How to create a custom role in User Management

Version 10

    Verified Product Versions

    Endpoint Manager 2016.xEndpoint Manager 2017.x

    Description:

     

         This document addresses how to create a custom role with custom permissions in User Management. That custom role can then be applied to users and/or groups.

     

         Creating and assigning roles gives the user the ability customize effective rights and permissions beyond the default roles.

     

    Process:

                   1.   Login to Ivanti Management console and navigate to Tools > Administration > User management

                        chrome_2017-06-01_20-40-07.png

                   2.   Click the green plus button > select "New role..."

                             RemoteDesktopManagerFree_2017-07-14_16-51-25.png

                    3.   When the new role is first created it will open directly to Permissions where you can:

                          a. Choose a name for the new role(1)

                          b. Select permissions by clicking the red 'X' to change it into a green check(2)

                          c. Enable or disable all permissions(3)

    Checking the Administrator permission will automatically grant all other permissions.

                             RemoteDesktopManagerFree_2017-07-14_17-17-16.png

    For an explanation of some of the Role Based Administration (RBA) rights, refer to this document: https://community.ivanti.com/docs/DOC-32058

                   4.   You can then click Users and Groups to:

                         a. Select an existing user or group to assign the new role(1)

                         b. Add a user to assign the new role(2)

                         c. Click OK to finish

                        RemoteDesktopManagerFree_2017-07-14_17-38-38.png

                   5.   Now that the role is created you can:

                         a. Navigate to Roles and view the permissions for the new role you have created(1)

                         b. Edit the Properties of the rule(2)

                        RemoteDesktopManagerFree_2017-07-14_17-54-02.png

                   6. Once in Properties, one can edit permissions or the Role can be assigned to a specific User or Group.

                       RemoteDesktopManagerFree_2017-09-15_12-09-43.png

    If a role is assigned to a Group, Users created under that group will inherit that role.

    Supplemental Information: