Create a user criteria record for Change Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create a user criteria record to control user access to widgets.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Change Models > User Criteria.
    2. Select New to open a new record.
    3. On the form, fill the fields.
      Table 1. User Criteria record
      Field Description
      Name Unique name for the user criteria record.
      Active Option to make the condition active.
      Users Users to be granted access.
      Groups Groups to be granted access.
      Roles Roles to be granted access.
      Companies Companies to be granted access.
      Locations Locations to be granted access.
      Departments Departments to be granted access.
      Match All Determines whether all elements from each populated criteria field must match. If selected, only users who match all criteria are given access. If cleared, the user must meet one or more of the set criteria to be given access.

      By default, this check box is cleared so that any condition met provides a match.

      Advanced Displays or hides the Script field.
      Script Defines any additional criteria, and returns true or false. This field is available only if Advanced is selected.
    4. Select Submit.