Adding groups and roles

User groups that you create are applied in the following records:

User records—case users must be associated with one or more groups. For more information, see Adding-people-records for more information.
Solutions— the Assigned Group must be specified on the Case Options tab. For more information, see Configuring Case Options for solutions.
Cases—the Assigned Group must be specified on the Case Details tab. For more information, see Creating-cases for more information.

Creation of new groups in the BMC HR Case Management includes the following actions:

Defining access rights and assignment for cases, tasks, and solutions by adding the user to one or more groups
Defining system permissions by selecting a user role.

To create a group

Open System Settings console.
Navigate to Foundation > Groups.
Click New.

Complete the following fields:

Field	Description
Group Name	The group that you add is available for selection in the Group Name list in the following forms: Case form, Case Details > Data Group Solution form, Solution Details > Data Group People form, Case Login > Default Data Group
Group Label	The group label name that you add is available for selection in the People form, Case Login > Permissions and Groups > Data Group .
Group Type	Users are added to Assignment group to create a pool of users who can view cases and can be assigned to work on them. When new solutions and cases are added, they must be associated with an assignment group.Users are added to Data group to define the area of professional competency. Users belonging to a data group have the following permissions: Cannot access solutions created by another data group Cannot create new solutions for another data group. Note: The Notification group is not applicable for selection.
Group Tier	Select a level of support. Tier 0 - Self-service Tier 1 - First-level support (the default level) Tier 2 - Second-level support Tier 3 - Third-level support Tier 4 - Fourth-level support. HR managers analyze the work load by support group by reviewing reports in the Reporting Console. For more information about Solution efficiency by tier reports, see Viewing-reports.
Description (Optional)	Enter a description of the group.
Assignable Group	Switch between Yes (Default) and No options to specify whether the group is available for selection in the Assigned Group list, on the Case Options tab of a Case form. You might need to create some specialized group, for example "HR top management", the Assignable Group for which is set to No, and the group type is Assignment Group. Such configuration is necessary for the following cases: Users belonging to this group could assign cases to other users belonging to "HR top management" group Users outside this group could not assign cases to the users belonging "HR top management" group.

Click Save & Close.

Default user roles

BMC HR Case Management includes the following default roles that are associated with Case User people records:

Standard Viewer
Standard User
Standard Administrator
Standard Master.

These roles cannot be deleted, but can be modified. Each case user defined within the application is associated with a role that governs their access rights and privileges. If you want to provide customized system permissions to some of the BMC HR Case Management users, you need to create a custom role, and associate this role with a selected user in its people profile form.

Note

Only Standard Master users can create new, or modify existing roles.

To create a custom role

Open the System Settings console.
Navigate to Foundation > Roles Management .
Click New.
Complete the mandatory details on all tabs—Role Details, Forms Access, Field Restrictions, Action Menus, System Settings Access.

Field	Description	Options for selection
Record ID	Unique record identifier generated by the system
Role Name	Unique name for the role
Role Description	Description of the purpose and responsibilities of the role
Role Type	The type of role	System Role—you want to create a new role based on one of the default system roles Custom Role—you want to create a new role based on an available customized role
Application Permission	Predefined system permissions	Case_Master Case_Admin Case_User Case_Viewer For more information about permissions, see .
Form Access	Specifies the BMC HR Case Management forms to which users are granted access privileges	The users will have access only to forms that you select. Click here to view the screenshot...
Field Restrictions	Specifies the BMC HR Case Management field restrictions rules for forms defined on the Form Access tab.	By default, users have access to all fields available in the forms that you selected. To add a restriction for a field of a selected form, click Add and complete the Form Name and Field Name field, and then select an option from the Field Restriction list. Click here to view the screenshot...
Action Menus	Sp ecifies action items for the selected forms.	By default, no actions are available in the Action Menu for the forms that you select in the Form With Actions Menus. To add an action item to a selected form, select an action item in the Available Actions list, and move it to the Actions Menu column. Click here to view the screenshot...
System Settings Access	Specifies the BMC HR Case Management configuration system settings to which users can be granted access privileges	By default, users do not have access to options in the System Settings console. To enable a system setting option, select it in the Available System Settings list, and move to the Selected System Settings list. Click here to view the screenshot... You can select any of the following options: Foundation: Company, Groups Organizations, Roles Management, SLA Configuration, Survey Configuration, Survey Review Application Settings: Approval Matrix, Approval process Configuration, Audit Configuration, Categories and Regions, Console Queries, Journal Templates, Menus, Notification Templates, Origins, Priority, Rules, Solution Category Locations: Cities, Countries, Postal Codes, Sites, States/Provinces Email Settings: Incoming Email – Review, Incoming Email – Sender Ignore, Incoming Email – Settings, Incoming Email – Subject Exclusion Advanced Settings: Actions, File Types, Forms Library, Home Page Settings, HTML Config, Journal icons, Message Catalog, Modules, Related Item Types, System Settings Console Config, URL Link Settings

Where to go from here

After you create a custom role, you must modify the Home page settings for this role. By default, no forms are displayed on the Home page for the new roles. For more details on Home page configuration, see Configuring-the-application-appearance.