Difference between revisions of "Service Manager Roles"

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:* [[Roles |Roles Explained]]
 
:* [[Roles |Roles Explained]]
 
|}
 
|}
== Default Roles ==
+
== Asset Management Roles ==
On the installation of Service Manager a number of default roles are included.
 
  
===Asset Management Admin ===
+
=== Asset Management Admin ===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for an Asset Management Administrator. It includes rights to define new and edit existing Asset Types as well as being able to add detailed Asset information
 
This role is for an Asset Management Administrator. It includes rights to define new and edit existing Asset Types as well as being able to add detailed Asset information
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
  
 
:: '''Application Rights'''
 
:: '''Application Rights'''
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::* Edit Configuration Items
 
::* Edit Configuration Items
 
::* Delete Configuration Items
 
::* Delete Configuration Items
 +
</div>
 +
</div>
 +
</div>
  
 
=== Asset Management User===
 
=== Asset Management User===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for an Asset Management User. It includes rights to define new and edit existing Assets as well as being able to add detailed Asset information.
 
This role is for an Asset Management User. It includes rights to define new and edit existing Assets as well as being able to add detailed Asset information.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
 
:: '''Application Rights'''
 
:: '''Application Rights'''
 
::* View Asset Management
 
::* View Asset Management
 +
</div>
 +
</div>
 +
</div>
  
 
=== Asset Manager ===
 
=== Asset Manager ===
 
This role should be granted to Asset Managers. It is used for task/activity assignment in the Hornbill Business Process Manager.
 
This role should be granted to Asset Managers. It is used for task/activity assignment in the Hornbill Business Process Manager.
  
 +
== Change Management Roles ==
 
===CAB Approver ===
 
===CAB Approver ===
 
This role should be granted to CAB Approvers. It is used for task/activity assignment in the Hornbill Business Process Manager.
 
This role should be granted to CAB Approvers. It is used for task/activity assignment in the Hornbill Business Process Manager.
  
 
===Change Calendar Viewer===
 
===Change Calendar Viewer===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This roles grant read only access to the Change Calendar and scheduled Change Requests.
 
This roles grant read only access to the Change Calendar and scheduled Change Requests.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
 
:: '''Application Rights'''
 
:: '''Application Rights'''
 
::* Can view Change Management
 
::* Can view Change Management
 
::* Can view Change Requests
 
::* Can view Change Requests
 +
</div>
 +
</div>
 +
</div>
  
 
===Change Management Full Access ===
 
===Change Management Full Access ===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a senior user of Change Management. It supersedes the Change Management User role and includes rights to cancel and reopen Change Requests.
 
This role is for a senior user of Change Management. It supersedes the Change Management User role and includes rights to cancel and reopen Change Requests.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
 
:: '''Application Rights'''
 
:: '''Application Rights'''
 
::* View Changes
 
::* View Changes
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::* View Customer Records
 
::* View Customer Records
 
::* Manage Boards
 
::* Manage Boards
 +
</div>
 +
</div>
 +
</div>
  
 
=== Change Management User===
 
=== Change Management User===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a user of Change Management. It includes rights to view, edit and complete Change Requests.
 
This role is for a user of Change Management. It includes rights to view, edit and complete Change Requests.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
 
:: '''Application Rights'''
 
:: '''Application Rights'''
 
::* View Changes
 
::* View Changes
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::* Export from Requests List
 
::* Export from Requests List
 
::* View Customer Records
 
::* View Customer Records
 +
</div>
 +
</div>
 +
</div>
  
 
=== Change Manager===
 
=== Change Manager===
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This role should be granted to Users who have the 'Change Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.
 
This role should be granted to Users who have the 'Change Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.
  
===Hornbill Service Manager System Role ===
+
== Incident Management Roles ==
This role is reserved for Hornbill Service Manager application use and should not be granted to any user.
 
 
 
 
=== Incident Assignee===
 
=== Incident Assignee===
 
This role should be granted to Users who have the 'Incident Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.
 
This role should be granted to Users who have the 'Incident Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.
  
 
=== Incident Management Full Access===
 
=== Incident Management Full Access===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a senior user of Incident Management. It supersedes the Incident Management User role and includes rights to cancel and reopen Incidents.
 
This role is for a senior user of Incident Management. It supersedes the Incident Management User role and includes rights to cancel and reopen Incidents.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
  
 
:: '''Application Rights'''
 
:: '''Application Rights'''
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::* View Customer Records
 
::* View Customer Records
 
::* Export Request List
 
::* Export Request List
 +
</div>
 +
</div>
 +
</div>
  
 
=== Incident Management User===
 
=== Incident Management User===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a users that perform day to day work within Incident Management where they are required to raise, manage, and close Incident records.
 
