Define responsibilities for a contract group

A role represents a functional responsibility that a user or organization has for the contract group. 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 contract group. A user assigned responsibility via a role has read-only permissions to the contract groups. To change data about the contract group, they must also be specified as an authorized user or member of an authorized user group.

Roles can be assigned to a contract group in the Contract Groups data workbench or the contract group content area via Overview > Responsibilities. A person 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 group.
• Stakeholder: A person or organization that has an interest in the contract group and therefore requires read-only access permissions.

To specify responsibilities for the contract group:

1. Click in the relevant role field to open the selector.
2. Expand the ORGANIZATION or USER sections in the selector and select the person or organization fulfilling the role.
3. Click OK to save the role definition and close the selector.