Overview
Role-based access allows a business partner to control what visibility their engineers have.
By default all Business partner users, regardless of permission, have access to all their customers. In some cases it may be desirable to restrict this access.
- All users are automatically assigned to the role called Default.
Business partners can configure roles, with access only to specific customers, locations, or equipment.
- Restricted access can be configured by a business partner under Customer → Service Desk → Manage Roles and Access
Configuration
For administrators, Role-based access is available via the top menu: Service Desk -> Manage Roles and Access
By default all BP users are added to a Default Role. All users in this default role have access to all customers, their locations, and equipment. This role cannot be edited.
To configure which customers, locations, or equipment a user has access to, the user needs to be moved out of the default role and into a new role, created by the BP Administrator.
When a user is configured with restricted access to selected customers, equipment, or locations – that information is hidden from them in VSM. Restricted equipment or locations are not shown in any filters, or tables.
A users' “role” can be viewed under Manage Users, or under Manage Roles and Access.
Adding new Locations and Equipment
When creating roles, and all equipment or all locations are selected for the specified customers, any new locations and equipment will automatically be added to that role.
Where a role is defined that only grants access to a subset of equipment or locations, and a new location is added, then that new location will be excluded from the current role.
Adding new customers and users
By default, all customers and new users are added to the default role. However, this can be updated on the ‘create’ pop-up menu.
Deleting Roles
When deleting roles, any users associated in that role will be moved back into the default role unless specified otherwise by the administrator