idea

Roles and Permissions Management

Problem Statement (What)

User and team management in portal does not exist and causes issues when staff and teams change at Trilogy. Teams are essential to some foundational features (tasks, package management, bill processing) and require a solution to manage the links between users and team.

Permissions are also tied to roles but doesn’t necessary provide the flexibility needed in portal. We should also look at this.

Possible Solution (How)

Surface the team relationship through features like packages, inboxes, composable work day.

A potential solution to managing the teams is a team list page that the team leader/owner can manage (add, remove team members).

They could potentially assign roles within the team so that those team members have permissions in portal.

Benefits (Why)

As this relates to the underlying data integrity and workflows, it will provide reduction in team management time, improve the accuracy of data and reduce the number of queries and errors raised in portal.

It lays the foundations to support new views for teams such as kanban powered workflows for example.

Owner (Who)

CPO

Other Stakeholders

All team managers, HR, Operations

Assumptions & Dependencies, Risks

Questions to be addressed in discovery:

Do we integrate with a third party to manage teams? Pros/Cons

Estimated Effort

• 1 sprint discovery
• 1 sprint design
• 2-3 sprints development depending on scope

Proceed to PRD?

Yes