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Version: 1.2.4

Role Model

According to the ITAM role model, every service user gets a set of access rights to the service sections. Every role has its own restrictions on viewing, editing, and creating new records, as well as approving tasks.

All users of the ITAM service must have the itam_agent basic role; the service is not available to SimpleOne users without it. The rest of the roles in the table below incorporate the itam_agent role.

RoleRole name in the systemDescription
ITAM agentitam_agentThis role is mandatory and is shared by all ITAM users. It gives read access to all ITAM tables.
Nomenclature manageritam_nomenclature_managerThe user with this role creates and edits the nomenclature records.
Responsibleitam_responsibleThe user with this role can be assigned as the responsible for the assets in a given stock.
Operation specialistitam_operation_specialistThe user with this role edits assets according to their life cycle stages. The user can create and perform all types of ITAM tasks as well as edit the following fields on the asset form:
  • Use as replacement
  • In use as replacement
  • Not found
  • Unfixable
  • Serial number
  • Product/Part number
  • Operational state
ITAM manageritam_process_managerThe user with this role manages ITAM-related processes, but they do not perform the ITAM tasks themselves. Instead, they create, edit, complete, and cancel any ITAM tasks
Contract manageritam_contract_managerThe user with this role is responsible for asset contracts. They can create and edit asset contract records, as well initiate changing their states.
Contract approveritam_contract_approverThe user with this role approves asset contracts. Approval requests for all ITAM contracts are always created for all users with this role.
Planning manageritam_planning_managerThe user with this role is responsible for planning asset demands. They can register and plan asset demands, as well as initiate their approval process.
Purchase manageritam_purchase_managerThe user with this role manages the asset procurement process: they register, create, edit, and cancel the asset purchase records.
Budget controlleritam_budget_controllerThe user with this role can approve a functional budget for the purchase of assets within the framework of the organization budget model. They can also control budget expenses for specified cost centers.
Finance manageritam_finance_managerThe user with this role can access all financial documents and approve asset-related costs.

See the System Users article to learn how to assign a role to a user.

Available actions and required roles

TaskReadCreateUpdate
Registrationitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Allocationitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Inventoryitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_agent except itam_contract_manager, itam_process_manager or itam_operation_specialist (before the task enters the Complete state)
Change of responsibleitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_process_manager specified in the Assigned user field, itam_responsible
Relocationitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Change of stockitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Return to stockitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Maintenanceitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Upgradingitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Decommissioningitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Disposalitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
Asset transferitam_agentitam_operation_specialist, itam_process_manager, itam_responsibleitam_operation_specialist specified in the Assigned user field, itam_process_manager
note

By default, ITAM does not provide deleting asset or task records. This action is also unavailable for users with the admin role.