Roles

Description

AERemote Control

Role to perform Remote Control on workstations located remotely. This role should be combined with a role providing complete access to the assets module.

AnnouncementConfig

Role given to technicians to view, add, edit, and delete announcements.

Enable CMDB

Role to access the CMDB module. If a technician is provided with this role alone, then he would be able to view the Assets and the CMDB module. Apart from viewing the relationship map in the CMDB module, he would be able to Import CIs from a CSV file.

If the technician is provided add, edit and delete permissions over the Assets module, then the same operations can be performed in the CMDB module for the CIs. To add attributes and relationships, the technician should be provided with add and edit permission over the assets module.

Technician, without SDAdmin role, would not be able to set up the Configuration Item Types and Relationship Types in the Admin module.

HelpdeskConfig

Role to make changes related to helpdesk configuration. A user with this role will have access to the Home tab and Admin tab to make request related configuration. They can also perform actions under the Approvals and Tasks tab and view Announcements.

Note: "My Summary" tab will be restricted to this user.

SDAdmin

The role given to the administrator. The administrator has access to all the modules in the application. The administrator alone has the privilege to access the Admin module which is the key to operate the application.  

SDChangeManager

Role to access the entire Change module and perform operations such as adding change, editing, deleting and assigning change to technicians. The SDChange Manager alone has the privilege to approve/reject a change.

The Dashboard display widgets related to Change module such as Change by Type, Approved Changes and Unapproved Changes. Technicians with this role can also view only their schedule in Schedule calendar.   

SDCo-ordinator

Role to access the entire Request module and perform actions such as creating incident/service requests, editing, deleting and performing all the actions over the requests.

The Dashboard display widgets related to Requests module such as Requests by Technicians, Open Requests by Priority, SLA Violation by Priority, Unassigned and Open Requests, SLA Violated requests and Requests Approaching SLA Violation. Technicians with this role can also view the Technician Availability Chart.

SDGuest

Role to access the application from the self-service portal. Technicians/Requesters with this role can only add requests and view solutions.  

SDReport

This role, by default, provides permission to create and schedule survey reports alone. This role when combined with another role, allows the technician to access reports based on the modules enabled in the other role.   

ReportConfigAdmin

This role grants technicians full access to the Reports module. Technicians assigned with this role can,

• View the list of all reports.

• Edit reports from accessible modules.

• Delete all reports.

• Configure admin settings for reports.

SDSiteAdmin

If Sites are configured in the application, the SDSite Admin role provides complete access to his/her associated sites. The Site Administrator can configure all the Admin configurations pertaining to his/her site alone.