Roles

Updated on 10 Jul 2024
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Overview

The section discusses various default system and Application Designer capabilities such as creating Roles, assigning Role Types and mapping Role templates in User Roles under Design Studio.

The illustration showcases the capabilities of default system and Application Designer / Administrator under the Design Studio layer.

Default Roles

The Designer, Administrator, End User, Approver and Analyst Roles are created by default. The respective Role templates are created and linked to corresponding Roles.

Refer to the illustrations below for more details about the default Application capabilities.

User Persona: Administrator or Application Designer

Custom Role Creation

ITSM or ITAM Application Designer or Administrator can create Roles, Role templates, users and assign Roles to the users such as Operator, Data Entry as End User.

Refer to the table below for more details about the custom Role creation capabilities.

SL No	Description
1	Default Role Types are created by system.
2	Application Designer create additional Roles. Example: Operator, Data Entry.
3	Application Designer maps Roles to the Role Type.
4	Application Designer creates additional Role Templates. Example: Operator role templates, Data Entry role templates.
5	Application Designer create users and assign Roles.

User persona: Application Designer

Let's explore the following Use Case for configuring Roles!

Use Case User persona:Application Designer	Solution
John, the Application Designer is tasked with creating Roles for an application designed to manage and store sensitive data. Roles to be created are Administrator, Data Entry Operator, and End User.	John can implement Role-Based Access Control (RBAC) to ensure secure and controlled data management within the application. This enables users to perform their respective tasks efficiently while maintaining data integrity and security.

Add Role Types under the Application layer

This section contains the details of the system capabilities under the Design Studio.

Note

Under the Application layer, five Role types: User, Fulfiller, Approver, Designer and Administrator are available by default.

Roles to Role type mapping should be defined as shown in the table.

Table: Mapping

Sl. no	Role	Role Type
1	Designer	Designer
2	Administrator	Administrator
3	End User	End User
4	Approver	Approver
5	Analyst	Fulfiller

Note

Designer, Administrator, End User, Approver, and Analyst role templates are available by default.

Refer to the table for more details.

Table: Role Template Mapping

SL No	Role	Role Type	Role Template
1	Designer	Designer	Designer Role Template
2	Administrator	Administrator	Administrator Role Template
3	End User	End User	End User Role Template
4	Approver	Approver	Approver Role Template
5	Analyst	Fulfiller	Analyst Role Template

Note

You can view roles mapped to the respective role templates at the Application level.

Configure Roles at Application level

Application Designer create custom New Roles, Role Templates, and Users, and Map users to Roles.

To configure Roles, perform the following steps:

Select Application Designer by clicking on the gear icon on the top menu bar on the Design Studio screen.
Navigate to Access Control Center > User Roles> Add User.
Click the Roles option to load the Roles page. The Application Designer is prompted to select Domain and Sub Domain.
Figure: Domain and Sub-Domain
Create a new Role by clicking Add Role. Application Designer can view the properties as shown in the screenshot. Figure: Roles
Select the Domain under which you want to create the Role. If the Application Designer is a Global Sub Domain user, and then all the domains under the platform will be displayed. If the user is a local Sub Domain: then all the Sub Domains, in which the user with role creation rights gets displayed. Here SymphonyAI and SymphonyAI Summit are selected as Domain and Sub Domain field.
Enter the appropriate name in the Role Name field. Here Role Name is specified as Approver.
Describe the Role in the description text area. The screen shot shows the Description for the Approver.
Select the Role Type from the drop-down list. Here Approver is selected as Role Type.Figure: Roles with Role Name
Upload an Icon to a Role using the Upload Icon tab. Define the order in which the Role should be displayed on the list page through the Sort Order field and keep the Role as Active. Click Save to save the details.

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What's Next

Manage Role(s)

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