This documentation applies to the 8.1 version of Service Request Management, which is in "End of Version Support." You will not be able to leave comments.

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

User permissions

The Request component is installed when the BMC Service Request Management application is installed. BMC Service Request Management is the entry point from which IT customers can interact with the IT organization. Users select IT or other business services from a Service Catalog, which the Business Service Manager sets up. Service requests can be fulfilled using the processes supported by BMC Change Management or BMC Service Desk: Incident Management. In addition, BMC Service Request Management supports all generic work-order processes.

Note

If you install BMC Service Request Management in an environment that ran an earlier version of a BMC Remedy ITSM suite application (BMC Asset Management, BMC Service Desk, or BMC Change Management), the Request component is replaced with BMC Service Request Management.

How users access the Request Entry console

Any IT customer with a People record and a Read license can use the Request Entry console to submit requests for themselves and on behalf of other users. No specific permissions listed in BMC Service Request Management permissions are required.

The AR System server can be configured to allow guest users. In multi-tenancy mode, these guest users must have a People record to access the Request Entry console.

In single-tenancy mode, guest users allowed by the AR System server can access the Request Entry console without a People record, if the BMC Service Request Management application is also configured to allow unknown users.

BMC Service Request Management permissions

The permissions listed in the following table are for administrating the BMC Service Request Management application and managing requests and work orders.

BMC Service Request Management permissions

Permission

Description

Application user license type

Business Analyst

Users with Business Analyst permission can perform the following functions:

  • Create Service Requests Definitions (SRD) using the Service Request Designer
  • View and update SRDs created by this user (the user cannot view SRDs with a status of Cancelled or Expired)

    Recommendation: Grant these permissions to individuals performing the role of a Business Analyst (that is, a liaison between the IT customers and IT support).

None

Business Manager

Users with Business Manager permission can manage the following service requests using the Business Manager console:

  • View requests
  • Add additional information to a request
  • Cancel requests
  • Review the approval cycle of requests
  • Run reports

Recommendation: Grant these permissions to individuals performing the role of a Business Manager responsible for managing user requests. Their activities and responsibilities include monitoring the current number of open and late requests, approving requests, running request reports, and examining request trends.

None

Entitlement Administrator

Users with Entitlement Administrator permission can perform the following functions:

  • Configure Entitlement rules for SRDs
  • Configure Entitlement groups

Recommendation: Grant these permissions to individuals requiring access to configure the previously mentioned component functions. Typically, you grant these permissions to someone playing the role of an Application Administrator.

None

Request Catalog Manager

Users with Request Catalog Manager permission can perform the following functions:

  • Create Service Requests Definitions (SRD) using the Service Request Designer
  • View and update SRDs using the Service Request Designer
  • Manage (create, update and delete) SRDs and Process Definition Templates (PDTs) using the Service Catalog Manager console.


Note: Users with these permissions have access to the Service Requests Definition and Process Definition forms accessible from the console. They can import and export SRDs and PDTs using the Import Export console.

Recommendation: Grant these permissions to individuals performing the role of a Service Catalog Manager responsible for defining SRDs and PDTs (the fulfillment process definitions within the service catalog). Service Catalog Managers work closely with business relationship managers (liaisons between the business and IT) to build and implement the requests from the business.

None

Service Request User

Users with Service Request User permission can perform the following functions:

  • Manage service requests using the Service Request Coordinator console
  • Review suggestions and troubleshoot requests

Recommendation: Grant these permissions to individuals performing the role of a Service Request Coordinator (or service request agent) responsible for planning and tracking the service request, as well as monitoring the current number of open and late service requests.

Note: The Service Request User permission is not required to submit requests. See How users access the Request Entry console.

