Support and Documentation

Managing Ops Desk roles

This section describes how to create, edit, and view a role.

Creating Ops Desk roles

Similar to UNIX groups, Ops Desk roles are collections of users with the same permissions. You can use groups to manage large numbers of users. You define a role, and then add or remove users from that role. Before creating a role, identify which permissions you want to assign to all users in that role.

Procedure. To create a role:
  1. In the left panel, click |mi-settings|.

  2. Click Roles. The Roles widget appears.

  3. In the widget's upper-right corner, click |mi-add|. The New Role widget appears.

  4. In the Information widget, enter a name and description for the role. The name appears in various widgets throughout Ops Desk.

  5. From the Widgets list, select the widgets to which the role as access.

  6. Under Areas, do the following:

    1. Toggle on an area to which you want to give the role access. The area's widget expands.

      role-access-level.png
    2. Select the access levels for the area-role combination. Referring to the previous image, the role has read and write access to the Admin: Integrations area, but not delete access.

    3. Repeat steps a–b to configure permissions for other areas.

  7. Under Additional Access, select the services to which the role has access by doing the following:

    1. Click |mi-add_circle_outline|, and select the service.

    2. If the service has additional settings, expand the widget and configure the settings.

  8. Click Save.

The toggle in step 6a is an activation toggle. When on, the role has the permissions you selected; when off, the role has no access to those permissions.

Editing Ops Desk roles
Procedure. To edit a role:
  1. In the left panel, click |mi-settings|.

  2. Click Roles. The Roles widget appears.

  3. Filter the listing; for details, see Filtering a widget.

  4. Click the role you want to edit.

  5. In the Information widget, enter a name and description for the role. The name appears in various widgets throughout Ops Desk.

  6. From the Widgets list, select the widgets to which the role as access.

  7. Under Areas, do the following:

    1. Toggle on an area to which you want to give the role access. The area's widget expands.

      role-access-level.png
    2. Select the access levels for the area-role combination. Referring to the previous image, the role has read and write access to the Admin: Integrations area, but not delete access.

    3. Repeat steps a–b to configure permissions for other areas.

  8. Under Additional Access, select the services to which the role has access by doing the following:

    1. Click |mi-add_circle_outline|, and select the service.

    2. If the service has additional settings, expand the widget and configure the settings.

    3. To remove a service from the role, click |mi-cancel|.

  9. Click Save.

The toggle in step 7a is an activation toggle. When on, the role has the permissions you selected; when off, the role has no access to those permissions.

Viewing Ops Desk roles
Procedure. To view a role:
  1. In the left panel, click |mi-settings|.

  2. Click Roles. The Roles widget appears.

  3. Filter the listing; for details, see Filtering a widget.