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avillanueva
avillanueva23-Emerald I
23-Emerald I
February 24, 2017
Solved

What process do people use to grant access to Product areas?

  • February 24, 2017
  • 1 reply
  • 1560 views

Just polling to see what other companies do.  We are looking to create somewhere where uses can request access to Products and have that routed to a certain role within the product (like a Product Manager). Sharepoint has a feature that if you are denied access, there is a button to email the owner and request access. Something similar to that or a process where by you can request access for multiple people (list).  Our posture is to grant access only on a need to know basis.  Does your company have this rolled into PDMLink or have you created an outside process to manage requests?

Best answer by DarrenStorey

For inspiration....

We let nominated members of each team control who joins which roles.

My colleague created a nice customization whereby you click a button on quick links

This gives you a list of products (that you are allowed to know exist)

After selecting a product you get a list of roles on that particular product team (that you are allowed to request to be added to....ie no product manager)

Afterwards a workflow is triggered sending an approval task to the members of the dedicated "Team Admin" role on the affected product.

If/when approved, the requester is programmatically added to the requested roles.

Not had to lift a finger since... but this is not exactly OOTB

Before that we managed it through IT helpdesk calls, but very often the requests were ambiguous and required a follow up call.

It was almost impossible to get timely approval from existing team members so team changes were happening without engagement/involvement from stakeholders.

This method also ensures the requester is already an authenticated user, as setting up an account is another process.

1 reply

D
DarrenStorey12-AmethystAnswer
12-Amethyst
February 24, 2017

For inspiration....

We let nominated members of each team control who joins which roles.

My colleague created a nice customization whereby you click a button on quick links

This gives you a list of products (that you are allowed to know exist)

After selecting a product you get a list of roles on that particular product team (that you are allowed to request to be added to....ie no product manager)

Afterwards a workflow is triggered sending an approval task to the members of the dedicated "Team Admin" role on the affected product.

If/when approved, the requester is programmatically added to the requested roles.

Not had to lift a finger since... but this is not exactly OOTB

Before that we managed it through IT helpdesk calls, but very often the requests were ambiguous and required a follow up call.

It was almost impossible to get timely approval from existing team members so team changes were happening without engagement/involvement from stakeholders.

This method also ensures the requester is already an authenticated user, as setting up an account is another process.

    avillanueva
    avillanueva23-Emerald IAuthor
    23-Emerald I
    February 24, 2017

    Would you be interesting in sharing the code for this?  Nailed my requirements exactly.

    D
    DarrenStorey12-Amethyst
    12-Amethyst
    February 28, 2017

    Open to information trading

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