This role is for a users that perform day to day work within Incident Management where they are required to raise, manage, and close Incident records.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
  
 
:: '''Application Rights'''
 
:: '''Application Rights'''
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::* Resolve Incidents
 
::* Resolve Incidents
 
::* Close Incidents
 
::* Close Incidents
::* Cancel Incidents
 
::* Re-open Incident
 
 
::* View Customer Records
 
::* View Customer Records
 
::* Export Request List
 
::* Export Request List
 +
</div>
 +
</div>
 +
</div>
  
 +
== Problem Management Roles ==
 
=== Known Error Assignee ===
 
=== Known Error Assignee ===
 
This role should be granted to Users who have the 'Problem Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.
 
This role should be granted to Users who have the 'Problem Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.
 
=== My Boards===
 
This role is for the My Boards feature within the Service Manager Application.  There are no specific application rights for the Boards.  Assigning this role to a user will make the Boards option available to the user under the Service Manager menu item.
 
  
 
===Problem Investigation Assignee===
 
===Problem Investigation Assignee===
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=== Problem Management Full Access===
 
=== Problem Management Full Access===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a senior user of Problem Management. It supersedes the Problem Management User role and includes rights to cancel and reopen Problems.
 
This role is for a senior user of Problem Management. It supersedes the Problem Management User role and includes rights to cancel and reopen Problems.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
  
 
:: '''Application Rights'''
 
:: '''Application Rights'''
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::* Update Locked Problems
 
::* Update Locked Problems
 
::* Update Locked Known Errors
 
::* Update Locked Known Errors
 +
</div>
 +
</div>
 +
</div>
  
 
=== Problem Management User===
 
=== Problem Management User===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a user of Problem Management. It includes rights to view, edit and resolve Problems.
 
This role is for a user of Problem Management. It includes rights to view, edit and resolve Problems.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
  
 
:: '''Application Rights'''
 
:: '''Application Rights'''
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::* Resolve Known Errors
 
::* Resolve Known Errors
 
::* Close Known Errors
 
::* Close Known Errors
 +
</div>
 +
</div>
 +
</div>
  
 +
== Release Management Roles ==
 
=== Release Assignee===
 
=== Release Assignee===
 
This role should be granted to Users who have the 'Release Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager
 
This role should be granted to Users who have the 'Release Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager
  
 
===Release Management Full Access===
 
===Release Management Full Access===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a senior user of Release Management. It supersedes the Release Management User role and includes rights to cancel and reopen Release
 
This role is for a senior user of Release Management. It supersedes the Release Management User role and includes rights to cancel and reopen Release
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
  
 
:: '''Application Rights'''
 
:: '''Application Rights'''
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::* Update Locked Releases
 
::* Update Locked Releases
 
::* View Assets
 
::* View Assets
 +
</div>
 +
</div>
 +
</div>
  
 
===Release Management User===
 
===Release Management User===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a user of Release Management. It includes rights to view, edit and complete Releases
 
This role is for a user of Release Management. It includes rights to view, edit and complete Releases
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
  
 
:: '''Application Rights'''
 
:: '''Application Rights'''
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::* Resolve Releases
 
::* Resolve Releases
 
::* View Assets
 
::* View Assets
 +
</div>
 +
</div>
 +
</div>
  
 
===Release Manager===
 
===Release Manager===
 
This role should be granted to Release Managers. It is used for task/activity assignment in the Hornbill Business Process Manager
 
This role should be granted to Release Managers. It is used for task/activity assignment in the Hornbill Business Process Manager
  
===Self Service User===
+
== Service Requests Roles ==
This role is for a Selfservice User that requires access to Self Service Portal to be able to raise and view Requests.
 
 
 
=== Service Desk Admin ===
 
This role is for a Service Desk Administrator. It includes all rights to administrative functions such as setting up support teams as well as being able to cancel requests.
 
 
 
=== Service Manager Authorised Guest ===
 
This role is for guests accessing the Hornbill Customer Portal.
 
 
 
=== Service Manager Reporting===
 
This Role grants the user the ability to Create, Update, and Manage all aspects of reporting within Service Manager. This includes Measures, Widgets, Dashboards, Slideshows, and Reports
 
 
 
 
===Service Request Assignee===
 
===Service Request Assignee===
 
This role should be granted to Users who have the 'Service Request User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.
 
This role should be granted to Users who have the 'Service Request User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.
  
 
===Service Request Full Access===
 
===Service Request Full Access===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a senior user of Service Request Management. It supersedes the Service Request User role and includes rights to cancel and reopen Service Requests.
 
This role is for a senior user of Service Request Management. It supersedes the Service Request User role and includes rights to cancel and reopen Service Requests.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
  
 
:: ''' Application Rights'''
 
:: ''' Application Rights'''
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::* Manage Boards
 
::* Manage Boards
 
::* Update Locked Service Requests
 
::* Update Locked Service Requests
 +
</div>
 +
</div>
 +
</div>
  
 
===Service Request User===
 
===Service Request User===
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
This role is for a user of Service Request Management. It includes rights to view, edit and fulfill Service Requests.
 
