You can assign roles to the people in your organization to manage or to view appropriate information:
■ A system administrator or director might create the “building blocks” for each general type of project/opportunity in your organization.
■ Managers or business analysts might be given access to create projects/opportunities and to combine and modify the “building blocks” for each specific one.
■ Staff operations personnel might be allowed to view all or some projects/opportunities and to view and modify tasks that have been assigned to them.
Process Manager group roles