Defining people, permissions, and support groups
Permission Groups, Support Group Associations, and Support Group Functional Roles (permissions) can be assigned as follows:
- Using templates. For detailed information about using templates, see Assigning permissions and permission groups using templates.
- On an individual basis. For detailed information about assigning permissions to individuals, see Assigning permission groups and permissions on an individual basis.
Using a combination of templates and assigning directly to individuals.
Important
If you are updating permission groups for existing People records, use the CTM_LoadPeoplePermissionGroups tab of the People spreadsheet (People.xlsx).
When you assign permission groups and permissions using both templates and on an individual basis, the template permissions are assigned first and the individually assigned permissions are appended to these. If the same permission is specified in a template as well as for an individual, a validation error occurs. Remove the duplication to fix the error.
When People records are loaded using People Templates using Data Management or the Onboarding Wizard the values specified on the People Template record are not used. Only the permission groups, support groups and functional roles tied to the people template are applied to the People record.
This section contains the following information:
- Assigning permissions and permission groups using templates
- Defining permissions using templates
- Assigning permission groups and permissions on an individual basis
The People.xlsx spreadsheet contains the following tabs that you use to define people and their permissions. You can update the values for certain fields in the CTM:People form. For information about how the data is updated by using Data Management jobs, see Data creation and updates using a dataload job.
Tab | Description | Fields that can be updated |
---|---|---|
CTM_LoadPeopleModification | Loads Login ID for a user. The template name in this tab is used to add the permission groups, support group, and functional roles for that user. | |
CTM_LoadPeopleTemplate | Loads existing People templates from previous systems. However People templates are also used for linking Permission Groups, Support Groups, and Functional Roles to a People Record that is being loaded. See Assigning permissions and permission groups using templates for more information. | |
CTM_LoadPeopleTemplatePG | Includes columns for Permissions Group and License Type, both of which are required fields. Use this tab to assign permission groups using templates. | |
CTM_LoadPeopleTemplateSG | Associates support groups to a person record in the CTM_LoadPeopleTemplate tab. Use this tab to assign permission support groups using templates. | |
CTM_LoadPeopleTemplateSFR | Loads a support group functional role for a person record in the CTM_LoadPeopleTemplate tab. Use this tab to assign functional roles using templates. | NA |
CTM_LoadPeople | Defines people that are being loaded into the system. | |
CTM_LoadPeoplePermissionGroups | Includes columns for License Type and Permission Group. Use this tab when assigning Application permissions and Company access permissions to individual Remedy Login IDs. License Type: Use this column to specify an Application permission. Do not use this column for Company Access permissions. Permission Group Type: Use this column to specify the type of permission that you are assigning: 1 (Application permission), or 2 (Company permission). Note: If you are specifying Company permissions, make sure the License Type column contains: Not Applicable. | |
CTM_LoadSupportGroupAssociation | Associate support groups with a person record in the CTM_LoadPeople tab. Use this tab to assign support groups on an individual basis. | |
CTM_LoadSGPFunctionalRole | Loads a support group functional role for a person record in the CTM_LoadPeople tab. Use this tab to assign functional roles on an individual basis. | NA |
CTM_LoadPeopleWorkLog | Loads work information records for the users. | NA |
CTM_LoadPeopleAttributes | Loads additional attributes for the users. | NA |
FIN_LoadCostCenterUDAAssoc | Loads secondary cost centers for the users. | NA |
CTM_LoadPeopleBundledGroup | Loads valid bundled license names allotted to the users |
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