BB4 Contributor.
Contributor.
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How do you Update Roles in Workbench

Hi Experts,

I have a requirement where in I have to Update Roles through Workbench.. Can some one please suggest he method to do so

 

-BB4

 

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6 Replies
Absent Member.. AntoniP Absent Member..
Absent Member..

Re: How do you Update Roles in Workbench

Hi BB4,

Roles are not updated in the Workbench, you can add, remove or edit Roles using the standard web user interface. You can see the current Roles under menu Search > Administrative > Roles.

Maybe you are not referring actually to Roles but to Security Groups. Security Groups are managed in the Workbench and you can do it in the Sys Admin > Security Groups section.

I suggest you to have a look to the Resource Management and Security Model manuals for more information.

Regards,

Antoni

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BB4 Contributor.
Contributor.

Re: How do you Update Roles in Workbench

Hi @AntoniP,

 

Thankyou for the reply..

 

My requirement is to assign the tickets from one person to another for a specific period of time

Is there any document I can refer for this.

Kindly Suggest

-BB4

 

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Absent Member.. AntoniP Absent Member..
Absent Member..

Re: How do you Update Roles in Workbench

Hi BB4,

could you please clarify what do you mean with "tickets"? Is it a Request Type?

 

Regards,

Antoni

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BB4 Contributor.
Contributor.

Re: How do you Update Roles in Workbench

Hi @AntoniP

 

Yes, by Ticket I mean Request Type. We have two types of request types configured in our Environment

Change and Fix.. For some Change Requests I need to change the Assignee from one person to another

 

Hope my requirement is clear

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Absent Member.. AntoniP Absent Member..
Absent Member..

Re: How do you Update Roles in Workbench

Ok, so you don't need to update the Request Type, you need to update a specific request in PPM. The only thing you have to do is to locate the field "Assigned To" in the form and change its value. If this field is not visible / editable in the current request status, you can change this temporarily in the Workbench, opening the Request Type and going to the "Status Dependencies" tab to change editability of the field.

Antoni

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Outstanding Contributor.. Amishra Outstanding Contributor..
Outstanding Contributor..

Re: How do you Update Roles in Workbench

Hello,

Assignee and Roles are two different concepts in PPM. You can assign a request to a person/group using 'Assigned To' or 'Assigned Group' these are independent on the roles that a user has in PPM.  You can further explore the functionality of 'Track Resources' in requests (refer demand management config guide)

For Roles, like Antoni mentioned it should be done via the front end... 

 

Cheers,

Ajay

Regards,
Ajay Mishra
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