Mapping permission groups to ITIL roles
You must grant the permission and functional roles to the users in your organization who will use the Change Management application.
Step | Description | Reference topic |
|---|---|---|
1 | Understand the different Change Management roles and functions. For example, the Change Coordinator role generally requires the Change User (floating or fixed) and AR System user (floating or fixed) permissions and the functional role of Infrastructure Change Coordinator. | |
2 | Understand the Data Management features available for all the BMC Helix ITSM applications. | |
3 | Review and update the assigned permission and functional roles from the CTM:People form, which is accessible from the Application Administration Console. | |
4 | Go through the additional information about the permissions required to access applications in BMC Helix ITSM and BMC Helix ITSM: Smart IT. | For BMC Helix ITSM—Roles and permissions
For BMC Helix ITSM: Smart IT—Smart IT roles and permissions |
Permissions and roles required to configure BMC Helix ITSM: Change Management approvals
Configuring approvals with BMC Helix ITSM: Change Management requires various permissions and roles. This section explains what permissions are required for the various tasks.
Task | Description | Permissions required |
|---|---|---|
Setting up approval process configuration records for your company | Use the Approval Process Configuration form (Foundation > Advanced Options > Approval Process Configuration) to connect the approval process configuration records to companies by phase. |
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Creating people and mapping roles for approvals | Use the People form (Foundation > People > People ) to define people and support groups. | Contact Organization Admin |
Setting up approval mappings | Use the Approval Mappings form (Change Management > Approval > Approval Mappings) to set up approval mappings for the different phases. Includes step-by-step instructions on creating individual and group approver mappings. | One of the following permissions is required to access this form:
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