user management and role management in it360

Role / User Management in IT360 Enterprise Edition and Professional Edition

K.Lakshmi Shankar

ZOHO Corporation Confidential

What you learn from this presentation?

After going through this presentation, you will know:1.What is Role Management2.Default Roles supported in IT3603.What is User Management4.Default Users supported in IT3605.The relationship between User Management and Role Management – the Role vs User matrix6.The Role vs IT360 Module matrix7.How to create a New User from the default available Roles8.How to create a New Role itself and associate the same to a User

Note 1: This presentation is designed to help you understand User and Role Management as defined in IT360 and hence does not cover the detailed steps on creating a custom User or a custom Role. However, relevant links to our online documents are provided for the same. On a similar note AD User import , etc., are not covered here.Note 2: The screenshots in this presentation are for representation only. The content / fields would be slightly different depending on the edition you use – Professional Edition or Enterprise Edition Central Server or Enterprise Edition Probe.


Definitions

• Role Management is an authorization mechanism that defines which Users access which modules of IT360

• User Management is an authentication mechanism that controls the access to IT360 application to individuals of the IT Department / Organization


Introduction to Role Management

• There are 11 Roles defined in IT360 • Some Roles provide full administrative

capabilities; some provide Read-Only capabilities while some provide intermediate access

• You can define your own New Role also• Users acquire access rights through their Roles• A User has to be associated to a defined Role• You can associate a Role to many Users [one to

many]


11 Predefined Roles in IT360


Introduction to User Management

•Users are an integral part of IT360•Users acquire access rights through their Roles•A User has to be associated to a defined Role•Some of them need a full Administrator access while a few need only a Read Only access•Some of them will require an intermediate access - an administrator access to a certain limited modules of IT360 and a Read Only access to the rest of the modules•There are 8 User supported in IT360 by default•You can define your own New User•You can associate many Users to a Role [many to one]


8 Predefined User in IT360


The “Role – User” matrix in IT360Role User

Administrator Role admin

Guest Role guest

Network Administrator nwadmin

Network Operator nwoperator

System and Applications Administrator sysadmin

System Operator sysoperator

IT Administrator itadmin

Operator Role operatoruser

HelpDesk Technician --

HelpDesk Requestor --

HelpDesk Non Login Technician --


“Role - Module Access” matrixRole: Administrator Role User: admin

IT360 module Read Write Access Read Only Access

Networks Yes NA

Servers & Applications

Yes NA

Traffic Yes NA

ServiceDesk Yes NA

Role: Guest Role User: guest


Networks No Yes


No Yes

Traffic No Yes

ServiceDesk Yes [“Requester” access]

NA


“Role - Module Access” matrix– contd.Role: Network Administrator User: nwadmin


Networks Yes NA

Servers & Applications No No

Traffic Yes NA

ServiceDesk Yes [“Technician” access]

NA

Role: Network Operator User: nwoperator


Networks No Yes

Servers & Applications No No

Traffic No Yes [assigned Groups only]


NA


“Role - Module Access” matrix– contd.Role: System Administrator User: sysadmin


Networks No No


Yes NA

Traffic No No


NA

Role: System Operator User: sysoperator


Networks No Yes


No Yes [assigned Groups]

Traffic No No


NA


“Role - Module Access” matrix– contd.Role: IT Administrator User: itadmin

IT360 module Read Write Access Read Only AccessNetworks Yes NA

Servers & Applications Yes NA

Traffic Yes NA

ServiceDesk Yes [“Technician + Reporter +

POApprover + Change Manager” access]

NA

Role: Operator User User: operator userIT360 module Read Write Access Read Only Access

Networks No Yes

Servers & Applications No Yes [assigned Groups]

Traffic No Yes [assigned Groups]

ServiceDesk Yes [“Requester” access]

NA


“Access Rights – User” matrix


A question


Creating a New Role

•Go to Admin – General – Role Management – click on Add Role•Fill in the details requested in order. Select the appropriate radio button – the “Yes” Radio button if you want Read-Write access to the General modules of IT360 like Configuring Mail Server setting, Proxy server settings, SMS Server settings, etc.•Next, you see check boxes – one each for every module•The Servers & Applications module will have to be checked mandatorily with a “Client” Role at the least – this module is the base module•Next, select / check the other appropriate modules


Creating a New Role - screenshot


Creating a New Role – contd.

•Click Next and choose the access privileges for each of the selected / checked modules…•Click save•Done! You have created a new Role with a chosen set of access privileges. You can now create a New User and associate this Role to the New User!


One more question


Creating a New User

•Go to Admin tab – General – click on User Management – Add User button•A pop up window opens up as shown in the next slide…•Fill in the fields in order and Save!!•Done!


Creating a New User - screenshot


Recollecting…

Remember!

•User Management is dependent on the underlying Role Management

•You can define your own Users and Roles and associate them!!


Have you understood?

I hope you would have understood User Management, Role Management and the relationship between them as defined in IT360 Enterprise Edition and Professional Edition

Also, you now know the default User types and Roles as supported in IT360

Creating custom User types and Roles


References

For more details, you may refer to our online help documentation

http://www.manageengine.com/it360/help/meitms/getting-started/manage_users_roles.html

http://www.manageengine.com/it360/help/meitms/manage-users-roles/add_roles.html

http://www.manageengine.com/it360/help/meitms/manage-users-roles/add_users.html


Contact Us

Write to us for any help:

[email protected]

Thank You

user management and role management in it360

Technology

administrator role user

role user matrix

operator user user

guest role user

changemanager access

role vs user matrix

custom role

custom user