what roles are required to allow users to create and edit system definition templates

[heidiyablonski]

I have a request to grant our Helpdesk supervisor access to create and edit templates.   Originally she had only the template_editor  role that is part of her ITIL role and that has never provided the access she needs. According to the Base Roles wiki, that should do it.   Since she still did not have sufficient privileges I gave her ALL template roles that would give her the proper access to create/edit the templates she needs.

She has the following template roles:

1.           template_editor

2.           template_scheduler

3.           template editor group

4.           template editor global

but only has access to Reports > Header Footer Templates.

When I set up templates I go to System Definition > Templates  (that's what she needs to be able to do)

What do I need to do to allow the user to access the System Definition Templates and have the ability to create/edit the actual system definition templates?

[Pradeep Sharma]

Hello Heidi,

OOTB template module is visible to anyone with role admin. However you can modify the application menu/module role as per your req. More info here.

http://wiki.servicenow.com/index.php?title=Administering_Application_Menus_and_Modules

[robpickering]

System Definition > Templates application module is restricted by role "admin".

This is Out-of-Box.

You can modify the module definition to allow one of the roles you're giving to also access that module (you'll also have to modify the base application "System Definition" to add that role as well, or the Application itself won't be visible).

However, I don't recommend the modification, as you may then have upgrade issues later on...as that Application module will be skipped in future upgrades.

If you do not want to give the user "admin", then they will have to edit the templates on the Forms themselves, by toggling the Template Bar at the bottom of the form by clicking the "..." more options in the header of the form.   See here for more information:   Templates

-Rob

[Mwatkins]

To see the System Definition > Templates module, first they will need the roles required to see the System Definition application menu. To see what roles are needed for that, open up the Application Menu (sys_app_application) table.

Open the record with the title "System Definition" and notice the roles marked in the Roles field.

You can either grant one of these roles to the user or you can add the template_admin role to the list of roles for the application menu. Even once you grant the user access to the application menu, the module might still be hidden, so you would need to follow the same process for the sys_app_module table too.

If you don't want to do either of the customizations above, I recommend you build a new module that opens the list of records in the sys_template table and grant this user access to the module.

Create a module

[Teena Singh]

Hi Heidi,

The Customer Experience team is striving to ensure that customer queries posted from the HI Service Portal are answered in timely and accurate fashion.

If you feel your question has been resolved, please mark the appropriate reply in the thread as being the Correct Answer.

Thank you in advance.

Regards,

Teena Singh
Customer Experience: UX Strategy and Customer Insights
teena.singh@servicenow.com

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