Proposal roles and permissions

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

There are specific roles associated with proposals. 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 a proposal lifecycle. These roles support proposal creation and process ownership.

Role	Responsibilities
Proposal Creator	Creates proposals Publishes proposals for review Abandons proposals before publication
Proposal Reviewer	Reviews existing proposals and provides review feedback Categorizes and prioritizes proposals Approves or rejects proposals after review
Portfolio Manager	Assesses proposals from multiple dimensions to align with the company strategies and business objectives Defines and configures the workflow process for proposals Manages business objectives and impacts investment decisions
Proposal Administrator	Creates, updates, and deletes proposals Creates approval definitions for proposals

Role

Responsibilities

Proposal Creator

Creates proposals
Publishes proposals for review
Abandons proposals before publication

Proposal Reviewer

Reviews existing proposals and provides review feedback
Categorizes and prioritizes proposals
Approves or rejects proposals after review

Portfolio Manager

Assesses proposals from multiple dimensions to align with the company strategies and business objectives
Defines and configures the workflow process for proposals
Manages business objectives and impacts investment decisions

Proposal Administrator

Creates, updates, and deletes proposals
Creates approval definitions for proposals

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