Creating a new role

Create a custom role to define specific permissions and access tailored to your organizational needs. Assign a name, configure dynamic filters for device assignments, and specify access levels. Save the role to manage users, devices, and applications efficiently.

Before you begin

You must be an Administrator to create a new role.

About this task

Procedure

  1. To navigate to Role Manager, from the User Manager page, click Roles.
    Role Manager
  2. Create a Role
    1. Click Create role to add a new role. The Create Role widget appears.
      Create a custom role
    2. Devices: Administrators can manage device assignments for roles by setting conditions or selecting devices directly:
      • Dynamic filter: To dynamically filter and assign devices to a role's scope:
        1. Select an attribute to filter devices (e.g., OS Family).
        2. Specify the desired value for the attribute (e.g., Windows).
        3. Click Add to add the condition to the filter.
          • Example: The condition "OS Family Equals Windows" assigns all Windows devices to the role.
          • Click + Add Condition to define more conditions and refine the scope further, ensuring only the intended devices are included.
          • If you want to delete a condition that you have defined, click the Delete icon next to the condition.
          • If you want to delete all the conditions that you have defined, click Clear.
          • The system automatically displays the total number of devices matching your conditions.
      • # Device tag: Manually choose specific devices by their unique IDs for targeted assignments.
      • All Devices: Include all available devices in the scope of the role for broader access.
    3. Once the scope is set, click Next to proceed.
    4. Applications: Select applications this role should have access to.
      • The list includes all available apps.
      • Hover over each app for a short description.
      • Some apps (My Dashboard, Reports , Deployment Manager , Device Explorer , Fixlet Explorer) are pre-selected and cannot be unselected.
    5. On the next step, enter a name for the role.
      Note:
      Provide a unique name for the role. You cannot edit the role name once it is created.
    6. Verify the number of devices and the number of applications to access. Click Create. The role is successfully created. Click OK to exit the widget.

Results

The new role appears on the Role Manager page. Click the role to view its details, including:
  • Overview: Displays key information about the role.
  • Application Access: Lists the applications the role can access.
  • Associated Devices: Shows details of the devices assigned to the role.
  • Configurations: Displays all the conditions that are defined to filter and associate to the role.