This documentation supports the 19.02 version of Asset Management.

To view the latest version, select the version from the Product version menu.

Relating people, organizations, and groups to CIs


You can relate more then one person, organization, or support group to configuration items (CIs). You can also relate different people or groups to the same CI, with different roles and also relate a CI to people who either manage, support, or own the CI. For example, if you provide a new salesperson with a laptop, you can relate that person to the laptop. And, if you know the support group responsible for repairing laptops, you can also relate that support group to the laptop. 

Related topic

Extending access to additional CI people organization relationships Open link

In a multi-tenancy environment, a user can access a CI record only if one of the following conditions is met:

  • The user belongs to the same company as the CI.
  • On the People tab, you create a Supported by or Used by relationship to a people organization. The user is a member of the same company as the people organization.
  • The user has unrestricted access to all companies.

Permissions required to modify CI

Users with Asset Admin permission can modify any CI that they can access. Users with Asset Viewer permission can view any CI that they can access, but they cannot modify it.

Users with Asset User permission can perform the following tasks:

  • If they belong to a support group that has a Supported by role for the CI, they can modify the CI.
  • They can view, but not modify, any other CI that they can access.
  • If you provide the Write Security permission to any other role, the users from the groups that have this role can also modify the CI.
  • If you provide the Write Security permission to a group, you must relate the supported by role with the supported group. For more information, see  Roles, instance permissions, and row-level access in Atrium Core Open link .

After you create the relationship, you can modify the role assigned to the record. For more information about modifying the role, see Modifying an assigned role for people, organizations, or groups related to a CI.


To relate a person, organization, or group to a CI

  1. Open a CI, as described in Using search.
  2. Click the People tab, and click Add.
    On the Relate People form, existing people relationships are displayed in the Current People Relationships section.

  3. In the Select Type section, select the required the person, organization, or group and follow the steps in the table below:

    Type of contact

    Description

    Steps to select the contact

    People

    You can give the CI access to individual people.
    1. In the Type list, select People.
    2. To make this person the primary contact for the CI, select Yes, and click OK.
    3. In the Search People Criteria section, select or enter the appropriate details and search for the person you want to relate.
    4. Click Search.
    5. From the results select the desired person record. To select multiple records, press the CTRL key and select the desired record.

    Important: The People records with Profile Status set as Obsolete, do not appear in the search results.

    People organization

    You can give CI access at a department level, organization level, or company level. When you give access at a department level, people from only that department can access the CI. When you give access at a organization level or company level, all the people from that organization or company, including all departments get access to the CI.

    Use People organization to relate people by their company, organization, or department.

    1. From the Type list, select People Organization.
    2. In the Search Organization section, select or enter the appropriate details for the organization or department.
    3. Click Search.
    4. Select a record from the results table and choose a relationship level.
      The relationship level defines which people are related to the CI. For example, you can related a CI at the company level. Therefore, if you are an employee of that specific company, you are related to that CI.

    Support group

    You can give CI access to the Support Group. All the people within the Support Group get access to the CI.

    Important: You must have Asset Admin permissions to create a CI. If you have Asset User permissions, you can modify a CI only if it is related to your support group. Your administrator (or any person with Asset Admin permissions) can relate the CI to your support group.

    1. From the Type list, select Support Group.
    2. In the Search Support Group section, select or enter the appropriate details for the support group.
    3. Click Search.
    4. Select a record from the results table.
  4. In the Select Role section, select the role the person, organization, or department performs in relation to the CI. The various options are:
      • Approved by — The individual who approved the CI.

      • Created by — The individual who created the CI

      • Managed by — The individual who manage the CI

      • Owned by — The owner of the CI

      • Supported by — The people who support the CI. To modify the CI, you must be a part of the supported group. 

      • Used by— The people who are the users of the system. This role gives you the additional ability to access the CI at a organization, company, or department level. It also gives you the access to the CI from other applications (for example, Incident Management or Change Management). The Used By role is also used by software license management for compliance.

        All the roles can be used in the approval process of a CI. For more information, see  Creating approval mappings for people and support groups related to CI for Release Management Open link .

  5. Click Add.
    The related record appears on the People tab on the CI Information form.

To modify an assigned role for people, organizations, or groups related to a CI

  1. Open a CI, as described in Using search.
  2. Click the People tab.

  3. Select the record that contains the role you want to modify, and click Modify Role.

  4. In the Relate People dialog box, select the new role and click OK.

The role that the person, organization, or department performs in relation to the CI is updated to the new role you selected.

Was this page helpful? Yes No Submitting... Thank you

Comments

  1. Robert Kern

    Dear Community ... as for the "Supported by: Support Group" relation at the CI ... does any workflow in the Incident Management from ITSM exist, which makes use of that information?

    Like can I somehow automtically route an Inciden to that Support group, which is related to an Affected CI?

    Thank you, Robert

    Nov 15, 2019 06:07
    1. Aditya Kirloskar

      Hello Robert,

      Thank you for your comment. As of now there is no workflow in the Incident Management and the related CI for the supported group.

      Regards,

      Aditya

      Nov 22, 2019 01:59
  2. Robert Kern

    Thank you for the confirmation Aditya … I suppose the same applies to Change Management as well.

    Regards, Robert

    Jan 31, 2020 04:31
    1. Aditya Kirloskar

      Hello Robert,


      In Change Management you can create approval mappings. For more information, see Creating approval mappings for people and support groups related to CI for BMC Change Management.

      Hope this helps.

      Regards,

      Aditya

      Feb 10, 2020 05:00