Manage Roles

Concepts

Roles contain permissions that enable Service Manager Service Portal capabilities, and roles are associated with an organization's group. This association enables Service Manager Service Portal capabilities for the group's members.

The following default Service Manager Service Portal roles are provided:

• The Administrator role has the capability to manage organizations, roles, groups, and permissions across all organizations. The Administrator can also manage content packs for Service Exchange (SX), manage Service Manager Service Portal licensing, and view Service Manager Service Portal diagnostics.
• The Consumer role has basic access privileges within organizations. This role can be thought of as a typical end user with full membership within the organization and full access to the Service Manager Service Portal.
• The Organization Administrator role can be thought of as an organization's administrator or manager. A typical job role is someone who approves requests or processes orders within the Service Manager Service Portal, as a part of daily tasks for an organization. The Organization Administrator can manage catalogs, suppliers, approval policies, and aggregations. Additionally, the Organization Administrator can manage roles, groups, and permissions within an organization.

We recommend the following initial set of Service Manager Service Portal roles for each organization.

Provider Organizations

We recommend that provider organizations provide a single role: Administrator, assigned the permissions identified in the table below.

Permission
SUPER_IDM_ADMIN
CONTENT_ADMIN
DIAGNOSTICS_ADMIN
LICENSE_ADMIN
SUPPLIER_VIEWER

Consumer Organizations

Most organizations are consumer organizations. We recommend that consumer organizations provide two roles: Organization Administrator and Consumer, assigned the permissions identified in the table below.

Permission	Organization Administrator Role	Consumer Role
IDM_ADMIN	X
AGGREGATION_ADMIN	X
CATALOG_ADMIN	X
CONSUMER		X
ROLE_REST	X	X
SUPPORT		X
SUBSCSRIPTION_ADMIN	X
SUPPLIER_ADMIN	X

Tasks

The Service Manager Service Portal Administrator can perform these tasks in the Roles view:

• View Roles
• Add Role
• Edit Role
• Delete Role
• Remove Organization

View Roles

To view all of the roles within an organization:

1. Click the Identity application in the Launchpad.
2. In the Organization List view, click the organization that contains the roles you want to view.
3. In the Organization Details view, click Roles.

The Roles view is displayed and all of the roles associated within the organization are listed.

Add Role

To add a role to an organization:

1. In the Roles view, click Add Role.
2. In the Add Role dialog, type the Role Name and a Description, and then click Save to finish and save your new role.

The new role is added to the organization.

Edit Role

To edit a role in an organization:

1. In the Roles view, for the role you want to edit, click the edit icon.

2. In the Edit Role Settings dialog, make your changes in the Role Name and Description fields.

   Tip You can also add or delete associated permissions to the role in the Edit Role Settings dialog.

3. Click Save to finish and save changes to the role.

Delete Role

To delete a role from an organization:

1. In the Roles view, for the role you want to delete from an organization, click the delete icon.
2. Confirm deletion of the role from the organization.

The role is no longer in the organization.

Remove Organization

To remove an organization:

1. In the Roles view, click Remove.
2. Confirm deletion of the organization.

The Service Manager Service Portal organization is deleted.

 

Related Topics

• Manage Organizations – Create, revise, and delete organizations.
• Manage Languages – Add, set as default, and delete languages within a Consumer organization.
• Manage Groups – Create, revise, and delete groups within an organization.
• Manage Permissions – Associate groups and permissions to roles and remove groups and permissions from roles.
• Manage Impersonations – For request on behalf, create and delete impersonations.
• Service Manager Service Portal Automation License – Manage Service Manager Service Portal licensing.