Users & Teams

Quick-Start_Installation-scagile copy

To grant ART Portfolio access to a user, add the user in one of the 3 default site groups – Owners, Members or Visitors.

Only user with permission level Full control on the ART Portfolio site or SharePoint Administrators can see the “Create new ART” button

Manage users and teams

1

Navigate to Team Management

To  create a team  within an ART click Team -> Team Management in the sidebar.

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2

View all ART users

Now you should see  all users  who have access to the ART with the defined  roles  for each module and their  total capacity.

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3

Create new team

In the top navigation click on Team Management and  add a new team. Give your team a  name  and  select the members.  Once you’re done click save.

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4

Define capacity for team members

You should now see the just created team in the list. Expand a team and define a  capacity for each team member.  You can also add a  new Team member  here.

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5

Add new user

To  add new users  click on User Management in the top navigation and add a new user.

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6

Define user permissions

In the modal choose a user, define the  employment type  and give the user  access to the modules.  Define the  capacity  and assign the new user to a  team.

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7

View assigned teams and capacities

Once you’re done, you should see the new user in the list. When you  expand a list item  you can see the  teams  the user is assigned to with the  capacity.

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Next step: Create and link Initiatives to PBI Items

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