Share a free-form roadmap with stakeholders

Add people from your organization who are the stakeholders for the work involved in your roadmap plan so that they have visibility into the roadmap's progress.

Before you begin

• Create a free-form roadmap.

• Ensure that the users that you add as stakeholders have the appropriate role to access the roadmap. For more details on user roles, see Components installed with Portfolio Planning.

Role required: sn_align_core.apw_user

About this task

Grant access for the free-form roadmap to other users and stakeholders in your organization.

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning > Free-form Roadmaps

2. Select a roadmap to open it.

3. From the roadmap header, select the Share roadmap icon (

1. On the Share roadmap form, select users to share the roadmap with and set their access appropriately.

   1. In the Members or Groups field, enter the names of individual users or groups.

   2. From the Access field, select the access level as Viewer or Editor for the users selected.

      • An editor can view and change the roadmap's settings and data.
      • A viewer can only comment or add attachments. They can’t change any settings or data.
      • Select Send invite.

What to do next

Change the access level or remove access for a user or a group.

1. On the Share roadmap form, select Manage access.
2. From the user or group card, select the action menu icon (

1. Select the right access level or select Remove.

Parent Topic:Create a free-form roadmap