Configuring authored for Groups settings for incident management templates
The template authoring group specifies the group that can modify this template. If you have the Support Group Admin functional role or the Incident Config permission, you can assign the template authoring group to any group.
A user with Incident Config permission can create a template for any authoring group. However, a user can modify the template only if the user is a member of the authoring group and the support group for which the template is created.
Starting with Service Pack 2 for version 8.1.00, you can create a template that does not need to be associated up to the Support Group level. You can define the template by:
Selecting Global in the Company field
Selecting only the Company or Company and Organization, and not selecting a Support Group
Based on the level of access you provide to the template, all the lower levels are given access to the template. For example, if you provide only Company level access, all Support Group Organizations and Support Groups defined for that company get access to the template. Any new organization or support group added to the selected Company or organization will automatically get access to the template.
To configure groups that can use the template
- From the Application Administration Console, click the Custom Configuration tab.
- From the Application Settings list, choose ApplicationName> Template> Template, then click Open.
- On the application Template Selection form, click the Authoring Group tab.
The first time you add an authoring group, select the authoring company, organization, and group on the Authoring Group tab and click Save.
- On the Template Support Group Association dialog box, add or delete any support groups that you have permissions for. If you remove the group's association with the template, it no longer has privileges to use that template.
- Select the company, support organization, and support group, and then click Add, to add groups that can use this template, .
- Select it in the list of support groups, then click Delete to delete a support group.
After adding or modifying the required support groups, click Close and then click Save.
- Add or delete any support groups that you have permissions for. If you remove the group's association with the template, it no longer has privileges to use that template.
- Close the dialog box.
When using Service Pack 2 or later, if you selected multiple criteria for the same access level, like multiple company names, or multiple organizations for the same company when creating a template, multiple records will be listed on the template selection dialog box for each value defined. For example, if you created a template for two Support Group Organizations of the same company, two records will be listed on the template selection dialog, one entry for the each Support Group organization selected for the company.
Modifying template access levels
You can modify the access level of an existing template to a level higher than the existing access level. You will be prompted to confirm the change in access level. Changing the access level of the template will mark any existing access defined for lower access level as inactive and create a single access record for it.
You must make the higher level access inactive to specify lower level access. For example, you must remove Company and Support Organization level access to add Support Group level access.
In case of Globalcompany access, you must delete of make the access inactive to add lower level access.
A template is created for: Company - Calbro Services, Support Organization - IT Support, and Support Group - Service Desk.
You modify the access level of this template to the support organization level by removing the Support Group value. A message asking you to confirm the change is displayed. Click Yes to modify the access level.
Access defined for any support groups under Company - Calbro Services, and Support Organization - IT Support is made inactive and a single access record is created providing access to all support groups in the selected support organization.