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 permissions using templates

As an administrator, you can use template names for assigning permission groups to a group of people.

  1. Specify a Template Name on the CTM_LoadPeopleTemplate tab in People.xlsx and complete the rest of the required fields.


    The information in the CTM_LoadPeopleTemplate tab is not used; the information in the CTM_LoadPeople tab is used to load the person data.

    The template information is joined to the people information by the template name, as shown in the following figure.
    After a template has been defined in the CTM_LoadPeopleTemplate tab and the People records have been defined on the CTM_LoadPeople tab, you can create a permission record using the CTM_LoadPeopleTemplatePG tab.

  2. Enter the template name specified in the CTM_LoadPeopleTemplate tab in the Template Name column of the CTM_LoadPeopleTemplatePG tab. You must enter one permission per spreadsheet row (many permissions to one template are allowed).
    The following figure shows an example of permission groups being assigned to a group of people, with the records being linked to each other by the Template Name.

    Permission Groups assigned to many people using a template

  3. Verify that the permissions that you are assigning are not already defined in the CTM_LoadPeoplePermissionGroups tab, which are used to define permissions on an individual basis.
  4. Repeat steps 1 through 3 to specify support groups using the CTM_LoadPeopleTemplateSG tab and functional roles using the CTM_LoadPeopleTemplateSFR tab.
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