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Service Portfolio Management users and roles

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Service Portfolio Management users and roles

An IT organization employs a team of people to work together to create, manage, and oversee the service portfolio. The team can consist of strategic, more supportive users, as well as operational, and critical day-to-day users. Roles assignment is contingent on the responsibilities and duties of each team member.

System security role assignment

A person with the Admin [admin] role can assign Service Portfolio Management roles to other users. Assign roles to users based on their individual access needs to create, read, update, and delete records.

A person with the Portfolio admin [portfolio_admin] role can assign Service Portfolio Management roles to other users.

Admins or portfolio admins assign roles to system users based on functions, duties, and responsibilities. Users can perform the necessary functions within the service portfolio, taxonomies, services, and service offerings they are responsible for, based on assigned roles.

Service Portfolio Management users and roles

Common Service Portfolio Management team members with typical role assignment include the following users:
Portfolio owner
Typically assigned the Portfolio Editor [portfolio_editor] role.
Strategic role involved in the ownership of a portfolio. This person has overall authority and accountability for an entire IT service portfolio, typically at the CIO level. The goal of the portfolio owner is to deliver a portfolio that offers value to the organization. There is only one portfolio owner.
Portfolio owners can read and update the entire portfolio that they own. They do not have access to taxonomies within other portfolios that they do not own.
Portfolio manager
Typically assigned the Portfolio Admin [portfolio_admin] role.
Operational role involved with overall administrative capabilities over a portfolio.
Portfolio managers can create, read, update, and delete portfolio records of all types, including portfolios, taxonomy levels and nodes, services, service offerings, relationships, and performance criteria for the entire business.
Service owner
Typically assigned the Portfolio Viewer [portfolio_viewer] and Service Editor [service_editor] roles.
Strategic role involved in the ownership of services. Usually at the director-level within IT, this person is accountable for a given service and its offerings through the full service life cycle. The service owner typically owns more than one service, and may even own a branch of services. Typically, service owners are not heavily involved in day-to-day operations of the service.
Service owners can read portfolios and existing taxonomy assets, services, and service offerings. However, they can only update services and service offerings that they own or delegate.
Service owners cannot reparent services, or change the service owner. However, they can add subscriber groups, locations, departments, companies, and users.
Service owner delegate
Typically assigned the Portfolio Viewer [portfolio_viewer] and Service Editor [service_editor] roles.
Optional role involved in the management of a service. This person is designated as an editor of a set of services, potentially delegating for multiple service owners.
Service owner delegates can read portfolios and existing taxonomy assets, services, and service offerings. However, they can only update services and service offerings that they delegate.
Service owner delegates cannot reparent services, or change the service owner. However, they can add subscriber groups, locations, departments, companies, and users.

For more details regarding roles and assigning roles to users and groups, refer to Installed with Service Portfolio Management for Service Portfolio Management-specific roles and User administration for role usage in the platform.

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