Roles

7 min

What roles are predefined in ITCC? Predefined roles

How do I add a new or edit an existing role? Adding or editing a role

How do I add a user to a role? Adding a user to a role

How do I disable a role? Disabling a role

Roles overview

The ITCC system includes the Roles capability, which enables you to manage authorizations and roles in your organization.

Roles in the system encapsulate specific permissions and are linked to a list of users. Role assignments govern what actions users are authorized to perform. Administrators can add or remove users from roles as needed.

For example, the Admin role can include the system administrators who have full access to all system settings and user management features. The Change role can include those users who have access to the Change Management capability.

The following example demonstrates the roles set up in an organization:

Predefined roles

The ITCC system comes with the following predefined roles:

Role	Function
Admin	Able to configure the system, access the Admin dashboard
Assets	Access to the Asset Management module as a viewer
Assets Admin	Access to the Asset Management module as an editor
Knowledge Contributor	Access to the Knowledge Management module as an edit
Change	Access to the Change Management module
Problem	Access to the Problem Management module
Planning	Access to the Project Managment module
Reports	Access to the Analytics module
Accounts Admin	Access to the Accounts & Contracts menu

Setting up roles

You can set up roles at any time.

To set up roles:

On the left side menu, select Administration.

In the search bar under Search for Admin Configuration Options, type Roles and select the Roles option that appears.

From the Roles page that opens, you can:

Add or edit a role

Disable a role

Adding or editing a role

You can add a new role or edit an existing role at any time.

To add or edit a role:

On the Roles page:

To add a new role: select Add; a new row is added

To edit a role: search for or scroll down to the role you want to edit

Enter or edit the following role settings:

Field	Description
Role	Enter a meaningful name for the role
Description	Enter a description of the role
Active	Select to activate the role

If adding a new Role, select Save.

Click on the entry in the # of Users column (a number or (null)) to add or edit users who have this role.

In the Roles Assigned to Users dialog that opens, use the spreadsheet to add or edit users. For temporary role assignments, enter the Effective End Date.