ART & User Management with runScrum A quick start guide

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

1

Create new ART

To create an ART click on the button in the top right corner.

The ART Creator has Admin permissions for all modules within this ART, which means he/she is able to see and edit everything.

2

Add title & description

In the dialog give your ART a meaningful name and add a description.

3

ART Manager

Define the ART Manager.

4

Add team members

Add all the team members, who should have access to this ART (you can add users later and give them the right permissions via the User Management).

5

Set the status

You can now change the status of your ART. Give your team members more information about the status within the status reason field.

6

Set the project duration

Define the start date and the duration (if necessary). These information will be visible in the ART Gantt Chart.

7

Save ...

When you’re ready, click the save button to create the ART.

Grab a cup of coffee, while the ART is created...

8

... and start!

Once the setup is done, you should see the new ART in the list.

Click on ART Title to navigate to ART Details Page or click the Edit Button to edit ART Details.

1

Navigate to Team Management

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

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.

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.

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.

5

Add new user

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

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.

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.

Psst... runScrum is temporarily available for free!