Relating people, organizations, and groups to CIs

In a multi-tenancy environment, a user can access a CI record only if one of the following conditions is met:

• The user belongs to the same company as the CI.
• On the People tab, you create a Supported by or Used by relationship to a people organization. The user is a member of the same company as the people organization.
• The user has unrestricted access to all companies.

Permissions required to modify CI

Users with Asset Admin permission can modify any CI that they can access. Users with Asset Viewer permission can view any CI that they can access, but they cannot modify it.

Users with Asset User permission can perform the following tasks:

• If they belong to a support group that has a Supported by role for the CI, they can modify the CI.
• They can view, but not modify, any other CI that they can access.
• If you provide the Write Security permission to any other role, the users from the groups that have this role can also modify the CI.
• If you provide the Write Security permission to a group, you must relate the supported by role with the supported group. For more information, see Roles, instance permissions, and row-level access in Atrium Core.
  
  

After you create the relationship, you can modify the role assigned to the record. For more information about modifying the role, see Modifying an assigned role for people, organizations, or groups related to a CI.

To relate a person, organization, or group to a CI

1. Open a CI, as described in Using-search.
2. Click the People tab, and click Add.
   On the Relate People form, existing people relationships are displayed in the Current People Relationships section.

3. In the Select Type section, select the required the person, organization, or group and follow the steps in the table below:
4. In the Select Role section, select the role the person, organization, or department performs in relation to the CI. The various options are:

1. 1. • Approved by — The individual who approved the CI.
      • Created by — The individual who created the CI
      • Managed by — The individual who manage the CI
      • Owned by — The owner of the CI
      • Supported by — The people who support the CI. To modify the CI, you must be a part of the supported group. 

      • Used by— The people who are the users of the system. This role gives you the additional ability to access the CI at a organization, company, or department level. It also gives you the access to the CI from other applications (for example, Incident Management or Change Management). The Used By role is also used by software license management for compliance.

        All the roles can be used in the approval process of a CI. For more information, see Creating approval mappings for people and support groups related to CI for Release Management.

2. Click Add.
   The related record appears on the People tab on the CI Information form.

To modify an assigned role for people, organizations, or groups related to a CI

1. Open a CI, as described in Using-search.
2. Click the People tab.
3. Select the record that contains the role you want to modify, and click Modify Role.
4. In the Relate People dialog box, select the new role and click OK.

The role that the person, organization, or department performs in relation to the CI is updated to the new role you selected.