Adding/Editing Custom Roles

This section is common to all the editions of IT360 - Professional edition, Enterprise Edition [both Central and Probe], MSP Edition [applicable to Central Server only].

You can define a set of roles, based on the Admin tasks, assigned to Team members.

Adding Custom Roles:

1. Go to 'Admin -> Role Management'.

2. Click 'Add Role' button. The below window pops up;




3. Add the role by providing the following details:

   1. Role Name: A name for the role, e.g. Support Rep.

   2. Role Description: A brief explanation on the role created.

   3. Accounts in Application: Select the Modules/Applications, in which the user has an account;

      • 'Servers and Applications' module selected by default.

      • If you want to include ServiceDesk module, check the 'ServiceDesk' checkbox and click on 'Next'. This displays the various ServiceDesk Roles, to which the Role that you create requires access to. For instance, the user can have an POApprover, Technicians roles to the HelpDesk module. Select the appropriate check boxes.

4. Click on 'Next'.

5. Select a Role for the 'Servers & Applications' module.

6. Click on 'Add'. The new Role is successfully added and the following confirmation message is displayed.

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Editing Custom Roles:

To edit a role, follow these steps:

1. Go to 'Admin -> Role Management'.

2. Click the icon corresponding to the Role, which you want to edit. The 'Edit Role' window pops up.

3. Make the required changes.

4. Click 'Update' to save the changes.