Share a free-form roadmap with stakeholders in Portfolio Planning Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Add people from your organization who are the stakeholders for the work involved in your roadmap plan so that they have visibility into the roadmap's progress.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Grant access for the free-form roadmap to other users and stakeholders in your organization.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning > Free-form Roadmaps
    2. Select a roadmap to open it.
    3. From the roadmap header, select the Share roadmap icon (Share roadmap icon).
    4. On the Share roadmap form, select users to share the roadmap with and set their access appropriately.
      1. In the Members or Groups field, enter the names of individual users or groups.
      2. From the Access field, select the access level as Viewer or Editor for the users selected.
        • An editor can view and change the roadmap's settings and data.
        • A viewer can only comment or add attachments. They can’t change any settings or data.
    5. Select Send invite.

    What to do next

    Change the access level or remove access for a user or a group.
    1. On the Share roadmap form, select Manage access.
    2. From the user or group card, select the action menu icon (Action menu icon.).
    3. Select the right access level or select Remove.