Release Management Roles

[Mayur Patil2]

Hello Developer ,

I have installed release module plugin, working & learning the module side by side.

I have one query about Roles and responsibilities for user. Please help me to understand what role should be provided to whom so that the workflow will be in line.

As out of box 2 roles were installed in instance with plugin i.e. Release admin[release_v2_admin] & Release user[release_v2_user].

In my instance I have assigned one release record to group having itil role but when I am trying to impersonate to assignment group member then member is not able to see the release record in All>Service Desk>My Group Work.

Please me to understand this and if you have any learning videos, document please do share.

Thank you 

Mayur Patil

[Community Alums]

HI @Mayur Patil2 ,

The Group with ITIL role should also have Release user[release_v2_user]  added.

[Dr Atul G- LNG]

Hi @Mayur Patil2 

If you tried in PDI , that very good, bcz i am not able to see release plugin on PDI.

and you are right and it is OOTB

to access release a user specifically has Release user[release_v2_user]. else user will not able to see the release record.

[Rajdeep Ganguly]

The roles and responsibilities in ServiceNow are typically assigned based on the user's job function. Here's a brief explanation of the roles you mentioned and how they should be assigned:

- Release admin [release_v2_admin]: This role is typically assigned to the Release Manager or someone who has the authority to manage and oversee the entire release process. This user can create, modify, and delete release records, and can also manage other aspects of the release process.

- Release user [release_v2_user]: This role is typically assigned to users who need to view and work on release records but do not need to manage the entire process. This could include developers, testers, or other IT staff.

- ITIL role: This role is typically assigned to IT staff who need to work on incidents, problems, changes, and other ITIL processes. This role should allow users to see and work on records assigned to their group.

If a user with the ITIL role cannot see a release record assigned to their group, it could be due to one of the following reasons:

- The release record is not shared with the group.
- The user does not have the necessary release role (either release_v2_admin or release_v2_user) in addition to the ITIL role.
- There may be a data restriction or access control rule that is preventing the user from seeing the record.

To resolve this issue, you can try the following steps:

1. Ensure that the release record is shared with the group.
2. Assign the necessary release role to the user.
3. Check for any data restrictions or access control rules that may be preventing the user from seeing the record.
4. If the issue persists, you may need to contact ServiceNow support for further assistance.

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[Mayur Patil2]

Thank You @Rajdeep Ganguly @Dr Atul G- LNG @Community Alums 

For you guidance. 

I provided user with release_v2_user role but still he not able to create release record.

Sharing screenshot for reference.

1)In filter navigator there is no release module

2)  But if I follow All>My group work> open record that is assign to group then field are read only

So here I am facing challenge . If you guys know any ACL or restriction is there please let know. Because release_v2_user this role have create access.

Also sharing one sheet that I created for my understanding with Release roles.

Roles	Create	Read	Update	Delete	Explanation
release_admin	Yes	Yes	Yes	Yes	Full administrative privileges over the release management module. Can create, read, update, and delete all release-related records and configurations
release_v2_admin	Yes	Yes	Yes	Yes	Similar to `release_admin` but specifically tailored for ServiceNow's V2 release management.
release_v2_user	Yes	Yes	Yes	No	Can create, read, and update release records within the V2 release management framework. Cannot delete release records.
rm_release_admin	Yes	Yes	Yes	Yes	Administrative privileges specifically for release records. Can create, read, update, and delete release records.
rm_release_phase_admin	Yes	Yes	Yes	Yes	Administrative privileges specifically for release phase records. Can create, read, update, and delete release phase records.
rm_release_phase_user	Yes	Yes	Yes	No	Can create, read, and update release phase records. Cannot delete release phase records.
rm_release_user	Yes	Yes	Yes	No	General user permissions for interacting with release records. Can create, read, and update own release records but cannot delete release records or perform administrative tasks
sn_release_read	Yes	Yes	No	No	Read-only access to release records. Can view release records and related information but cannot create, update, or delete records.

Thank you