related Product Category & Products | Employees |
| Product Categories [R/W] | Enables management of Product Categories, the top level of the product portfolio hierarchy | Product Managers |
| Product Categories [R] | Access all details of existing Product Categories (read-only) and navigate to related Product Lines & Products | Employees |
| Portfolios [R/W] | Manage various portfolios to group the Products by different criteria | Product Managers |