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.

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.

    Notes

    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:

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.

TabDescriptionFields that can be updated
CTM_LoadPeopleModificationLoads 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.
 List of fields

Login ID

Template Name

CTM_LoadPeopleTemplateLoads 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.
 List of fields

Template Name

Profile Status

Client Type

License Type

Full Text License Type

Support Staff

Template Status

CTM_LoadPeopleTemplatePGIncludes columns for Permissions Group and License Type, both of which are required fields. Use this tab to assign permission groups using templates. 
 List of fields

License Type

Note: You can update the License Type field only if the Create Only flag is not selected in Application Preferences.

CTM_LoadPeopleTemplateSGAssociates support groups to a person record in the CTM_LoadPeopleTemplate tab. Use this tab to assign permission support groups using templates.
 List of fields

Association Role

Assignment Availability

Default

CTM_LoadPeopleTemplateSFRLoads 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_LoadPeopleDefines people that are being loaded into the system. 
 List of fields

Last Name

First Name

Title

Middle Name

Client Type

Job Title

Nickname

Corporate ID

VIP

Client Sensitivity

Support Staff

Assignment Availability

Ticket Capacity Rating

Task Capacity Rating

Company

Organization

Department

CC Business

Area Business

Local Business

Extension Business

Email Address

Site

Desk Location

Mail Stop

Home Street

Home City

Home State Province

Home Country

Home Zip/Postal Code

Home Time Zone

CC Home

Area Home

Local Home

CC Mobile

Area Mobile

Local Mobile

CC Business Fax

Area Businesss Fax

Local Business Fax

CC Pager

Area Pager

Local Pager

PIN Pager

ACD

Corporate Email

Accounting Code

Mananger's Login ID

Notification Availability

Pager Service Provider

CC Pager NT

Area Pager NT

Local Pager NT

PIN Pager NT

Pager Email

Unrestricted Access

License Type

Full Text License Type

Contact Type

Accounting Code 2

Hourly Rate Value

Locale

Profile Status

Primary Cost Center Code

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.

 List of fields

Remedy Login ID

Permission Group

License Type

Permission Group Type

Note: You can update the License Type field only if the Create Only flag is not selected in Application Preferences.

CTM_LoadSupportGroupAssociationAssociate support groups with a person record in the CTM_LoadPeople tab. Use this tab to assign support groups on an individual basis.
 List of fields

Login ID

Company

Support Organization

Support Group

Support Group Association Role

Assignment Availability

Default

Note: You can update the Support Group Association Role, Assignment Availability, and Default fields only if the Create Only flag is not selected in Application Preferences.

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_LoadPeopleWorkLogLoads work information records for the users.

NA

CTM_LoadPeopleAttributesLoads additional attributes for the users.

NA

FIN_LoadCostCenterUDAAssocLoads secondary cost centers for the users.

NA

CTM_LoadPeopleBundledGroupLoads valid bundled license names allotted to the users
 List of fields

Remedy Login ID

Bundled License Name


Was this page helpful? Yes No Submitting... Thank you

Comments