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Configuration Management Security Role: People Tab

You can set permissions for a Configuration Management Security Role relating to People. This includes setting permissions for viewing, creating, and updating Users, Analysts, and External Contacts.Before you start

Before you start

You must have Security Roles setup selected in the Admin tab of your own General Access security role before you can assign or remove permissions for any security roles.

Display the Configuration Management Security Roles details window, if it is not already on screen.

Select the Menu button , then Admin, then select System Administration.

The System Administration window appears.

In the Explorer pane, expand Security Roles, then select Configuration Management. All existing Configuration Management security roles are displayed.

The pre-defined role All typically has all role options selected. However, some of the options are not selected by default and you should explore the permissions set before assigning the role.

If you want to create a role, select and assign the role a name in the Role Name field. To view or update a role, select the role in the browse table and select .
Assign the global permissions for the security role:

Disable CMDB Security

Analysts with this role have unlimited access to the CMDB, including the External Resource Search and Federated CMDB Admin options. Select this option to effectively turning off the granular security system for access to the CMDB. All CMDB items will open in edit mode, regardless of other permissions. Leave this deselected to assign specific permissions to the role.

External Resource Search

Analysts with this role can search for CMDB items from the External Resources Search window. Analysts with this permission are restricted to a Cached Resource Search so searches can only return CMDB details that have been imported and not excluded from the Federated CMDB. This option also allows Analysts to view external resource data via the Linked Resources option.

Federated CMDB Admin

Analysts with this role can import CMDB Items from the External Resource Search window. They can also perform a Full Resource Searchto search for Item Details within the CMDB which have not been imported into ASM Core, access the Federated CMDB Administration windows and access and process Discrepancy Reports through the CMDB Item Details Explorer option of the same name.

This option is only enabled if External Resource Search is selected.

Select the People tab and make the necessary changes to the permissions.

User View	Analysts with this role can search for and view Users
User New	Analysts with this role can create Users. User View must be selected to enable this option.
User Update	Analysts with this role can update User details. User View must be selected to enable this option.
User Delete	Analysts with this role can delete Users. User View must be selected to enable this option.
Analyst View	Analysts with this role can search for and view Analysts.
Analyst New	Analysts with this role can create Analysts. Analyst View must be selected to enable this option.
Analyst Update	Analysts with this role can update Analyst details. Analyst View must be selected to enable this option.
Update IPK Groups	Analysts with this role can update the IPK Group membership details for any Analyst. Analyst View must be selected and Analyst Update deselected to enable this option.
Update Workflow Groups	Analysts with this role can update the Workflow Group details for any Analyst. Analyst View must be selected and Analyst Update deselected to enable this option.
Analyst Delete	Analysts with this role can delete Analysts. Analyst View must be selected to enable this option.
External Contact View	Analysts with this role can search for and view External Contacts
External Contact New	Analysts with this role can create External Contacts. External Contact View must be selected to enable this option.
External Contact Update	Analysts with this role can update External Contact details. External Contact View must be selected to enable this option.
External Contact Delete	Analysts with this role can delete External Contact details. External Contact View must be selected to enable this option.
The following permissions can be set for managing people, regardless of whether the person is a User, Analyst or External Contact:
Person Cancel Lock	This option cancels the lock set while updating a person’s details. By default, only one Analyst can update a person record at any one time. Selecting this option disables this function and enables the person record to be updated by two or more Analysts simultaneously. User Update must be selected to enable this option.
Person Action by Default	Analysts with this role can open a person’s record in edit mode directly, without needing to use the Edit button. User, Analyst or External Contact Update must be selected to enable this option.
Person Object View	Analysts with this role can download and view objects that are attached to people. This option also allows access to view the Delegation section on the Person Details. User, Analyst or External Contact View must be selected to enable this option.
Person Object Update	Analysts with this role can update objects that are attached to People. This option also allows editing of the Delegation section on the Person Details User, Analyst or External Contact Update and Person Object View must be selected to enable this option.
Person Object Cancel	Analysts with this role can cancel and ‘override’ a checkout of an object that is attached to a person, restoring the object to its last checked-in state Person Object Version Control must be selected in the CMDB Settings and User, Analyst or External Contact Update and Person Object View in this role must be selected to enable this option.
Person Object Delete	Analysts with this role can delete Objects that are attached to people Person Object Update must be selected to enable this option.
Person Stakeholder View	Analysts with this role can view stakeholders linked to people
Person Stakeholder Write	Analysts with this role can update details for stakeholders that are linked to people Person Stakeholder View must be selected to enable this option.
Person Cost Center View	Analysts with this role can view or search for Cost Centers that are linked to people
Person Cost Center Update	Analysts with this role can update Cost Centers that are linked to people
Person Advanced Search	Enables the Advanced Search option when searching for people. Analysts with this role can create searches using advanced search functions.

Select to save the changes and close the window. Provide the Change Reasons if prompted to do so. Alternatively, select another tab, if appropriate.