VISION user roles

Team member

• All users that are participating in the initiative

• Team members have the ability to see all of the initiative details and chat with team members

• Team members have the ability to create and edit tasks as well as see the manager tasks on the initiative kanban board

Lead Team Member

• Lead team member status is automatically given to the user who creates the project

• They have the ability to manage certain areas of an initiative once it is submitted. These areas include: the synopsis, problem, solution, documents and ROIs

• The lead team member can assign a lead role to any team member or manager

• Lead team members have the ability to create and edit tasks as well as see the manager tasks on the initiative kanban board

Collaborators

• Collaborators are able to view the initiative and chat with the team members to provide guidance

• Collaborators can be a stakeholder, contractor, PM/AO etc

• Collaborators will not have the ability to edit any information on the initiative

• Collaborators have the ability to see team and manager tasks on the initiative kanban board

Managers

• Managers are able to manage all initiatives for their organization and any organization below their organization

• Review initiatives submitted to their organization and all organizations below their organization.

• Input specific information on initiatives including: Functional areas, initiative types, phase, technology types, tags, ROIs, budget, and contract numbers.

• Take action on initiatives by accepting, transferring, pausing, completing or closing an initiative.

• Import up to 100 initiatives at a time into VISION

• Managers have the ability to create and edit tasks on the team and manager initiative kanban board

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