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Relating people, organizations, and groups to CIs

You can relate people, organizations, and support groups, to CIs. You might need to relate CIs to people that either manage, support, or own the CI. For example, if you set up a new salesperson with a laptop, you can assign that person to the laptop. When you relate the salesperson, you can keep track of who uses the laptop. And, if you know the support group responsible for repairing laptops, you might also relate that support group to the laptop.

In a multitenancy environment, users 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.

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

People 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.

You can relate more than one person, organization, or group to a CI. You can also relate different people or groups to the same CI, with different roles. For example, you can relate a printer to users of the marketing and engineering groups. You can set the printer as owned by the marketing group and managed by the printer support group.

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.
  3. In the Select Type dialog box, select the type of contact, and then search for and select the contact as described in the following table:

    Type of contact

    Steps to select the contact

    People

    1. In the Type list, select People, and click OK.
      The Primary Contact option buttons become enabled.
    2. To make this person the primary contact for the CI, select Yes, and click OK.
    3. In the People Search dialog box, search for the person.
    4. Select the person that you want to relate, and click Select.

    People organization

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

    1. In the Type list, select People Organization, and click OK.
    2. In the Organization Search dialog box, search for the organization or department.
    3. 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

    Note: To create a CI, you must have Asset Admin permissions. 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. In the Type list, select Support Group, and click OK.
    2. In the Support Group Relationships dialog box, search for the support group.
    3. Select the support group that you want to relate, and click Select.
  4. In the Select Role dialog box, select the role the person, organization, or group 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 — People who manage the CI
    • Owned by — The owner of the CI
    • Supported by — The people who support the CI
    • Used by— Use this role if you are specifying the Users of the system.

      Note

      The Used By role is used by software license management for compliance.

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

Related topic

Relating people, organizations, and groups to CIs

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