Defining permissions and support groups in the dataload spreadsheets

People templates make it easier to load People records for individuals who fulfill the same role within a given support group. For information about completing the People.xlsx spreadsheet, see Defining permissions using templates. 

When loading people information, the CTM_LoadPeopleTemplate tab is used to specify the template information, such as name. The other fields, such as Company Name, are loaded from the CTM_Load People tab. These other fields, however, are stored in the People Template after promotion and are used when you create individual people records through the Application Administration console. The following figure shows how the Template Name field relates the CTM_LoadPeopleTemplate tab to the CTM_LoadPeople tab.

Related topics

Foundation module permission groups


221_CTM_Load_Spreadsheet.png

To define permissions by using templates

As an administrator, you can use template names for assigning permission groups to a group of people.

  1. Specify a Template Name on the CTM_LoadPeopleTemplate tab in People.xlsx and complete the rest of the required fields.

    The information in the CTM_LoadPeopleTemplate tab is not used; the information in the CTM_LoadPeople tab is used to load the person data.

    The template information is joined to the people information by the template name, as shown in the following figure. 
    After a template has been defined in the CTM_LoadPeopleTemplate tab and the People records have been defined on the CTM_LoadPeople tab, you can create a permission record using the CTM_LoadPeopleTemplatePG tab.

  2. Enter the template name specified in the CTM_LoadPeopleTemplate tab in the Template Name column of the CTM_LoadPeopleTemplatePG tab.
    You must enter one permission per spreadsheet row (many permissions to one template are allowed). 
    The following figure shows an example of permission groups being assigned to a group of people, with the records being linked to each other by the Template Name. 
    221_CTM_Load_Spreadsheet_LoadTemplate_PG.png

  3. Verify that the permissions that you are assigning are not already defined in the CTM_LoadPeoplePermissionGroups tab, which are used to define permissions on an individual basis.
  4. Repeat steps 1 through 3 to specify support groups using the CTM_LoadPeopleTemplateSG tab and functional roles using the CTM_LoadPeopleTemplateSFR tab.
    The permissions that you assign individually are appended to any permissions assigned by a template. If there are duplicate permissions, a validation error occurs.

To define the permissions on an individual

  1. Fill in the information for the individual on the CTM_LoadPeople tab.
  2. Based on the type of permissions that you want to assign, fill in any of the following tabs:
    • CTM_LoadPeoplePermissionGroups to assign permission groups. This tab is linked to the CTM_LoadPeople tab by the Remedy Login ID column.
    • CTM_LoadSupportGroupAssociation to assign support groups. This tab is linked to the CTM_LoadPeople tab by the Login ID column.
    • CTM-SupportGrpFunctionalRole to assign support group functional roles. This tab is linked to the CTM_LoadPeople tab by the Login ID column. 
      The following figure shows an example of permission groups being assigned to an individual, with the records being linked to each other by the Remedy Login ID. 
      221_CTM_Load_Spreadsheet_LoadPermissionGroups.png
  3. Verify that the permissions you that are assigning are not already defined in any templates that you are using to assign permissions.
  4. Repeat steps 1 through 3 for all the individuals to whom you want to assign permissions on an individual.

 

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