Role Management

In iAutomate, the following table lists the built-in roles supported by a user account.

Table 1. Role Types
Role Description
Super Administrator
  • All privileges for the administrative features in iAutomate
  • Add, remove, and set access rights and privileges of other administrator roles
  • Full operational and management control over all accounts
Organization Admin
  • All privileges for the administrative features in iAutomate at an organizational level
  • Add, remove, and set access rights and privileges of other users, roles, and domains in their organization
Operations Users
  • Access and view all resources in an iAutomate account but cannot make any changes.
  • Operational control over tickets, ticket logs, and the dashboard.
Operations Admin
  • Access tickets and runbooks for analysis, can view all analysis
SME Users
  • Access ticket and runbook for analysis
Knowledge Users
  • Operational and management control over Knowledge Analysis and Search Module
SAAS_Analysis User Role
  • Access the SAAS portal of iAutomate
SAAS_SME User Role
  • Access the SAAS portal of iAutomate along with Feedback menu
Netbot Admin
  • All privileges for the administrative features in iAutomate at an organizational level related to Netbot functionality
  • Add, remove, and set access rights and privileges of other users
Netbot Approver
  • Approval controls for Patching inventory, logs, the dashboard
Netbot User
  • Operational control over Netbot patching, logs, the dashboard
Runbook Approver
  • This role approves or rejects runbooks generated from GENAI.
Runbook Generator
  • This role generates the playbook via GenAI studio for a ticket.
Runbook Tester
  • This role tests the runbook generated by GenAI studio.

A Super Administrator can manage roles in the iAutomate environment by performing the following steps.

  1. On the main menu bar, click RBAC.
  2. Click Role Management. The Role Management page appears.
    Figure 1. Role Management
  3. It lists the available users in a tabular view and enables users to create a new role and edit or delete the existing role.
  4. The Status column displays the active or inactive status of the roles as Y or N. The System Role column denotes the default role that cannot be deleted from the environment as Y and editable roles that can be deleted as N.

Add New Role

As a super admin, user can add a new role into the iAutomate environment by using the following steps.

  1. On the Role Management page, click New Role.
    Figure 2. Add New Role
  2. Enter the Role Name and assign menus that need to be visible to that role and then click Save. The newly added role will be visible in the grid.
    Figure 3. Add New Role (cont.)
    A screenshot of a computer Description automatically generated

This adds the new role and lists it at the bottom of the Role Name column.

Edit Role

Users can open and review the available information in existing roles and change the details by using the following steps.

  1. On the Role Management screen, click next to the role user wants to edit.
    Figure 4. Edit Role
  2. Edit the Role Name as required and click Update.
    Figure 5. Edit Role (cont.)
  3. A dialog box appears with the confirmation of the updates.
    Figure 6. Edit Role (cont.)

Delete Role

If user no longer requires a role, it can be deleted from iAutomate environment. To delete a role, perform the following steps:

  1. On the Role Management screen, click next to the role user wants to delete.
    Figure 7. Delete Role
  2. Click OK to confirm deletion.
    Figure 8. Delete Role (Cont.)
  3. A confirmation dialog box appears.
    Figure 9. Delete Role (Cont.)