Change Request Management Permissions for IT Services
Change Request Management users need permission set licenses to access and manage
change records, workflows, and approvals. Understand what each permission set license offers.
These licenses are provided out of the box and are required to get started with the Change
Request Management process.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
You can get access to the Change Request Manager permission set group and the Change Request
Fulfiller permission set group to manage change requests. These groups provide all the
necessary access for users in the roles of Change Manager and Change Fulfiller.
Permission Set Licenses
permission set name
what's included in the license
Change Request Manager
Access to review and assess change requests, evaluate risks and impacts, approve
changes, configure approval groups, and manage change calendars. Close change requests
and coordinate with stakeholders to ensure successful implementation.
Change Request Fulfiller
Access to create and manage implementation plans, tasks, and rollback strategies.
Includes permissions to execute changes in production, verify implementation, perform
testing, monitor system health, update documentation, and support post-implementation
activities.
IT Service Incident and Change Request Associator
Gives users access to add or remove incident and change association records for
IT services.
IT Service Problem and Change Request Associator
Gives users access to add or remove problem and change association records for IT
services.
IT Service Change Request and Release Associator
Gives users access to add or remove change and release association records for IT
services.
IT Service Change Request Associations Resolver
Gives users access to resolve change association records for IT services.
IT Service Change Request Deleter
Gives users access to delete change request records for IT services.
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