Set ownership for configuration entities

Different groups of users in PPM have ownership and control over the configuration entities. These groups are referred to as ownership groups. Unless global permission has been provided to all users for an entity, ownership group members are the only users who can edit, delete, or copy that entity. To complete those tasks, the ownership groups must also have the required access grant for the entity. For example, a user must have the Config: Edit Workflows access grant to edit workflows and workflow steps.

You can assign multiple ownership groups to the various entities. Ownership groups are defined in the Security Group window. Security groups become ownership groups when used in the ownership capacity.

You can specify ownership groups for the following entities involved in your process:

  • Environments

  • Object types

  • Request header types

  • Security groups

  • User definitions

  • Workflows

  • Environment groups

  • Report types

  • Request types

  • Special commands

  • Validations

  • Workflow steps

The ownership setting is accessed through the individual entity windows in the Workflow Workbench.

The System: Ownership Override access grant lets the user access and edit configuration entities, even if that user does not belong to the ownership groups associated with the entities. Assign this access grant only to high-level users who may be required to configure processes for multiple groups.

For example, to set the ownership for a workflow:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. From the shortcut bar, select Configuration > Workflows.

    The Workflow Workbench opens.

  4. Click List.

  5. On the Results tab, in the Workflow Name column, double-click the name of a workflow for which you want to configure ownership.

    The Workflow window opens to the Layout tab.

  6. Click the Ownership tab.

  7. Click Only groups listed below that have the Edit Workflows Access Grant.

  8. Click Add.

    The Add Security Group window opens.

  9. Select one or more security groups.

  10. Do one of the following:

    • To add the current security group and continue adding security groups, click Add.

    • To add the current security group and close the window, click OK.

    On the Ownership tab, the Security Group column lists the security groups you selected.

  11. Do one of the following:

    • To save the selection and close the Workflow window, click OK.

    • To save the selection and leave the Workflow window open, click Save.