Provide read-only access to SPM/PPM Project

ashwinipingle
Tera Guru

Dear SPM/PPM experts,

We have a need to provide random read-only access to specific users for specific SPM/PPM projects. These users are Agile Masters/Scrum Masters or a business head who will rarely login (once a month) but they need to be able to open the projects and read stories, etc. 

Is there a way to assign access for specific user for specific projects? It will be left to project manager to determine who should be given read-only access. e.g. if there is a change in Agile Master, then project manager should be able to remove earlier one and give read-only access to new one. Note that these users are handful and they will not create any tasks/stories in project but will need to read projects. We are tracking manufacturing projects (not IT projects) and once in a while we have a situation where someone needs to provided read-only access. 

Is this possible?

 

Best Regards,

Ashwini Pingle 

2 ACCEPTED SOLUTIONS

Community Alums
Not applicable

Hi @ashwinipingle ,

At a minimum out of the box you need the ITIL and/or project_user role.

To access the Project application requires one of the following roles: project_user, project_manager, project_portfolio_user.

View solution in original post

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @ashwinipingle 

 

You can see the roles available for PPM/SPM and according to that you can give that role. ITIL is not required.

 

Roles available

 

project_user

project_manager,

project_portfolio_user.

 

if none is providing Read only, then create a new role and use or create ACL. 

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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View solution in original post

2 REPLIES 2

Community Alums
Not applicable

Hi @ashwinipingle ,

At a minimum out of the box you need the ITIL and/or project_user role.

To access the Project application requires one of the following roles: project_user, project_manager, project_portfolio_user.

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @ashwinipingle 

 

You can see the roles available for PPM/SPM and according to that you can give that role. ITIL is not required.

 

Roles available

 

project_user

project_manager,

project_portfolio_user.

 

if none is providing Read only, then create a new role and use or create ACL. 

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

****************************************************************************************************************