ACCOLADE - System Roles

Administrators maintains Accolade users, access groups, templates, and configuration. Administrators can:

• Create, modify, deactivate, and remove Accolade user accounts.
• Create, modify, and delete access groups.
• Create queries, charts, reports, classes, link types, Excel workbooks, reference tables, global links, workflows, quick grids, functional areas, functions, and configure Accolade parameters.
• Create resource pools and assign resource pool owners.
• Edit existing metric definitions.
• Download, edit, delete, and add templates to the Template Library, when combined with the Template Access user role.

Administrators cannot access projects unless they are assigned a role that allows them to do so.

Default Home Page: User Administration

Process Designers manage the overall Stage-Gate process of a company or division. Process Designers can:

• Create, modify, and delete models and migration maps.
• Create, modify, and delete reference tables.
• Create, modify, download, and delete templates in the Template Library, when combined with the Template Access user role.
• Create queries, charts, reports, metrics, classes, link types, MS Excel workbooks, reference tables, global links, workflows, quick grids, functional areas, functions, and configure Accolade parameters.

Process Designers cannot access projects unless they are assigned a role that allows them to do so.

Default Home Page: Models

Reference Table Managers update reference table values using new versions of existing reference tables that they own. This role is assigned with other user roles. Reference Table Managers can:

• Upload a new version of a reference table that they own.
• Modify reference table details in tables that they own.

Only Administrators and Process Designers can create and upload new reference tables. Users assigned the Reference Table Manager user role can be assigned as the table's owner and can update new versions of the tables they own.

Default Home Page: Reference Tables

Process Managers guide projects through the Stage-Gate process from project creation to staffing to deleting the project when it is complete. Process Managers throughout your company may have different responsibilities depending on their management rights. Process Managers with sufficient management rights can:

• Create, edit, migrate, close, and delete projects.
• Add and remove team members, including the project manager.
• Update project details such as project name, description, and group.
• Upload versions of unowned deliverables, activities, and gate documents.
• Delete activities that do not apply.
• Enter project status.
• Set gate dates, enter gate meeting decision, and change a gatekeeper for a gate meeting.
• Act as the project manager or gate owner when a project or gate has no assigned owner.

Default Home Page: Gate Line-up

Project Managers oversee the completion of one or more projects. Process Managers assign Project Managers to projects when the project is created. Users assigned the Project Manager role can be assigned as a Project Manager to a project. When assigned to a project, Project Managers can do the following within that project:

• Add team members (if the Project Manager has Manage Team rights)
• Assign ownership of deliverables and activities.
• Upload versions of unowned deliverables and activities.
• Change the project name, description, and enter project status and metrics.
• Maintain related documents.
• Request resources.

Project managers cannot:

• Change the project manager or gate owners.
• Enter gate details and results.
• Create, close, or delete projects.

Some members of a project team may have both the Project Team Member and Project Manager roles. However, if they are added to the project as a Project Team Member, they only have Team Member rights in that project.

Default Home Page: My Projects

Project Team Members research and complete work on one more assigned projects. Team Members can:

• Locate projects and assignments through My Projects and My Assignments.
• View project information and communicate with other project members through the project pages.
• Create and publish deliverable and activity versions for documents they own.
• Assign activities for deliverables that they own to other members of the team.
• Add related documents to the project.
• Refresh charts and reports and use the Table Wizard based on assigned rights.
• View any project that is visible to them or to which they are assigned using Search.

Default Home Page: My Assignments

Restricted Team Members work on deliverables or activities in projects. They are not able to see any project information other than the deliverables and activities they own, nor do they have permission to use Table Wizard or Report Generator. Assign this role to consultants or other outside experts (either outside the company or outside the project team) to produce a deliverable in a project without being given access to any other project information. Restricted Team Members can:

• Locate and edit deliverables and activities assigned to them through My Assignments.
• Create and publish deliverable and activity versions for documents they own.

Restricted Team Members cannot be assigned any other role.

Default Home Page: My Assignments

Template Access users can access the Template Library, which is where templates for documents created in your company are stored. This role is combined with other user roles, and the role combination determines what type of access the user has:

• Administrators and Process Designers with this role can view existing templates and add templates to the library. In addition, Administrators and Process Designers can create and modify Quick Grid and Workflow templates.
• Process Managers, Idea Managers, Project Managers, and Project Team Members with this role can view templates that are labeled as Other. These are typically templates that are not formatted or populated with any data types.

Default Home Page: N/A

Gate Managers oversee gate details and the creation and completion of gate documents. A user with the Gate Manager role receives the management rights over the data in a specific gate when assigned as the gate owner of that gate. Gate Managers can:

• Be assigned as gate owners.
• Manage gate details, upload gate documents, and change gatekeepers on gates they own.

Default Home Page: My Gates

Decision Maker (Executive)

Decision Makers monitor projects and serve as gatekeepers at gate meetings, and are typically upper-level management employees. Decision Makers are people in the organization that make Go or No Go decisions throughout the Stage-Gate process. Decision Makers can:

• Be assigned as a gatekeeper on a project.
• View dates for upcoming gate meetings and view project information through Gate-Line Up and My Gates.
• Search for and view published documents.
• Use discussions and email to communicate with other gatekeepers on a project.
• View summaries and comparisons of project information using charts and reports.

Decision Makers cannot modify data in the system unless they are assigned a role that allows them to do so.

Default Home Page: Charts & Reports 

The Read Only role provides access for company staff who need to search for documents and information throughout the company, but do not have a need to update information. Read Only users can:

• Search for and view projects and published documents to which they have access group or security list access.
• View charts and reports.

This role does not include the right to upload documents or any Table Wizard rights.

Important! If a user who was previously not set to Read Only is assigned as the owner of any deliverables or activities, removing their other assigned roles and assigning them the Read Only role does not remove their access from the project or the ability to update project information by uploading new versions of the assigned documents. To ensure a user is truly Read Only, the assigned Project Manager must remove the user as the document owner from any assigned documents in the project.

Default Home Page: Search