Upload Assets and Asset Tags {CH00183915} - Service Manager 3180, is it possible to limit certain users to have bulk upload in Asset management Front end?

[Adam Toms]

Hello all,

I'm aware following the most recent update Service Manager 3180 the bulk upload button is now missing from the front end of the asset manager.

It would be great if possible, that this feature on the front end could be allowed via a button on the front end locked down to certain individuals rather than groups.

Many Thanks

Adam

 

[Steve Giller]

This has been moved to the Admin area - Users who need access will need to be the relevant roles to see that part of the Admin view(s)

 

[Jack Stanton]

Hi Steve, 

This has hit our teams also and we believed necessary permissions were already in place for the team - We want to provide access to the "Upload Assets" functions as previous but without granting additional administration privileges. What role is this contained under as it doesn't seem apparent from the get-go. Many thanks.  

[Peter Clough]

We've done some testing on this, creating a custom role to test, with the SM application rights under asset management of: Administer Asset Management, Create Configuration Items, Delete Configuration Items, Edit Configuration Items, View Asset Audit Trail, View Asset Management, View Configuration Items, View Configuration Management.

None of these permissions seem to be the ones required to see the page, and we don't want to give our users Service Desk Admin unnecessarily.

[Adam Toms]

Thanks @Steve Giller

I can see both sides of the coin, ultimately a bulk upload, should really be performed with someone with administrator rights. But it is handy having the button actually in the asset area front end, to allow those with relevant permissions to upload from with the asset management page, as this is where a lot of our asset management admin team spend the vast majority of the time.

I get this is a UI change and will be divisive, but it would be cleaner from an authorised user point of view if it was possible to handle this via the front end Asset Management page for those individuals. 

[Sally Passmore]

@Steve Giller could you advise of the permissions now required to be able to upload assets into SM so that my admin team can restore my access please? Many thanks.

[Jack Stanton]

@Steve Giller 

Hi Steve, 

Please can you advise on what the relevant permissions are so that we may apply accordingly? 

[EWA]

@Steve Giller what permission this required . All our assets are managed by Asset manager who isn't an admin, is Admin manager but not application admin.  it would have been much easier to manage it through roles within the existing view. A few customers have expressed concerns about moving this action to admin portal. 

[Estie]

@Steve Giller Hi we also have 3 users who regularly perform bulk uploads of assets and need access to this option.  I would prefer not to have to give them Admin rights to do so.  Is there any further update on this please?

[Steve Giller]

Have you considered the Asset Import Tool (which will both import new and updated assets) as an option?

[Jack Stanton]

@Steve Giller

Hi Steve, 

The Asset Import Tool isn't the functionality our team has gotten used to, whilst it has it's purpose and we do utilise it for various purposes, the bulk upload functionality has provided us with a user friendly method for all our asset and licensing team members to perform routine bulk upload activities quickly. We have no issue with applying the "relevant roles" - but without being directed as to what those "relevant roles" are, we cannot seek to apply them to our team. 

Please can you confirm for us all here what "roles" these sit under without providing full and unnecessary administrative access to hornbill. Thank you. 

[ArmandoDM]

The functionality, now accessible from the admin area, should work as before, i.e.

'Assets -> Tags' available to users with the following right rightD.viewAssetManagement
'Asset -> Upload Assets' available to users with the following right rightD.administerAssetManagement

 

[Jack Stanton]

18 hours ago, ArmandoDM said:

The functionality, now accessible from the admin area, should work as before, i.e.

'Assets -> Tags' available to users with the following right rightD.viewAssetManagement
'Asset -> Upload Assets' available to users with the following right rightD.administerAssetManagement

 

@ArmandoDM

Thanks Armando, 

How do we apply this via roles? We started setting up the profile and can't find where these sit. Can you confirm what the role profile needs to look like to allow this? Many thanks.

[Estie]

Hi all, I have given my full users the following roles from Platform Config>Users>find the user>roles>Assign roles:

I have checked with one of them and they are able to access Service Manager>Assets>Upload Assets.
They do not have access to any other Service Manager admin functions.

Hope that helps.

This is what they see:

[Jack Stanton]

2 minutes ago, Estie said:

Hi all, I have given my full users the following roles from Platform Config>Users>find the user>roles>Assign roles:

I have checked with one of them and they are able to access Service Manager>Assets>Upload Assets.

Hope that helps.

Ditto - but still no dice unfortunately. our Asset and License Analysts already had this applied.

[Jack Stanton]

1 hour ago, Estie said:

Hi all, I have given my full users the following roles from Platform Config>Users>find the user>roles>Assign roles:

I have checked with one of them and they are able to access Service Manager>Assets>Upload Assets.
They do not have access to any other Service Manager admin functions.

Hope that helps.

This is what they see:

Hi Estie, 

Thanks for sharing this, it's exactly what i'm looking for but unfortunately it's not appearing the same for us... Is it possible for you to show the full permissions set applied on the user profile as a "model". My team have commented that they don't even get the drop-down for "Service Manager" appear for them...

[ArmandoDM]

Good morning @Jack Stanton

as suggested, the role Asset Management User grants the right  viewAssetManagement, the role Asset Management Admin grants both viewAssetManagement and administerAssetManagement

 

[Jack Stanton]

38 minutes ago, ArmandoDM said:

Good morning @Jack Stanton

as suggested, the role Asset Management User grants the right  viewAssetManagement, the role Asset Management Admin grants both viewAssetManagement and administerAssetManagement

 

As previously stated the roles "Asset Management Admin", "Asset Management User" and "Asset Manager" have all already been applied and still team cannot access. 

[ArmandoDM]

@Jack Stanton

I will mention this for investigation and keep you updated.

 

 

[Jack Stanton]

@ArmandoDM

Good Morning, 

Any further progress on this? On A/L next week so eager for a fix, otherwise will need to provide full admin access to an individual to sort in the meantime.

[ArmandoDM]

Good morning @Jack Stanton

the issue has been addressed. It requires the new build of Service Manager as well as a new platform build.

All we be released next week.

Regards

Armando

[Adam Toms]

@ArmandoDM Thanks for replying back to this post, will the button to bulk upload return to the Assets Page if you have the relevant permissions?

[ArmandoDM]

@Adam Toms

if you have the relevant permission yes, you should be able to access the page

Regards

Armando

[ArmandoDM]

Hello @Jack Stanton  @Estie  @Adam Toms

since last Service Manager update, a user granted the role(s) Asset Management Users and/or Asset Management Admin should now be able to use the asset functionality under Admin without giving any admin role.

Regards

Armando

[Jack Stanton]

Thanks Armando, 

Tested and permission sets now working as intended.