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Manage roles

Using roles simplifies managing user permissions. 

Default roles

Each role defines a set of permissions for the user with that role. APEX AIOps Incident Management has three default user roles:

  1. Owner

    The Owner has full permissions in the namespace. The primary Owner role is to manage billing and license transactions with APEX AIOps.

    Each namespace must have at least one Owner. Owners can switch users between Owner and Administrator as needed.

  2. Administrator

    Administrators have full permissions in the namespace, except for billing and licensing. The primary Administrator role is to configure integrations, workflows, correlations, and other settings.

  3. Operator

    Operators can view all data and update the status of individual incidents, alerts, and metrics. Operators also have read-only access to all settings. The primary Operator role is to analyze and resolve incidents.

For detailed information on the permissions for default roles, see Default roles permissions reference.

Custom roles

The Custom Roles feature makes it possible to create new roles beyond the default set. Use Custom Roles to create new roles with only the necessary permissions. You can create a set of roles that map closely to the job functions at your organization, and give users the roles that match up with their responsibilities.

For detailed information on custom role permissions, see Custom roles permissions reference.

Add a custom role

  1. Navigate to Settings > Custom Roles.

  2. Click Add Custom Role.

  3. Add a name and description for the role.

  4. In the Select the permissions for this role section, choose the permissions to define the actions users with this custom role can perform.

    Refer to the Custom roles permissions reference for permission details.

  5. Click Save.

Assign a role to a user

  1. Navigation to Settings > User Management.

  2. Click a user in the list.

  3. Click under Role to open the list of available roles.

  4. Select the role from the list, and then click Save.

Delete a role

  1. Navigate to Settings > Custom Roles.

  2. Click the box to the left of the role.

  3. Click the trashcan icon to the far right of the role.

NOTES

  • If the In Use column for a role displays Yes on the Custom Roles page, then a user is currently assigned that role. Roles that are in use cannot be deleted.

  • The three default roles (Owner, Administrator, Operator) cannot be deleted.

  • To delete a role that is currently in use, first remove the role assignment from all users, then delete the role.

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