Asset Management user roles and permissions
To access the various modules in BMC Helix ITSM: Asset Management, you need the following permissions and authorizations:
- Asset Management permissions
- Contract Management permission model
- Cost module permission model
Asset Management permissions
This table describes the Asset Management permissions for the following user roles.
If you select the Application user license type as None, you get only Asset Inventory permissions. For information about these permissions, see .
Application user license type
Users with Asset Admin permissions can perform all of the Asset Inventory functions as well as the following Asset Management functions:
Note: This permission does not grant access to purchasing or receiving functions. A person with Asset Admin permissions does not need Asset User and Asset Viewer permissions.
Best practice: We recommend that you grant these permissions only to users playing a Configuration Administrator role.
Users with Asset Admin permissions have full access to contracts and SWLM features, which means they do not need any other Contract permissions unless they must create new Contract Types (this ability is given with Contract Admin permissions) or configure certain aspects of SWLM (this ability is given with Contract Config permissions).
Users with Asset User permissions can perform all of the Asset Inventory functions as well as the following Asset Management functions:
Note: To modify the CI, the user with asset user permission must be a member of the support group that is associated with the CI by the Supported by role. Asset Admin permission is required to access inventory management and bulk update features. The Asset User permission does not grant access to the following functions:
A user with Asset User permissions does not automatically get the equivalent permissions to the Contract User permissions group. If a user requires the ability to either modify license certificates or manage License jobs as part of SWLM, then they must also be given Contract User permissions.
Best practice: We recommend that you grant these permissions to users who are directly supporting specific CIs and who must update CI attributes. Users with the Asset user permission can also update relationships for the following Request Type:
Users with Asset Viewer permissions have access to all of the Asset Inventory functions as well as the following Asset Management functions:
Note: The Asset Viewer permission does not grant access to:
Asset Viewer permissions are automatically granted when any of the following permissions are assigned:
Best practice: We recommend that you grant the Asset Viewer permission to all Support personnel (that is, users who do not already have the Asset Admin or Asset User permissions). Having access to CI information is vital for most ITIL processes.
Users with Asset Config permission have access to all of the Asset Inventory functions as well as the following Asset Management functions:
Note: Users with Asset Config permissions do not need Contract Config permissions.
Best practice: We recommend that you grant these permissions only to users who administer the Asset Inventory and Asset Management system (that is, to a user who acts as an Application Administrator).
Users with Purchasing User permissions can access the following functions within BMC Helix ITSM: Asset Management:
Best practice: We recommend that you limit the use of these permissions to users who perform the following roles in the Asset Management Purchasing feature:
Users with Receiving User permissions can access the Receiving console to receive CIs from the Purchasing system.
Best practice: We recommend that you grant these permissions only to users who use the Asset Management Purchasing feature. For example Purchasing Agents.
Users with Contract Admin permissions can perform the following functions:
Note: A user with Asset Admin permissions can do everything that a user with Contract Admin permissions can with the exception of creating new Contract Types.
Best practice: We recommend that you grant these permissions to users who need full access to the Contract Management features, but who don't need the full Asset Management access given by the Asset Admin permissions group.
Users with Contract User permissions can perform the following functions:
Best practice: We recommend that you grant these permissions to users who need controlled access to create and modify contracts, but who do not require access to modify CI information. If a user is also needs to modify CI information, you should also give that user Asset User permissions.
Users with Contract Viewer permission can view all contracts from the Contract console.
Best practice: We recommend that you grant these permissions to users who require view access to contracts.
Typically, an Application Administrator requires this set of permissions. Users with Contract Config permission can perform the following functions:
Note: This permission does not grant access to the SAM console. If a user has Asset Config permission they do not need Contract Config permissions because, the Asset Config permissions group can configure the same SWLM features that the Contract Config permissions can configure.
Best practice: We recommend that you grant these permissions to users who must only configure Software License Management (SWLM) features.
Contract Management permission model
Contract Management permission groups are defined as computed groups in the Group form. Each Contract permission group is mapped to an Asset permission group to support the deployable application functionality. To remove specific users from the computed group, remove the BMC Helix ITSM: Asset Management groups for each Contract permission group.
Cost module permission model
The cost module uses the following permissions:
- Cost Viewer — Can only view cost data
- Cost User — Can add costs
- Cost Manager — Can update and manage the charge-back process
Asset Management roles
The following table describes the several roles and their permissions that a user in BMC Helix ITSM: Asset Management can be associated with :
|The asset administrator requires an overall view of the CIs for which their support groups are responsible. Some organizations call this role as asset manager or configuration administrator.
|The contract manager is responsible for managing IT contracts. In some organizations, the contract manager also takes on the role of software asset manager.
|Cost Manager permission.
The finance manager uses BMC Helix ITSM: Asset Management to review cost information and prepares periodic charge-back and cost-recovery reports.
|Purchasing User (needed only if you use the Purchasing module)
|The purchase agent is in charge of the purchases in an organization.
|Software asset manager
|The software asset manager is responsible for optimizing software assets and for managing compliance with software license contracts. The software asset manager also evaluates the usage of software licenses to make sure that the organization is not over purchasing the licenses.
|An approver can be any person in your organization.