Define the users and organizations that have a role for the component

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 component in the Components data workbench or the component content area via Overview > Responsibilities.

Each role column represents the responsibility that a user or organization has for the component. A person can have one of the following roles or a custom role added by your company:

An organization can have one of the following roles or a custom role added by your company:

  1. Click a column cell to open a selector to define the role for the component. Depending on the role column, the selector may have a section for both Person and Organization.
  2. Expand the relevant section and select the person or organization to assign their role to the component.