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      Runbook Membership

      How to build the Runbook membership

      When you create a Runbook, you automatically become the owner of that Runbook and are added to the Team Membership. If you have RBM Admin or Manager permissions, you will be able to manage the full lifecycle of the Runbook. If you are an Author, you will have permissions to create data, add team members but not take the Runbook beyond that.

      Other members, groups and teams can be added for the purpose of:

      • Giving those users access to view certain Runbooks, Instances and Events
      • Assigning Tasks to users, groups and teams
      • Tasks assigned to users, groups or teams can be activated and completed by users defined

      In order to build the team membership, go to the Runbook details screen:

      1. Click on the membership icon on the far right of the screen.
      2. The drop down under Runbook Teams will be defaulted on Management and you will see your name listed.
      3. Clicking on the dropdown icon you will also see a Team already created for you called Authors.

      The Management Team has full permissions of the lifecycle of the Runbook and subsequent Instance.

      The Author Team have Author permissions, so can build and edit the Runbook including adding team members etc but cannot do anything else.

       

      1. Stay on the Management Team and add any user who you want to have the same permissions as you in this Runbook. Click on the plus sign under Users to do this and you will be presented with anyone who is eligible.
      2.  You will be able to add anyone from your organisation who has an RBM license and has Admin or Manager permissions
      3. Move on to the Authors Team and go through the same process. You will be able to add anyone with Admin, Manager or Author permissions. These users will only have Author permissions, however.
      4. To add a new Team, click on the blue plus icon next to the Team drop down field.
      5. You will then have the opportunity to create a new Team, and then once created, add users to this team. Users with any permission level can be added, but will only have permissions to start and stop tasks assigned to them or to the Team.
      6. To add a Group, select the Groups tab then select the add button. Start typing the name of an existing ServiceNow Group for your organisation.
      7. Once you have completed building your Team Membership, you can assign tasks to either Groups, Teams or Users for that particular Runbook.