Use > Plan > Idea and Proposal Management > Ideas > Idea roles and permissions

Idea roles and permissions

There are specific roles associated with ideas. Service Management uses role-based permissions to enable you to complete a task that is appropriate to your role. The tenant administrator manages and assigns these permissions.

By default, the following roles are related to an idea lifecycle. These roles support idea creation and process ownership.

Role Responsibilities
Service Portal user
  • Creates ideas from the Service Portal
  • Edits or abandons ideas before publication
  • Publishes ideas when they are ready
Idea reviewer
  • Evaluates ideas and moves them to the Review phase when needed
  • Reviews existing ideas and provides review feedback
  • Categorizes and prioritizes ideas
  • Approves or rejects ideas after review
Idea administrator
  • Assigns roles and permissions related to idea management to Service Management users
  • Defines and configures the workflow process for ideas

Review the individual permission assignments for each role in Administration > Master Data > People > Roles.

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