Roles Tab
In Roles, you can view and create both System Roles, which are provided directly by OpsNow, and Custom Roles, which can be created by users with Owner permissions.
Currently, role permissions are limited to the Settings menu. However, OpsNow is actively working on expanding role-based access controls to include menu permissions and more granular controls in the near future. Stay tuned!
Features available in the Roles menu:
Add Role: Allows you to create a new Custom Role.
Delete Role: Allows you to delete an existing Custom Role.
After clicking Add Role, you will be directed to the Add Role configuration page. Here, you can create a custom role by defining its basic information and selecting detailed permissions.
1. Basic Info Configuration
In this section, enter the key information required to create the role:
Name: Enter the name of the new role.
Organization: Select the organization where this role will be applied.
Description: Provide a description that explains the purpose or scope of the role.
2. Menu Permissions
This section allows you to define what the role can view or edit across OpsNow menus. Each menu item includes two permission types:
View: Grants read-only access.
Edit: Grants full access, including management or configuration rights.
3. Settings
Some system-essential menus may not appear in the permission list. Additional configuration options are available.
4. Save the Role
Once all information and permissions are configured:
Click Save to create the role.
Click Cancel if you do not wish to proceed.
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