Difference between revisions of "Service Manager Roles"

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This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-config/setup/service-manager-roles/ Hornbill Document Library].
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[[file:hornbill-document-library.png|Service Manager Roles|link=https://docs.hornbill.com/servicemanager-config/setup/service-manager-roles/]]
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{{Breadcrumb|[[Main Page|Home]] > [[Administration]] > [[Service Manager Administration |Service Manager]] > Roles|Service Manager Administration}}
 
{{Breadcrumb|[[Main Page|Home]] > [[Administration]] > [[Service Manager Administration |Service Manager]] > Roles|Service Manager Administration}}
 
{{Section|
 
{{Section|
 
== Introduction ==
 
== 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.|
 
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.|
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{{RightBox|In This Article|
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:* [[#Asset Management Roles|Asset Management Roles]]
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:* [[#Change Management Roles|Change Management Roles]]
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:* [[#Incident Management Roles|Incident Management Roles]]
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:* [[#Problem Management Roles|Problem Management Roles]]
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:* [[#Release Management Roles|Release Management Roles]]
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:* [[#Service Requests Roles|Service Request Roles]]
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:* [[#System and Application Roles|System and Application Roles]]
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:* [[#Configuration Management Roles|Configuration Management Roles]]
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}}
 
{{RightBox|Related Articles|
 
{{RightBox|Related Articles|
 
:* [[Roles |Roles Explained]]
 
:* [[Roles |Roles Explained]]
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::* Delete Configuration Items
 
::* Delete Configuration Items
 
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}}
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=== Asset Management User===
 
|}}
 
|}}
=== Asset Management User===
 
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
<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.
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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.
  
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== Change Management Roles ==
 
== Change Management Roles ==
 
===CAB Approver ===
 
===CAB Approver ===
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::* View Customer Records
 
::* View Customer Records
 
::* Manage Boards
 
::* Manage Boards
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::* Advanced Request Task Completer
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</div>
 
</div>
 
</div>
 
</div>
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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.
  
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== Incident Management Roles ==
 
== Incident Management Roles ==
 
=== Incident Assignee===
 
=== Incident Assignee===
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::* View Customer Records
 
::* View Customer Records
 
::* Export Request List
 
::* Export Request List
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::* Advanced Request Task Completer
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</div>
 
</div>
 
</div>
 
</div>
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</div>
 
</div>
 
</div>
 
</div>
 
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== Problem Management Roles ==
 
== Problem Management Roles ==
 
=== Known Error Assignee ===
 
=== Known Error Assignee ===
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::* Update Locked Problems
 
::* Update Locked Problems
 
::* Update Locked Known Errors
 
::* Update Locked Known Errors
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::* Advanced Request Task Completer
 
</div>
 
</div>
 
</div>
 
</div>
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</div>
 
</div>
 
</div>
 
</div>
 
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== Release Management Roles ==
 
== Release Management Roles ==
 
=== Release Assignee===
 
=== Release Assignee===
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::* Update Locked Releases
 
::* Update Locked Releases
 
::* View Assets
 
::* View Assets
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::* Advanced Request Task Completer
 
</div>
 
</div>
 
</div>
 
</div>
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===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
 
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== Service Requests Roles ==
 
== Service Requests Roles ==
 
===Service Request Assignee===
 
===Service Request Assignee===
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::* Manage Boards
 
::* Manage Boards
 
::* Update Locked Service Requests
 
::* Update Locked Service Requests
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::* Advanced Request Task Completer
 
</div>
 
</div>
 
</div>
 
</div>
 
</div>
 
</div>
 
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===Service Request User===
 
===Service Request User===
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Hide Rights" data-expandtext="Show Rights" style="width:800px">
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</div>
 
</div>
 
</div>
 
</div>
 
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==System and Application Roles==
 
==System and Application Roles==
===Advanced Request Task Completer===
 
{{ReadMore|This role is for a user who can complete tasks that are assigned to another person. This only applies to requests in Service Manager. Supporting teams of a service that is associated to a request will be respected otherwise if a request is not associated to a service, then the user can complete tasks that are assigned to the user's team(s) members.|Hide Rights|Show Rights|Application Rights|
 
::* Advanced Request Task Completer
 
}}
 
 
 
=== My Boards===
 
=== 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.
 
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.
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=== Service Desk Admin ===
 
=== 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.
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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. Please be aware that assigning this role gives the user the ability to see the details and perform actions on any request on your instance, regardless of their team visibility. This Role also overrides any locks placed on Request Actions by the Business Process Workflow. This is effectively a Request "Super User" role.
  
 
=== Service Manager Authorised Guest ===
 
=== Service Manager Authorised Guest ===
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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
 
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]]
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== Configuration Management Roles ==
 
== Configuration Management Roles ==
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=== Configuration Manager User ===
 
=== Configuration Manager User ===
 
This role is great for giving a user read-only access to the CI explorer.  This lets them browse through the linked CIs to help with Incident investigation, problem management, or a view of the impact that something may have. Assign this role to user of Service Manager that need to be able to launch the CI Explorer from a request, asset, or a service, but do not need full access to the Configuration Manager app.
 
This role is great for giving a user read-only access to the CI explorer.  This lets them browse through the linked CIs to help with Incident investigation, problem management, or a view of the impact that something may have. Assign this role to user of Service Manager that need to be able to launch the CI Explorer from a request, asset, or a service, but do not need full access to the Configuration Manager app.
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[[Category:HDOC]]

Latest revision as of 22:02, 9 February 2024

This document can now be found at its new location in the Hornbill Document Library.

Service Manager Roles