Users & Teams

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.

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.

Next step: Create and link Initiatives to PBI Items

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