This role is for a user of Service Request Management. It includes rights to view, edit and fulfill Service Requests.
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
 +
:: ''' Application Rights'''
 +
::* View Service Requests
 +
::* Create Service Requests
 +
::* Update Service Requests
 +
::* Resolve Service Requests
 +
::* Close Service Requests
 +
::* View Customer Records
 +
::* Export Request List
 +
::* Manage Boards
 +
</div>
 +
</div>
 +
</div>
  
 
===Services Manager===
 
===Services Manager===
This role is for a Services Administrator. It includes rights to add, edit and remove Services from the Service Portfolio.
+
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 +
This roles provides administrative options to manage services and their content within Service Portfolio area. A user who is assigned this role will be able to see Services that they own and non-private Services that they support. To see all the Services in the system, you'll need to be in context of a user who is assigned a role that has "admin" privilege level (E.g. Admin Role or Super User Role).
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
 
 +
:: '''Application Rights'''
 +
::* View Service Records
 +
::* Create Service Records
 +
::* Edit Service Records
 +
::* Delete Service Records
 +
::* Manage Subscriptions
 +
</div>
 +
</div>
 +
</div>
 +
 
 +
== System and Application Roles ==
 +
=== Hornbill Service Manager System Role ===
 +
This role is reserved for Hornbill Service Manager application use and should not be granted to any user.
 +
 
 +
=== My Boards===
 +
This role is for the My Boards feature within the Service Manager Application.  There are no specific application rights for the Boards.  Assigning this role to a user will make the Boards option available to the user under the Service Manager menu item.
 +
 
 +
===Self Service User===
 +
This role is for a Selfservice User that requires access to Self Service Portal to be able to raise and view Requests.
 +
 
 +
=== Service Desk Admin ===
 +
This role is for a Service Desk Administrator. It includes all rights to administrative functions such as setting up support teams as well as being able to cancel requests.
 +
 
 +
=== Service Manager Authorised Guest ===
 +
This role is for guests accessing the Hornbill Customer Portal.
 +
 
 +
=== Service Manager Reporting===
 +
This Role grants the user the ability to Create, Update, and Manage all aspects of reporting within Service Manager. This includes Measures, Widgets, Dashboards, Slideshows, and Reports
  
 
[[Category:Service Manager Administration]]
 
[[Category:Service Manager Administration]]

Revision as of 14:51, 16 April 2020

Home > Administration > Service Manager > Roles Index

Introduction

Service Manager Roles are a collection of rights that are provided for different set activities within Service Manager. These roles can be allocated to the different users to quickly and easily allocate the available features required to fulfill their job.

Related Articles

Asset Management Roles

Asset Management Admin

This role is for an Asset Management Administrator. It includes rights to define new and edit existing Asset Types as well as being able to add detailed Asset information

Application Rights
  • View Asset Management
  • View Asset Audit Trail
  • Administer Asset Management
  • View CMS
  • View Configuration Items
  • Create Configuration Items
  • Edit Configuration Items
  • Delete Configuration Items

Asset Management User

This role is for an Asset Management User. It includes rights to define new and edit existing Assets as well as being able to add detailed Asset information.

Application Rights
  • View Asset Management

Asset Manager

This role should be granted to Asset Managers. It is used for task/activity assignment in the Hornbill Business Process Manager.

Change Management Roles

CAB Approver

This role should be granted to CAB Approvers. It is used for task/activity assignment in the Hornbill Business Process Manager.

Change Calendar Viewer

This roles grant read only access to the Change Calendar and scheduled Change Requests.

Application Rights
  • Can view Change Management
  • Can view Change Requests

Change Management Full Access

This role is for a senior user of Change Management. It supersedes the Change Management User role and includes rights to cancel and reopen Change Requests.

Application Rights
  • View Changes
  • Create Changes
  • Update Changes
  • Resolve Changes
  • Cancel Changes
  • Re-open Changes
  • Update Locked Change Requests
  • View Assets
  • View Customer Records
  • Manage Boards

Change Management User

This role is for a user of Change Management. It includes rights to view, edit and complete Change Requests.

Application Rights
  • View Changes
  • Update Changes
  • Create Changes
  • Resolve Changes
  • Close Changes
  • View assets
  • Manage Boards
  • Export from Requests List
  • View Customer Records

Change Manager

This role should be granted to Change Managers. It is used for task/activity assignment in the Hornbill Business Process Manager.

Change Request Assignee

This role should be granted to Users who have the 'Change Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.

Incident Management Roles

Incident Assignee

This role should be granted to Users who have the 'Incident Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.

