Configuration overview

Five steps to make Freelucy ready for your users.

Freelucy installs clean — no default tables, no demo data, no roles assigned. Before users can do meaningful work, an administrator configures it for your environment.

There are five tasks. Do them in this order.

#	Task	Who	Why
1	Enable relationship deletion	System Admin	Freelucy ships without delete rights on cmdb_rel_ci. Grant them once.
2	Grant access to users	ServiceNow Admin	Assign the Editor or Reader role to the right people or groups.
3	Manage cross-scope privileges	ServiceNow Admin	Let Freelucy read the tables your users need to map.
4	Manage suggested relationships	ServiceNow Admin	Define which relationships are valid between which classes.
5	Add Freelucy to a form view	ServiceNow Admin	Surface Freelucy as a button or embedded viewer on the records users open.

Already on UPMX? If you're using the Visual Relationship Editor that ships with UPMX instead of the standalone Freelucy app, the same configuration concepts apply — set the application scope to UPMX where these instructions reference Freelucy.

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What's next

Start with Enable relationship deletion.