Access Within Innovation Planning and Roadmapping

To access Innovation Planning, an Accolade user must be assigned the Planner user role. Security rights and your assignments within each planning element determine what you can see and do with that element.

Note:  You may be asked to select a location when you access Accolade. Your selection can restrict your access to projects and information to only those allowed to be viewed from that location. It is possible that you have access to information in one location that you do not have access to in another location. Restrictions are in place to ensure your company's intellectual property is not in danger based on the laws and regulations in various countries.

Accolade offers several layers of security that defines what users have access to see and do within the application. The Accolade security features also apply to Innovation Planning as outlined below:

• Access Groups - Access groups restrict what users can see in Innovation Planning and other locations within Accolade. Users can see elements that are assigned the same access group to which they are assigned. Rights within an access group also change how users can interact with elements within Innovation Planning. For example, only users who also have the Process Manager user role with Add Project rights can add planning elements to any view. See Access Groups Overview for more information.
• Security Lists - Security lists further refine access to information in Innovation Planning and other locations within Accolade. A security list is a hierarchical list within a single category, such as location, that you can use to manage access to planning elements. A user and a planning element must be assigned to the same security list for the user to have access to view the element. See Security Lists Overview for more information.
• Security Profiles - Security profiles are also used to further restrict access rights based on classes and security metrics. Element types in Innovation Planning are classes. Users assigned to the profile can view elements of the included class(es) that contain identical metric values. Planners can create elements of the types associated with the classes to which they are assigned. See Security Profiles Overview for more information.
• Assignments - Users are assigned to a planning element as a project manager or as a member of the project team. You can view planning elements, and in some cases edit element details, if you have the Planner user role and are assigned to the element as a member of the team.

 

The following rights and permissions are required within Innovation Planning:

Action	User Must Have These Roles and Rights
Access to Innovation Planning and Roadmapping	Planner. The Planner user role is required for any user to access Accolade Innovation Planning and Accolade Roadmapping. Without this role, the Planning menu option does not display.
Add planning elements to Canvas, Grid, or Gantt views	Planner and Process Manager with Add Project rights can add planning elements to any view. To add an element to the main planning board, you must have Add Project rights at the Root access group level. To add an element to a child board, you must have Add Project rights to the access group assigned to the parent element. In addition, if security lists are in use, you must have rights to the same security list values as the parent to add an element to a parent's child board. Access groups are assigned to the parent element in the element details in the Security section.
View planning elements within Canvas, Grid, or Gantt views	Planner with the appropriate security. You can see elements within planning if you are assigned the access group, security list, and your security profile rights match those assigned to an element. If the security information defined for an element does not match your user, you cannot see the element in any view.
Edit planning elements within Canvas, Grid, or Gantt views	Planner and element team members. Team members and the assigned project manager can edit aspects of an element such as metric values. Additional rights may be required. See the topics throughout this Help for more details. Process Managers with Manage Process rights also have editing capabilities for elements on the planning board.
Save public Grid and Gantt views	Planner and Planning View Designer. Planners can create and save views for their own use; however, the Planning View Designer user role is required to save views for other Planners.
Create categories to group views	Planner and Process Designer. The Process Designer user role is required to create categories in which you can save views.
Create or modify planning element types	Planner, Process Designer, and Process Manager with Add Project rights at the Root access group level.

Each topic within the Planning Innovation Strategies section of this online Help provides the roles and access rights required to complete additional tasks within Innovation Planning, such as adding team members to an element.