Digital Portfolio Management

[j3hall]

I'm currently working on building out the Service Portfolio for my university. I'd like for my services and service offerings to be able to be viewed by our service owners, IT Support technicians, and the end user. I've already figured out how to get my service owners to access DPM by using the sn_dpm.dpm_manager role and of course I already have the sn_dpm.dpm_admin role. Looking for guidance on how to accomplish a view only state for these services for Support technicians and for end users on the Service Portal which seems to be the biggest challenge.

[Aaron Guzman]

Hi @j3hall 

DPM manager should nearly be a read-only role that only has create/edit access to internal DPM tables like Personal portfolio. Otherwise they only contain Service Viewer role, which gives only read access to SPM related tables.

You can rely on SPM roles to regulate create/edit/delete access to SPM tables such as Offering, Service, Taxonomy Node, or Service portfolio. So in your case, as long as your IT Support technicians do not have service_editor, service_author, or service_admin they should not have any edit rights.

https://docs.servicenow.com/bundle/washingtondc-it-service-management/page/product/service-portfolio...

[j3hall]

Aaron,

Thank you very much for your reply. I think at this point we are comfortable with the access control available to us via roles in DPM. Our main obstacle at the moment is displaying the information that is in the DPM on the Service Portal to our customers as we'd like for them to know what services and service offerings we provide.