Role

To get an overview of the actions authorized to a role:
New Menu Old Menu

In the Platform module, from the left pane, under IDENTITY, select Role.

The Role page is displayed, with all the roles listed with their Name, Description, and Status.

From the main menu, select Account > Role.

The Role page is displayed, with all the roles listed with their Name, Description, and Status.
Note: For more information on how to switch between menus, click here.
  1. On the Role page, select any role from the list of roles, for example admin.
  2. To see the list of permissions that can be defined for this role, under the Authorized Functions tab, expand Automation > Service Requests.
    Note: If you are using the old menu, under the Authorized Functions tab, expand Request > Workflow.
    The following table describes the various Actions that can be authorized or restricted for a user within workflows:
    Action Description
    Abort Provision to allow or restrict a user to abort a workflow request instantaneously.
    Clone Provision to allow or restrict a user to clone a workflow request with a different name.
    Pause / Resume Provision to allow or restrict a user to pause or resume a workflow request.
    Rollback Provision to allow or restrict a user to trigger an alternative rollback workflow that you have added or imported for a workflow.
    Schedule Provision to allow or restrict a user to schedule a specific time to initiate a workflow request.
    Trigger Provision to allow or restrict a user to trigger or submit a workflow request
    View all requests Provision to allow or restrict a user to view submitted workflow requests of all users.
    View my requests Provision to allow or restrict a user to view workflow requests initiated by the user.
    View usergroup requests Provision to allow or restrict a user to view workflow requests initiated by the usergroup.
    The following table describes the various actions that can be authorized or restricted for a user under User Preference:
    Action Description
    Show Overview Provision to show or hide the Overview menu for a user.
    Show Custom reports Provision to show or hide Custom reports menu for a user.
    Show My workflow Provision to show or hide My workflow menu for a user.
    Show Scheduled jobs Provision to show or hide Scheduled jobs menu for a user.
    Show All requests Provision to show or hide All requests menu for a user.
    Show Open requests Provision to show or hide Open requests menu for a user.
    Show Success requests Provision to show or hide Success requests menu for a user.
    Show Failed requests Provision to show or hide Failed requests menu for a user.
    Show Assigned requests Provision to show or hide Assigned requests menu for a user.
    Show Audits Provision to show or hide Audit menu for a user.
    Show Archival requests Provision to show or hide Archival requests menu for a user.
    Show Restore requests Provision to show or hide Restore requests menu for a user.
    Show Preference Provision to show or hide Preference menu for a user.
    Show Request logs Provision to show or hide Request logs for a user.
    Show Manage catalog Provision to show or hide the Manage catalog window for a user.
    Show Request stage Provision to show or hide the service request stage view for a user.
  3. Select/Deselect the checkbox to allow/restrict that action for the selected user.
  4. To see the permissions that can be defined for the user in the Workflow Studio, expand Automation > Workflow.
    Note: If you are using the old menu, under the Authorized Functions tab, expand Request > Workflow.
    The following table describes the various actions that can be authorised or restricted for a user in the Workflow Studio module:
    Action Description
    Design Provision to allow or restrict a user to design a workflow. The following permissions are available under Design:
    • Create/Modify: Create a new workflow or modify an existing workflow
    • Delete: Delete existing workflow(s).
    • Clone: Clone existing workflow(s).
    • Export: Export workflows (that are in disabled state) to other environments.
    • Shared folder: Share folder(s) containing logically grouped workflows.
    View Provision to allow or restrict a user to view detailed information about a workflow.
    Import Provision to allow or restrict a user to import workflows from other environments.
    Delete Helperscript Provision to allow or restrict a user to delete helper script(s).
    Settings Provision to allow or restrict a user to update workflow settings.
    Collection Provision to allow or restrict a user to access Collection.
    Provision Provision to allow or restrict a user to manage provisioning settings.
    Rules Provision to allow or restrict a user to define action-based rules to trigger workflows for ADC objects and dynamically tag resources.
  5. Select/Deselect the checkbox to allow/restrict that action for the selected user.
  6. Once the required permissions have been assigned, click Save.