The DMT solution does not support updating of existing records, Effective Technologies includes this capability and can use different fields as the primary key such as login ID or Corporate ID. You could create a new form that you could the new information into for group membership and permissions, you can review the DMT spreadsheet to review how to create a profile that also includes permission and functional roles to determing hoe you could then create profiles in ITSM to review how the workflow works.
I have provided some thoughts and I expect the list to give your more suggestions. -----Original Message----- From: Warren R. Baltimore II <warrenbaltim...@gmail.com> To: arslist <arslist@ARSLIST.ORG> Sent: Thu, Mar 6, 2014 11:37 am Subject: Adding Permissions and Functional Roles ** I've got a problem that I'm afraid could have been avoided with better planning on my part..... ARS 7.6.04 Patch 5 ITSM 7.6.04 We have about 8000 Users that were loaded into our CTM:People form before we knew what groups they would be members of as well as the permissions they would need. Of the 8000, only about 300 are actual support people. I had originally thought that I could just create the templates and associate an individual via the templates. What I didn't know (I've been using ITSM 5.5 for the last 5 years, so this is all very new to me), is that if I did that, it would overwrite all of the individuals information (phone, address, etc.). I've tried identifying something to help me in the manual, but I'm afraid I just haven't been able to spend as much time as I need.... Is there something I'm missing here? Is there a way to go back and associate everyone with all of the Access/Permission groups and Support Groups/Functional Roles that doesn't require to me go to each individual and add it manually? Ideas are greatly appreciated! Thanks in advance! -- Warren R. Baltimore II Remedy Developer 410-533-5367 _ARSlist: "Where the Answers Are" and have been for 20 years_ _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"