This documentation supports the 21.3 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Granting people access to companies

Grant people access to companies on the People form. You can grant access to users to one company, access to multiple companies, or unrestricted access to all companies. By default, the Unrestricted Access check box on the People form is unselected.

Related topics

Configuring-people-and-support-groups

Setting up users, access, and preferences

You cannot restrict access to companies that are offline. Offline companies are not available from selection lists, but those companies and their records are available from searches.

To grant a support group access to a company, you must provide access to each person who is a member of the support group. If a single support group supports multiple companies, you might give members of the support group unrestricted access or specify the multiple companies that those members support.

To grant access to a company, you must log in to an account that has access to that company. 

To grant a person access to a single company

  1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
  2. Search for and select the appropriate person.
  3. Click the Login/Access Details tab.
  4. In the Access Restrictions Area, click Update Access Restrictions.
    221_AccessRestrictions.png
  5. In the Access Restrictions dialog box, and in the Access Restriction field, select the type of company for which you are granting access (customer, generic contact, operating company, or vendor), and then select the company. 
  6. Click Add/Modify.
  7. Click Close.
  8. On the People form, click Save.

To grant a person access to multiple companies

  1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
  2. Search for and select the appropriate person.
  3. Click the Login/Access Details tab.
  4. In the Access Restrictions area, click Update Access Restrictions.
  5. In the Access Restriction field of the Access Restrictions window, select a company for which you are granting access.
  6. Click Add/Modify.
  7. Select and add other companies for which you are granting access.
  8. Click Close.
  9. On the People form, click Save.

To grant a person unrestricted access to all companies

Some people require access to all companies.

For example, someone working in Global Support or a Help Desk manager might require access to all companies.

Important

  • Granting unrestricted access to all companies does not grant access to all areas of the application. Application permissions determine whether the person can access incidents or problem investigations.
  • To grant a person unrestricted access to all companies, or to remove unrestricted access from someone, your login ID must have Unrestricted Access permissions.
  • Enabling Unrestricted Access for a user will prevent Visibility Groups in Knowledge Management from functioning as expected, this means that the user can view all Knowledge Articles within the system.
  1. On the Standard Configuration tab of the Application Administration Console, click the View link next to People.
  2. Search for and select the appropriate person, and then click the Login/Access Details tab.
  3. In the Access Restrictions area, select the Yes check box next to Unrestricted Access.
  4. Click Save.

 

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