Define the stakeholders and business owners for a contract
A role represents a functional responsibility that a user or organization has for the contract. Assigning users and organizations to roles is critical to understanding responsibility for assets in the IT and is required to answer the business question Who is responsible for our assets?.
Responsibilities are based on preconfigured role types. Your company may also configure custom role types via the Portfolio Admin user profile. Depending on the role type, a specified user and/or a specified organization may fulfill the responsibility for the component. A user assigned responsibility via a role has read-only permissions to the component. To change data about the component, they must also be specified as an authorized user or member of a n authorized user group.
Roles can be assigned to a contract in the Contracts data workbench or the contract content area via Overview > Responsibilities.
A person or organization can have one of the following roles or a custom role added by your company:
- Business Owner: A person or organization that owns the contract and understands its purpose for the business.
- Stakeholder: A person or organization that has an interest in the contract and therefore requires read-only access permissions.
- Click in the relevant role field to open the selector.
- Expand the ORGANIZATION or USER sections in the selector and select the person or organization fulfilling the role.
- Click OK to save the role definition and close the selector.