12.1 About Groups

Transformation Manager allows you to track the following information for groups:

Full Name: Specify a name for the group account that is unique in the PTM system. Names can contain only letters, numbers, and the following special characters: space, hyphen, underscore, apostrophe, percent, ampersand, comma, and period.

Email Address: (Optional) Specify an email address for the group that is unique in the PTM system.

Scope: Specify whether the user’s privileges apply at the system or organization level in the PTM system. After the user’s scope is set, it cannot be modified. Organization scope is used only for groups in a Dashboard Viewer role for their organization’s projects.

Membership and Access: The following tabs allow you to view or manage the group’s access to information in the transformation environment. Some options might not be available, depending on the group’s assigned role.

  • All Roles

  • System (Add, Remove)

  • Organization

    • Migration Specialist (Add, Remove)

    • Project Architect (Add, Remove)

    • Project Manager (Add, Remove)

  • Project

    • Migration Specialist (Add, Remove)

    • Project Architect (Add, Remove)

    • Project Manager (Add, Remove)

  • Wave

    • Migration Specialist (Add, Remove)

    • Project Architect (Add, Remove)

  • Batch

    • Migration Specialist (Add, Remove)

    • Project Architect (Add, Remove)

  • Members (View, Add, Remove)