WSD Groups/Role/Persona's Matrix

[fabio_milani]

I'm beginning to look at the Groups/Roles/Personas that are designed into the ServiceNow WSD platform for each application that we are interested in WSD (WSD Core, Lease, Space/Reservation, Case Management, Indoor Mapping, etc…)..  In particular, we are interested in the definition of each application’s Group/Role/Persona, the specific tasks (and related Access Permissions) that apply to each Group/Role/Persona, and how to assign each Group/Role/Persona’s capabilities to the appropriate individual users of the WSD applications across the employees. 

As an example, in the WSD Space application, a Space Planner role may be given access to create a Space Scenario.  However, only the Workplace Manager role may be allowed to approve the Space Scenario before it is released to Production.  Along this line, I'm interested if you have a matrix or spreadsheet that lists or itemizes all the essential detail functionalities/tasks included in each of the WSD applications we are deploying and assigns each of those detail tasks to a Group/Role/Persona that has access to – and is responsible for performing - that task.

Below please see a table of Roles and Role Definitions we’ve assembled by reviewing your training and other documentation. However, we’re not sure it is complete – or the definitions are detailed enough – to help us understand how to assign Group/Role/Persona access and responsibilities to each of our Team Members.  If you have a matrix or template that is intended to help clients assign the correct Role/Persona to the correct Team member – for the right level of functional access and visibility to the system it would be helpful.

WSD Applications and Roles:

Application	Role title	Role name	Description	Contains roles
Workplace Service Delivery Core	Workplace core admin	[sn_wsd_core.admin]	Complete access to Workplace Service Delivery applications. • Sets up data about the workplace • Has complete access to the application	sn_wsd_core.workplace_manager
Workplace Service Delivery Core	Workplace core reader	[sn_wsd_core.task_reader]	• Has permission to read all workplace tasks.
Workplace Service Delivery Core	Workplace core writer	[sn_wsd_core.task_writer]	• Create, read, update, and delete Workplace Tasks. • Read Task templates.	sn_wsd_core.task_reader
Workplace Service Delivery Core	Workplace exposure analyst	[sn_wsd_core.workplace_exposure_analyst]	• Identifies potentially exposed employees in the ServiceNow® Emergency Exposure Management application using workspace reservations.
Workplace Service Delivery Core	Workplace knowledge base writer	[sn_wsd_core.kb_writer]	• Create, view, publish, and update knowledge base articles. • Retire and republish knowledge base articles.
Workplace Service Delivery Core	Workplace manager	[sn_wsd_core.workplace_manager]	• Reserves spaces at the workplace • Links employees and shifts to spaces • Manages preventive maintenance tasks	sn_wsd_core.workplace_exposure_analyst schedule_admin template_editor_global
Workplace Service Delivery Core	Workplace shift owner	[sn_wsd_core.workplace_shift_owner]	• Has edit access to the shifts that they own. • Has edit access to details such as shift schedules, associated users, and spaces of owned shifts. • Has read-only access to workplace tasks of owned shifts. • Can view workspace requests and reservations for owned shifts
Workplace Service Delivery Core	Workplace user	[sn_wsd_core.workplace_user]	• Requests area or workspace reservations from the Workplace Service Portal • Schedules arrival to workplace locations using the Workplace Service Portal
Workplace Reservation Management	WSD Admin	[sn_wsd_rsv.admin]	• Manage Standard services and the location to which they are assigned. • Add standard services. • Add flexible services • Add reservable purposes. • Assign archiving rule. • Create and assign time slots to a reservable module.	sn_wsd_rsv.manager sn_wsd_rsv.dispatcher sn_wsd_rsv.staff sn_wsd_core.workplace_user sn_wsd_rsv.reservation_planner
Workplace Reservation Management	WSD Manager	[sn_wsd_rsv.manager]	• View all reservations. • View and generate reports. • Manage reservations.	sn_wsd_rsv.dispatcher sn_wsd_rsv.staff sn_wsd_core.workplace_user sn_wsd_rsv.reservation_planner
Workplace Reservation Management	WSD Dispatcher	[sn_wsd_rsv.dispatcher]	• View all reservations.	sn_wsd_rsv.staff sn_wsd_core.workplace_user
Workplace Reservation Management	WSD Staff	[sn_wsd_rsv.staff]	• View all reservations.	sn_wsd_core.workplace_user
Workplace Reservation Management	Reservation planner	[sn_wsd_rsv.reservation_planner]	• Plan reservations in Workplace Central Event planner. • Reservation planner is allowed to bypass the reservable module user criteria to manage all the reservations in the schedule view.	sn_wsd_rsv.dispatcher sn_wsd_rsv.reservation_viewer
Workplace Reservation Management	Reservation viewer	[sn_wsd_rsv.reservation_viewer]	• View reservations inWorkplace Central Event planner.	sn_wsd_core.workplace_user sn_wsd_central.workplace_analytics_user
Workplace Reservation Management	User	[sn_wsd_core.workplace_user]	• Create room or desk reservations from the Service Portal for self or on behalf of someone. • View reservations created by them. • View reservations created on behalf of themselves or someone else. • Manage (edit and cancel) reservations created by them. • View private subject of their reservations or reservation created for them. • View reservable items. • View services.
Workplace Case Management	Workplace Case Management admin	[sn_wsd_case.admin]	• Creates record producers and configures the application
Workplace Case Management	Workplace Case Manager	[sn_wsd_case.manager]	• Sets up workplace services and associates record producers to the workplace service
Workplace Case Management	Workplace case agent	[sn_wsd_case.workplace_agent]	• Create cases, edit cases and tasks, and resolve cases
Workplace Case Management	Workplace users (employees)	[sn_wsd.core.workplace_user]	• Create cases and accept/reject case resolution utilizing portal
WSD - Indoor Mapping	Indoor Mapping administrator	[sn_map_core.map_admin]	• Sets up the map data and objects in Indoor Mapping Map Studio. • Has complete access to the application.	user_criteria_admin Can manage the User Criteria records.
WSD - Indoor Mapping	Map editor	[sn_map_core.map_editor]	• Sets up maps in the Indoor Mapping Map Studio, imports floor plans, and can manage maps (edit or delete) in the Map Studio.
WSD - Indoor Mapping	Map editor limited	[sn_map_core.map_editor_limited]	• Limits the access to a campus and can only view and edit campuses that are assigned to this role. • Users with this role cannot view or update all campuses or map objects in Map Studio.
Workplace Lease Administration	Lease Manager	[sn_wsd_la.manager]	• Create and edit lease contract records. Updates the spaces that are part of a lease contract.	sn_wsd_la.user contract_manager
Workplace Lease Administration	Lease Admin	[sn_wsd_la.admin]	• Performs the Lease tracking module setup	sn_wsd_la.manager sn_wsd_central.workspace_user
Workplace Lease Administration	Lease User	[sn_wsd_la.user]	• Read all lease contract information. No create or edit access.	sn_wsd_central.workspace_user contract_manager
Workplace Lease Administration	Lease Workplace Central User	[sn_wsd_la.workplace_central_user]	• Enables users to access the Workplace Lease Administration application in Workplace Central.

WSD Applications:

Workplace Service Delivery Core

Workplace Reservation Management

Workplace Case Management

WSD - Indoor Mapping

Workplace Lease Administration