Relating people, organizations, and groups to CIs

You can relate people, organizations, and support groups to configuration items (CIs). You might need to relate a CI to people who either manage, support, or own the CI. For example, if you provide a new salesperson with a laptop, you can relate that person to the laptop. And, if you know the support group responsible for repairing laptops, you can also relate that support group to the laptop.

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.

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.

You can relate more than one person, organization, or group to a CI. You can also relate different people or groups to the same CI, with different roles. For example, you can relate a printer to users of the marketing and engineering groups. You can set the printer as owned by the marketing group and managed by the printer support group.

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.

The following topics are discussed:

• • To relate a person, organization, or group to a CI
  • 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. To add a person, organization, or group, in the Select Type section, select the type of contact.

4. Search for and select the contact as described in the following table:
5. In the Select Role section:
   1. Select the role the person, organization, or department performs in relation to the CI. The various options are:
      • Approved by — The individual who approved the CI
      • Created by — The individual who created the CI
      • Managed by — People who manage the CI
      • Owned by — The owner of the CI
      • Supported by — The people who support the CI
      • Used by— Use this role if you are specifying the Users of the system
   2. Click OK.
      The related record appears on the People tab on the CI Information form.

Modifying 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.