Adding Program Team Members

Just like projects, Programs have a team of resources responsible for the success of the program and the projects it contains. Adding projects to a program does not automatically assign program access to users. To access a program, users must have appropriate permission and be explicitly assigned to the program's Team. For more information on programs see, Creating and Managing Programs. 

This article covers:

• Program Permissions: Who can access Programs?
• Understanding Program Roles
• Adding and managing Program Team members
• Related articles

Program Permissions: Who can access Programs?

Access to Programs is managed by permission profiles. Standard permission profiles enable access to programs for Admins, Controllers and Managers. By default, Admins have access to all programs, while Controllers and Managers have access to create new programs and view programs to which they have been assigned. 

Standard permission profile access to Programs

• Admin: Create and manage all programs and view all financial information within the program.
• Controller: Create new programs or manage assigned programs; view all financial information within the program. 
• Manager: View assigned Programs; view all revenue-related financials within the program and its projects, but not cost.

Custom permission profile to Programs

To access programs, users must have the permission Manage programs assigned to their permission profile. Program financials will not be visible unless one of the financials permissions is also assigned to the profile. Consider the level of financial visibility required by your users when enabling permissions for program access. Programs report revenue-based financials, while their individual projects report both revenue and cost related financials.  

•  Manage programs: Access to create new programs, add/remove projects from a program and manage projects
• View financial information: Access to all financial features including Baseline, Budget, Periods and the Project Portfolio Report - viewing revenue, cost and profit.
• View financial information-revenue only: Access to all financial features including Baseline, Budget, Periods and the Project Portfolio Report - viewing only revenue

Understanding Program Roles

While permissions control access to programs, Program Roles control the specific actions a team member can perform within a program. The user who creates a program is the default Program Owner. Program Owners can add or remove program team members and control their individual Project Roles. 

Adding and managing Program Team members

Program Owners manage the programs Team. Program Users have access to all projects within a program and appear on each project's team. Program Team status supersedes project team access. Users assigned to a program's Team are automatically added to each project's Team and cannot be removed. 

Adding Team Members to a Program

To add users to a Program

1. Click Projects in the top bar.
2. Select Programs from the dropdown.
3. Click Settings.
4. Select Team in the left side panel.
5. Use Add member and select the team member/s to add to your program. 

Updating a team member's Program Role

By default, all users added to a program Team are assigned the Program Role, User. Once a user is added to the team, a Program Owner can adjust the user's Program Role. 

To change a user's Program Role

1. Click Projects in the top bar.
2. Select Programs from the dropdown.
3. Click Settings.
4. Select Team in the left side panel. 
5. Under People, identify the team member.
6. In Program Role, expand the dropdown.
7. Select Owner or User, as required. 

Removing a team member from a Program

Access to a program can be removed for team members who no longer have interest in the program Program Owners can remove team members from the program's Team page. 

To remove a team member from a Program

1. Click Projects in the top bar. 
2. Select Programs from the dropdown. 
3. Click Settings.
4. Select Team in the left side panel.
5. Identify the team member to remove. 
6. Click the three dots next to the team member's Program Role. 
7. Select Remove from program.
8. The user is now removed from the program and from all projects within the program. 

Related articles

• About Program Management
• Creating and Managing Programs
• Reviewing your Program's Budget