To assess your teams and user groups, consider the following questions
1. Which groups are currently involved in your tracking process?
Are those groups to use workflows and documents?
2. Can you predict requiring different privileges for users in these groups?
◦ everyone is required to administer the project for workflows and documents
◦ one administrator, with the rest of the team having a subset of the administrator’s privileges
What workflow and document privileges do you grant to your users?
3. What are the user groups you can identify?
◦ workflow and document users
◦ developers
◦ contractors
◦ testers/QA
◦ other
You may use these groups to start defining user groups in PTC RV&S.
4. Are your user groups defined by team, or do some user groups include members from different teams?
Is your user groups to be defined by your organization structure, or by process?
With your assessment answers in hand, you can now proceed to customizing your installation, described in the next section. As you go, you can refer to your assessment of your current tracking mechanism, your teams and user groups, and your scope of implementation.