None

SRM Administrator

Users with SRM Administrator permission can perform functions that span the following components:

SRM Configuration

Advanced settings, configure:

  • General Application settings
  • Advanced Interface data
  • Service Request preferences
  • Service Request definition settings
  • Service Request HTML
  • Surveys

Application Configuration, define:

  • Application fields,
  • Application Object Template,
  • Application Target data,
  • Questions Library

Approval settings, configure:

  • Approval Chains
  • Approval Mappings

Entitlement settings, configure:

  • Entitlement rules for SRDs
  • Entitlement groups on behalf of rules

Navigational Category settings:

  • configure Navigation categories

Request Entry Management settings, configure or manage:

  • Default console preferences
  • Service Request Definition images
  • Service Request images
  • Service Request Search Exclusion word list

SRD Level

  • Setup SRD levels

BMC SLM

  • configure the defaults for Service Target for SRDs.

Work Order, configure:

  • Work Order rules
  • Work Order templates

Foundation

  • Setup Approval Application Registration to allow parallel processes based on form name
  • Configure Approval Process phases
  • Register applications that will use CAI (advanced feature)
  • Define commands, command parameters and command parameter mappings for the CAI (advanced feature)

Recommendation: Grant these permissions to individuals requiring access to configure the previously mentioned component functions. Typically, you grant these permissions to someone playing the role of an Application Administrator.

Note: The SRM Administrator permissions supersede the Entitlement Administrator permission. Therefore Users with these permissions do not need to be granted the Entitlement Administrator permission.

None

Work Order Config

Users with Work Order Config permission can perform functions that span the following two components:

SRM Configuration, Work Order settings, configure:

  • Work Order rules
  • Work Order templates

Task Management System, Assignment settings, configure:

  • Assignment mappings
  • Task Group templates
  • Task templates
  • Variable templates

Recommendation: Grant these permissions to individuals requiring access to configure the previously mentioned component functions. Typically, you grant these permissions to someone playing the role of an Application Administrator.

None

Work Order User

Users with Work Order User permission can create, manage and fulfill Work Orders that are assigned to their support group from the Work Order console .

Notes:

  • To receive a work order assignment:
    • Managers must have the functional role of Work Order Manager
    • Assignees must have the functional role of Work Order Assignee.
  • Asset Viewer permission is required, and is automatically granted with the Work Order User permission, in a single-version stack environment. In a mixed-version stack environment, the Asset Viewer permission is not automatically granted with Work Order User permission. In this type of environment, you must explicitly grant the Asset Viewer permission along with Work Order User permission. 

None

Work Order Master

Users with the Work Order Master permission can submit, modify, and search for all work orders within their company. They also have access to the Product Catalog console.

Recommendation: Limit the use of these permissions to individuals who manage and work with the Work Order fulfillment process. 

None

Work Order Viewer

Users with Work Order Viewer permission can perform the following functions:

  • View and search for work orders
  • Submit work log entries

None

Work Order Submitter

Users with Work Order Submitter permission can submit, modify, and search for work orders assigned to themselves.

None

Related topics

User permissions (BMC Remedy IT Service Management documentation)

Allowing unknown users to access the Request Entry console

This version of the documentation is no longer supported. However, the documentation is available for your convenience. You will not be able to leave comments.

Comments

  1. Ramon Garza

    I have a new user that getting emails with REQ# and when she clicks on the link to view it, it will ask her to login then she gets an error "You do no access to open the request. (arerr 150617)

     

    She is in that Support group and Functional Roles.

    Permission group: asset viewer, inc viewer , service request viewer, SRM admin, task admin, WO master/submitter/user/viewer.

     

    She can search the REQ in global search but not when it comes from email.

    Apr 06, 2016 10:55
    1. Catherine Siderine

      Hi Ramon,

      Thanks for your comment. BMC Customer Support will be able to help with this issue. You can contact them by clicking here.

      Regards,

      Cathy

      Apr 06, 2016 04:54
      1. Ramon Garza

        Well I didn't do anything to her account and she just told me today that it's working now.

        Weird.

         

        Apr 07, 2016 03:43