Assets en CMDB
Gebruikers- en componentgroepen beheren
User group membership · Component group membership · Group sync visibility
Choose the task you want to carry out. Each procedure includes its prerequisites, steps and safeguards.
Voor wie
Beheerders, medewerkers en IT-teams die ITLedger gebruiken voor dienstverlening, assets, compliance en rapportages.
Taken
Kies je taak. De volledige werkwijze, voorwaarden en aandachtspunten staan hieronder in het Engels.
User group membership
User group membership.
Who can do this: Tenant administrator, Operator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- User groups are separate from teams and departments; they support operational governance roles, local custom groups, and external identity/access groups.
- System templates distinguish CAB, incident, change and problem management roles.
- Enabling a system group without adding members does not make the workflow ready.
- User group members have a role of owner or member, and CAB-related delegation is managed from the Profile page.
- Nested groups must not form cycles.
- Removing memberships preserves history where soft deletion is supported.
- Open Contacts → User Groups to manage operational user groups, or Contacts → Component Groups to manage component groups.
- For user groups, use the Groups tab to search, create custom groups, edit descriptions, delete custom groups, and open the member editor.
- Use the Templates tab to review CAB, incident manager, change manager, and problem manager system-group status, then enable missing templates where needed.
- In the user group editor, search users by name or email, add them as owner or member, adjust roles, and remove stale members.
- Review group membership after changes so workflow readiness, visualizations, and governance checks use current members.
Expected outcome: The user has reviewed the result of user group membership in the application.
Component group membership
Component group membership.
Who can do this: Tenant administrator, Operator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- A component group contains one configured resource type.
- Select that type before searching for members; without it membership changes can be blocked.
- Review the member selection before saving or removing links.
- Open Contacts → User Groups to manage operational user groups, or Contacts → Component Groups to manage component groups.
- For component groups, create a group with a name, description, and entity type, then use the edit dialog to add matching components by search.
- Review group membership after changes so workflow readiness, visualizations, and governance checks use current members.
Expected outcome: The user has reviewed the result of component group membership in the application.
Group sync visibility
Group sync visibility.
Who can do this: Tenant administrator, Operator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- User groups are separate from teams and departments; they support operational governance roles, local custom groups, and external identity/access groups.
- External identity groups must retain their source and external identity.
- Access to assets is represented through explicit access relationships; group presence alone does not grant unrelated permissions.
- Do not treat external group membership as a local team or department assignment.
- Open Contacts → User Groups to manage operational user groups, or Contacts → Component Groups to manage component groups.
- Open the group and review whether it is local, a system workflow group or synchronized from an external identity source.
- Review its recorded external identity and membership source before changing it.
- Use the owning identity system for managed membership and verify the next synchronized state.
Expected outcome: The user has reviewed the result of group sync visibility in the application.
Aanbevolen werkwijze
- Geef voorrang aan gegevens die dienstverlening, compliance en kosten beïnvloeden.
- Leg relaties vast die een concrete operationele vraag beantwoorden.
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