This documentation supports the 9.1 version of Remedy IT Service Management Suite.

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

Configuring company access for people

You grant people access to companies on the People form. You can grant someone access to one company, access to multiple companies, or unrestricted access to all companies.

Note

By default, the Unrestricted Access check box on the People form is unselected.

You cannot restrict access to companies that are offline. Offline companies are not available from selection lists, but those companies and their records are available from searches.

To grant a support group access to a company, you must provide access to each person who is a member of the support group. If a single support group supports multiple companies, you might give members of the support group unrestricted access or specify the multiple companies that those members support.

Note

To grant access to a company, you must log in to an account that has access to that company.

This section describes the following tasks: 

Granting a person access to a single company

Some people require access to a single company.

To configure access to a single company
  1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
  2. Search for and select the appropriate person.
  3. Click the Login/Access Details tab.
  4. In the Access Restrictions Area, click Update Access Restrictions

    Access Restrictions window
  5. In the Access Restrictions dialog box, and in the Access Restriction field, select the type of company for which you are granting access (customer, generic contact, operating company, or vendor), and then select the company. 
    The figure in this topic shows the Operating Company company type selected. The operating companies are displayed, and ABC Corp is selected.
  6. Click Add/Modify.
  7. Click Close.
  8. On the People form, click Save.

Granting a person access to multiple companies

Some people require access to more than one company, but not to all companies.

To grant access to multiple companies
  1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
  2. Search for and select the appropriate person.
  3. Click the Login/Access Details tab.
  4. In the Access Restrictions area, click Update Access Restrictions.
  5. In the Access Restriction field of the Access Restrictions window, select a company for which you are granting access.
  6. Click Add/Modify.
  7. Select and add other companies for which you are granting access.
  8. Click Close.
  9. On the People form, click Save.

Granting a person unrestricted access to all companies

Some people require access to all companies. For example, someone working in Global Support or a Help Desk manager might require access to all companies.

Notes

Granting unrestricted access to all companies does not grant access to all areas of the application. Application permissions determine whether the person can access incidents or problem investigations.

To grant a person unrestricted access to all companies, or to remove unrestricted access from someone, your login ID must have Unrestricted Access permissions.

Enabling Unrestricted Access for a user will prevent Visibility Groups in Knowledge Management from functioning as expected, this means that the user can view all Knowledge Articles within the system.

 To grant unrestricted access to all companies
  1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
  2. Search for and select the appropriate person, and then click the Login/Access Details tab.
  3. In the Access Restrictions area, select the Yes check box next to Unrestricted Access.
  4. Click Save.

Related topics

Configuring people and support groups

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Comments

  1. Colin Rolls

    when adding access restrictions for multiple companies is there a limit to the number of companies that can be added?

    Feb 10, 2016 07:39
    1. Priya Shetye

      Thank you for your comment Colin.

      Currently there are no restrictions on the number of companies you can add.

      Regards.

      Feb 18, 2016 04:56
  2. Colin Rolls

    screenshot on this page has a BMC url in it, should be trimmed off.

    Feb 10, 2016 07:39
    1. Priya Shetye

      Hello Colin, I've fixed the screenshot.

      Regards

      Feb 18, 2016 06:19
  3. Adam Newhall

    Can Unrestricted Access be added to the DMT spreadsheet for People Templates? I have Application Permissions, but would like to include unrestricted access to some of our templates.

    Oct 10, 2019 10:18
    1. Jyoti Nerkar

      Hi Adam,


      I checked the CTM_LoadPeopleTemplate spreadsheet and verified that you cannot add Unrestricted Access to People templates in DMT Spreadsheets.


      Regards,

      Jyoti

      Nov 06, 2019 11:55