Access Level Privileges
Privileges define what you can access in Success Navigator, along with your program and project memberships. Privileges are managed by Access Levels. Success Navigator includes the following Access Levels, ordered from most privileges to least:
- Administrator—Full access to all features and users.
- Program Manager—Manage programs and projects including membership.
- Release Planning Manager—Manage roadmaps and release plans.
- Program Contributor—Contribute to program activities including milestones and journey files.
- Account Manager—Manage and update the Production Profile.
- Content Viewer—View content and add limited inputs (e.g., add roadmap comments).
All users receive the Content Viewer role. You can be assigned more than one Access Level. If that happens, you will have the privileges of the highest access level.
Roles and Capabilities
Review the actions you can take in Success Navigator by capability and the Access Level needed.
Portfolio Dashboard and Home Page
| Capability | Administrator | Program Contributor | Content Viewer | Release Planning Manager | Program Manager | Account Manager |
|---|---|---|---|---|---|---|
| View Account Portfolio | Yes | Yes | Yes | Yes | Yes | Yes |
| Select Fusion or OCI on Account Portfolio | Yes | Yes | Yes | Yes | Yes | Yes |
| Select account to enter on Account Portfolio | Yes | Yes | Yes | Yes | Yes | Yes |
| View home page | Yes | Yes | Yes | Yes | Yes | Yes |
| View recommended activities | Yes | Yes | Yes | Yes | Yes | Yes |
| Mark recommended activities complete | Yes | Yes | No | Yes | Yes | Yes |
| Provide feedback | Yes | Yes | Yes | Yes | Yes | Yes |
| Access OGL guides | Yes | Yes | Yes | Yes | Yes | Yes |
| View notifications | Yes | Yes | Yes | Yes | Yes | Yes |
| Access user menu | Yes | Yes | Yes | Yes | Yes | Yes |
User Menu and Profile Settings
| Capability | Administrator | Program Contributor | Content Viewer | Release Planning Manager | Program Manager | Account Manager |
|---|---|---|---|---|---|---|
| View user menu | Yes | Yes | Yes | Yes | Yes | Yes |
| Switch organization | Yes | Yes | Yes | Yes | Yes | Yes |
| Switch account | Yes | Yes | Yes | Yes | Yes | Yes |
| Edit profile | Yes | Yes | Yes | Yes | Yes | Yes |
| Upload profile photo | Yes | Yes | Yes | Yes | Yes | Yes |
| Enable or disable personal AI Assist | Yes | Yes | Yes | Yes | Yes | Yes |
Application Management
| Capability | Administrator | Program Contributor | Content Viewer | Release Planning Manager | Program Manager | Account Manager |
|---|---|---|---|---|---|---|
| View team members | Yes | Yes | Yes | Yes | Yes | Yes |
| Search team members | Yes | Yes | Yes | Yes | Yes | Yes |
| Filter team members | Yes | Yes | Yes | Yes | Yes | Yes |
| Add team members | Yes | No | No | No | No | No |
| Edit team members | Yes | No | No | No | No | No |
| Deactivate team members | Yes | No | No | No | No | No |
| Delete team members | Yes | No | No | No | No | No |
| Use AI Assist | Yes | Yes | Yes | Yes | Yes | Yes |
| Enable or disable AI Assist (global) | Yes | No | No | No | No | No |
| Access partner management | Yes | No | No | No | No | No |
| Add or delete partner | Yes | No | No | No | No | No |
Feature Planning (Features and Roadmaps)
| Capability | Administrator | Program Contributor | Content Viewer | Release Planning Manager | Program Manager | Account Manager |
|---|---|---|---|---|---|---|
| View feature lists | Yes | Yes | Yes | Yes | Yes | Yes |
| Add features to adoption roadmap | Yes | No | No | Yes | No | No |
| Search feature lists | Yes | Yes | Yes | Yes | Yes | Yes |
| Filter feature lists | Yes | Yes | Yes | Yes | Yes | Yes |
| Download feature lists | Yes | Yes | Yes | Yes | Yes | Yes |
| Share features | Yes | Yes | Yes | Yes | Yes | Yes |
| View adoption roadmaps | Yes | Yes | Yes | Yes | Yes | Yes |
| Search adoption roadmaps | Yes | Yes | Yes | Yes | Yes | Yes |
| Change adoption roadmap views | Yes | Yes | Yes | Yes | Yes | Yes |
| View features on adoption roadmaps | Yes | Yes | Yes | Yes | Yes | Yes |
| Delete features on adoption roadmaps | Yes | No | No | Yes | No | No |
| Comment on features on adoption roadmaps | Yes | Yes | Yes | Yes | Yes | Yes |
| Update feature status on adoption roadmaps | Yes | No | No | Yes | No | No |
| Update due date on adoption roadmaps | Yes | No | No | Yes | No | No |
| Change assignee on adoption roadmaps | Yes | No | No | Yes | No | No |
| Create or add tags on adoption roadmaps | Yes | No | No | Yes | No | No |
| Move features (Kanban view of adoption roadmaps) | Yes | No | No | Yes | No | No |
| Rename Kanban columns of adoption roadmaps | Yes | No | No | Yes | No | No |
| Export adoption roadmaps | Yes | Yes | Yes | Yes | Yes | Yes |
OMBP (Key Features and Learn Business Processes)
| Capability | Administrator | Program Contributor | Content Viewer | Release Planning Manager | Program Manager | Account Manager |
|---|---|---|---|---|---|---|
| View videos | Yes | Yes | Yes | Yes | Yes | Yes |
| Filter by country and pillar | Yes | Yes | Yes | Yes | Yes | Yes |
| View business processes | Yes | Yes | Yes | Yes | Yes | Yes |
| Download attachments | Yes | Yes | Yes | Yes | Yes | Yes |
| Access training | Yes | Yes | Yes | Yes | Yes | Yes |
Programs
| Capability | Administrator | Program Contributor | Content Viewer | Release Planning Manager | Program Manager | Account Manager |
|---|---|---|---|---|---|---|
| View programs | Yes | Yes | Yes | Yes | Yes | Yes |
| Create program | Yes | No | No | No | Yes | No |
| Edit programs | Yes | No | No | No | Yes | No |
| View program details | Yes | Yes | Yes | Yes | Yes | Yes |
| Manage team members | Yes | No | No | No | Yes | No |
| Manage projects | Yes | No | No | No | Yes | No |
| Manage milestones | Yes | No | No | No | Yes | No |
Production Profile
| Capability | Administrator | Program Contributor | Content Viewer | Release Planning Manager | Program Manager | Account Manager |
|---|---|---|---|---|---|---|
| View Production Profile | Yes | No | No | No | No | Yes |
| Edit Production Profile | Yes | No | No | No | No | Yes |
My Documents
| Capability | Administrator | Program Contributor | Content Viewer | Release Planning Manager | Program Manager | Account Manager |
|---|---|---|---|---|---|---|
| View documents | Yes | Yes | Yes | Yes | Yes | Yes |
| Search documents | Yes | Yes | Yes | Yes | Yes | Yes |
| Upload file | Yes | Yes | No | Yes | Yes | Yes |
| Download file | Yes | Yes | Yes | Yes | Yes | Yes |
| Edit file | Yes | Yes | No | Yes | Yes | Yes |
| Attach file to program | Yes | Yes | No | Yes | Yes | Yes |
| Delete file | Yes | Limited | No | Yes | Yes | Yes |
| View file properties | Yes | Yes | Yes | Yes | Yes | Yes |