Task Management permissions

The Task Management is a sub-component that is installed with the BMC Helix ITSM applications. The Task component is used with the other applications (for example, Incident, Change, and so on) to create a task that must be completed as a step in an overall process.

Important

Add licenses only for the features and number of users that correspond to your license entitlements. Your subscription or purchase determine your license entitlements.

Related topics

Excerpt named Task management permissions was not found in document xwiki:Service-Management.IT-Service-Management.BMC-Helix-ITSM-Change-Management.change2105._inclusionsLibrary_change._change_NW_remedy-common_LinksLibrary.WebHome.

BMC Service Request Management permissions

Permissions	Description	Application user license type	Best practice
Task Administrator	Users with Task Administrator permissions can perform functions that span the following three settings areas. Assignment settings —Configure Task Assignment mappings. Integration settings —Configure applications that integrate with Task Management. —Configure phase management functionality for those applications that integrate with Task Management. —Configure Task Status and Status Reason values for application return codes. Task Configuration settings —Configure Task Group Templates —Configure Task Templates —Configure Variable Templates	None	We recommend that you grant these permissions to Application Administrators. The following permission groups grant some level of administration privileges similar to the Task Administrator permission: —Infrastructure Change Config —Release Config —Work Order Config Users with one of three permissions might not need the Task Administrator permission. The Activity Config permission grants the same level of administrative privileges. A user with this permissions does not need the Task Administrator permission.
Task Application Config	Users with Task Application Config permission can perform the following functions that span the following two components. Foundation component —Register applications that use Command Automation Interface (CAI) (advanced feature) —Define commands, command parameters, and command parameter mappings for the CAI (advanced feature) Task Management component (Integration settings): —Configure applications that integrate with Task Management. —Configure phase management functionality for those applications that integrate with Task Management. —Configure Task Status and Status Reason values for application return codes. The Infrastructure Change Config, SRM Administrator, and the Command Event Master permissions also grant access to the CAI functions listed above.	None	Typically, users only need the Task Application Config permission if they are extending or customizing the CAI plug-in, or if they are integrating another application to the Task Management. Users with Infrastructure Change Config, SRM Administrator, and the Command Event Master permissions do not need the Task Application Config permissions unless they also need access to the Task Management functions. The Release Config, Activity Config, and Task Administrator permissions also grant access to the Task Management functions. Users with these permissions do not need the Task Application Config permission unless they also need access to the CAI.
Task Manager	Users with Task Manager permissions have access to updated records. The following permissions automatically inherit the Task Manager permissions: Task Administrator Infrastructure Change Master Infrastructure Change User Incident Master Problem Master	None	Users with any of these permissions do not need Task Manager permissions to use tasks.
Task Process Config	Users with Task Process Config permissions can perform these functions that span the following two components. Foundation component —Register applications that will use CAI (advanced feature) —Define commands, command parameters and command parameter mappings for the CAI (advanced feature) Task Management components Assignment settings: —Configure Task Assignment mappings Task Configuration settings: —Configure Task Group templates —Configure Task templates —Configure Variable templates Typically, the Task Process Config permission is granted to users that need some of the functions given by the Task Administrator permission. Review the Task Administrator function list to note differences between the two permission groups.	None	The Task Process Config permissions have similar access to the Task Management System as the Task Administrator permissions. Grant the Task Process Config permissions to Application Administrators.
Task User	Users with Task User permissions have access to updated records. The following permissions automatically inherit the Task User permission rights: Task Administrator Infrastructure Change Submit Infrastructure Change User Infrastructure Change Master Release Master Release User Activity User Incident User Problem User	None	Users with any of these permissions do not need the Task User permissions to access Tasks. Give the Task User permission to anyone who needs access to the Task System to update Tasks, but who does not have any of the permissions.

Application-based permissions required for tasks

You must have the permissions described in the following tables to view, create, or modify a task when you open it either from a parent request or from your IT home page. Tasks can be related to a change, incident, problem, or work order request and operations on these tasks can be performed by you if you have the appropriate permissions.

Foundation

User roles and permissions	Operations on the task
User roles and permissions	View	Create	Update
Task assignee or member of the task assignee support group with any of the following permissions: Task Administrator Task Application Config Task Manager Task Process Config Task User	Yes	Yes	Yes

BMC Helix ITSM: Change Management

User roles and permissions	Operations on the task
User roles and permissions	View	Create	Update
Change manager, change coordinator or a member of the change manager or change coordinator support group with either of the following permissions: Infrastructure Change Master Infrastructure Change User Important: The assigned change coordinator or manager can modify the task information in a change request until the request reaches the Closed stage. However, if you are not the assigned change coordinator or manager, but a member of the change coordinator or manager group, the information can be modified only until the change request reaches the Planning in Progress stage. If you have a user role other than a change coordinator or manager and if you have the Change Master permission, you can perform all the operations on a task.	Yes	Yes	Yes
Change Management User with Infrastructure Change Submitter permission.	Yes	Yes	No
Change Management User with Infrastructure Change Viewer permission.	No	No	No

BMC Helix ITSM: Service Desk

User roles and permissions	Operations on the task
User roles and permissions	View	Create	Update
Incident Management
Incident request assignee, incident request owner, or a member of the incident assignee or incident owner support group with either of the following permissions: Incident Master Incident User	Yes	Yes	Yes
Incident Management User with Incident Submitter permission.	Yes	Yes	No
Incident Management User with Incident Viewer permission.	Yes	No	No
Problem Management
Problem request coordinator, problem request assignee, or a member of the problem coordinator or problem assignee support group with either of the following permissions: Problem Master Problem User	Yes	Yes	Yes
Problem Management User with Problem Submitter permission.	Yes	Yes	No
Problem Management User with Problem Viewer permission.	Yes	No	No

BMC Service Request Management

User roles and permissions	Operations on the task
User roles and permissions	View	Create	Update
Work order request manager, work order request assignee, or a member of the work order manager or work order assignee support group with either of the following permissions: Work Order Master Work Order User	Yes	Yes	Yes
Work Order User with Work Order Viewer permission.	Yes	Yes	No
Work Order User with Work Order Submitter permission.	Yes	No	No