Targetprocess: Share Views

This article provides information about how to share views in Targetprocess.

Share a view with other Targetprocess users

The ability to share views in Targetprocess is limited to the following roles:

• Product Manager
• Release Train Engineer
• Administrators

If you are in one of these roles, you can share a view with other Targetprocess users by taking the following steps:

1. In the left-hand menu, navigate to the view you want to share.
2. Click on the three-dots icon to the right of the view name, and select Access. The Access window will open.
   
3. In the Access window, on the left-hand side, there are three access options. In almost all situations, you will choose Private or Custom Sharing:
   • Private 
     • Private views are visible to the view owner only. However, it is accessible via direct link for administrators as well. This is the default option for new views. 
   • Custom sharing 
     • View is visible to all members of selected Teams and Portfolios (Projects) or to specific users.
     • When setting "Custom Sharing" on a given view or folder of views, it is recommended to provide access via Portfolios and Teams (vs. giving individual users access). 

Note: Because Public views will be visible in the left-hand menu to all users of Targetprocess this option should not be used unless you have submitted a Targetprocess Modification request and it has been approved.

Caveats

• Views will inherit the access settings of their parent folders. 
  • As a result, if you encounter the message "You can not edit Access because it is inherited from parent Folder", work with the folder owner and/or Targetprocess administrators to discuss the sharing permissions of the folder or view.
• Views can only be shared with users in Targetprocess.
  • Limited viewing access can be approved for others at the University provided there is a valid business need. Work with your Release Train Engineer (RTE) or Product Manager (PM) if such access is necessary.