External Project Manager - Planning Console without financial data
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‎02-22-2024 01:06 AM
Hi!
We have the requirement that external consultants manage or at least support projects in our ServiceNow system.
This means that they should work operationally in the Planning Console, but must not have access to financial data in any form.
In the first step, we wanted to use the it_project_user role for this, as it already has the desired restrictions with regard to financial data. However, it turned out that access to the planning view (Planning Console/Project Workbench) is regulated via the it_project_manager role.
So how can we authorize a user to access the Planning Console/Planning Workbench without giving them access to the financial data or higher project functionality (create, delete,...)?