Incident Management Full Access

This role is for a senior user of Incident Management. It supersedes the Incident Management User role and includes rights to cancel and reopen Incidents.

Application Rights
  • View the Service Desk App
  • View Incidents
  • Create Incidents
  • Update Incidents
  • Resolve Incidents
  • Close Incidents
  • Cancel Incidents
  • Re-open Incidents
  • View Customer Records
  • Export Request List

Incident Management User

This role is for a users that perform day to day work within Incident Management where they are required to raise, manage, and close Incident records.

Application Rights
  • View the Service Desk App
  • View Incidents
  • Create Incidents
  • Update Incidents
  • Resolve Incidents
  • Close Incidents
  • View Customer Records
  • Export Request List

Problem Management Roles

Known Error Assignee

This role should be granted to Users who have the 'Problem Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.

Problem Investigation Assignee

This role should be granted to Users who have the 'Problem Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.

Problem Management Full Access

This role is for a senior user of Problem Management. It supersedes the Problem Management User role and includes rights to cancel and reopen Problems.

Application Rights
  • View Problem Records
  • Create Problem Records
  • Update Problem Records
  • Resolve Problem Records
  • Close Problem Records
  • Cancel Problem Records
  • Re-open Problem Records
  • View Known Errors
  • Create Known Errors
  • Resolve Known Errors
  • Close Known Errors
  • Cancel Known Errors
  • Update Locked Problems
  • Update Locked Known Errors

Problem Management User

This role is for a user of Problem Management. It includes rights to view, edit and resolve Problems.

Application Rights
  • View Problem Records
  • Create Problem Records
  • Update Problem Records
  • Resolve Problem Records
  • Close Problem Records
  • View Known Errors
  • Create Known Errors
  • Resolve Known Errors
  • Close Known Errors

Release Management Roles

Release Assignee

This role should be granted to Users who have the 'Release Management User' role. It is used for task/activity assignment in the Hornbill Business Process Manager

Release Management Full Access

This role is for a senior user of Release Management. It supersedes the Release Management User role and includes rights to cancel and reopen Release

Application Rights
  • View Releases
  • Create Releases
  • Update Releases
  • Close Releases
  • Cancel Releases
  • Re-open Releases
  • Resolve Releases
  • Update Locked Releases
  • View Assets

Release Management User

This role is for a user of Release Management. It includes rights to view, edit and complete Releases

Application Rights
  • View Releases
  • Create Releases
  • Update Releases
  • Close Releases
  • Resolve Releases
  • View Assets

Release Manager

This role should be granted to Release Managers. It is used for task/activity assignment in the Hornbill Business Process Manager

Service Requests Roles

Service Request Assignee

This role should be granted to Users who have the 'Service Request User' role. It is used for task/activity assignment in the Hornbill Business Process Manager.

Service Request Full Access

This role is for a senior user of Service Request Management. It supersedes the Service Request User role and includes rights to cancel and reopen Service Requests.

Application Rights
  • View Service Requests
  • Create Service Requests
  • Update Service Requests
  • Resolve Service Requests
  • Close Service Requests
  • Cancel Service Requests
  • Re-open Service Requests
  • View Customer Records
  • Export Request List
  • Manage Boards
  • Update Locked Service Requests

Service Request User

This role is for a user of Service Request Management. It includes rights to view, edit and fulfill Service Requests.

Application Rights
  • View Service Requests
  • Create Service Requests
  • Update Service Requests
  • Resolve Service Requests
  • Close Service Requests
  • View Customer Records
  • Export Request List
  • Manage Boards

Services Manager

This roles provides administrative options to manage services and their content within Service Portfolio area. A user who is assigned this role will be able to see Services that they own and non-private Services that they support. To see all the Services in the system, you'll need to be in context of a user who is assigned a role that has "admin" privilege level (E.g. Admin Role or Super User Role).

Application Rights
  • View Service Records
  • Create Service Records
  • Edit Service Records
  • Delete Service Records
  • Manage Subscriptions

System and Application Roles

Hornbill Service Manager System Role

This role is reserved for Hornbill Service Manager application use and should not be granted to any user.

My Boards

This role is for the My Boards feature within the Service Manager Application. There are no specific application rights for the Boards. Assigning this role to a user will make the Boards option available to the user under the Service Manager menu item.

Self Service User

This role is for a Selfservice User that requires access to Self Service Portal to be able to raise and view Requests.

Service Desk Admin

This role is for a Service Desk Administrator. It includes all rights to administrative functions such as setting up support teams as well as being able to cancel requests.

Service Manager Authorised Guest

This role is for guests accessing the Hornbill Customer Portal.

Service Manager Reporting

This Role grants the user the ability to Create, Update, and Manage all aspects of reporting within Service Manager. This includes Measures, Widgets, Dashboards, Slideshows, and Reports