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08-22-2024 08:28 AM
Having an issue with our in house Demand Manager unable to view the available "Create Task" option on the Idea record.
He can only see Demand, Project and the TeamSpaces option:
While I, with admin role, can see all of these options:
Assuming this is role issue, but he has the Idea Manager role, so what other role does he need to see all the available options. He especially wants Epic and Story option.
Also, when he goes to look for Ideas, his only option is looking at "My Ideas":
Unlike me, again with admin role, can see this:
I am sure this is role related as well - just need to find the correct role for him to be able to do all.
Thanks!
Solved! Go to Solution.
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08-22-2024 04:03 PM
The description on the idea_manager_professional role is
Users with this role can convert an idea to all the entities including demand and project
so that might be worth a try. Does this user also have the itil role?
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08-23-2024 05:26 AM
This is what my module record looks like
We were restricting it to itil, but I changed it to idea_manager in this environment and confirmed a user with no roles only saw My Ideas. I added the idea_manager role to this user, then impersonated them and Create New appeared as expected.
An ACL could cause this module to be hidden. Is the idea_manager user able to create new idea records - either from the list view or a direct URL like this?
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08-22-2024 10:35 AM
You usually have to logout and or end impersonation to before seeing these changes. The Create Task choice list has a different root cause.

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08-22-2024 10:57 AM
Logged out
Logged back in
Did impersonation
No change
Appreciate the help but obviously something else is blocking this access
Plus like you said the Create Task choice list has to be fixed as well
Thank you
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08-22-2024 11:11 AM
Modules are more or less standalone and should be easier to troubleshoot. There is the Override application menu roles checkbox, but that immediately didn't make sense as you both see the Self-Service menu that this is under (Ideas is just a separator module). It's probably worth trying with that checked. The module(s) you added the role to are under the Self-Service Application menu, correct?

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08-22-2024 11:16 AM
Yes it's under Self Service Application Menu - don't want to remove it from there if I don't have to. But it's still not showing when I impersonate him.
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08-22-2024 04:03 PM
The description on the idea_manager_professional role is
Users with this role can convert an idea to all the entities including demand and project
so that might be worth a try. Does this user also have the itil role?