Managing Roles

Introduction

The Roles Management feature in the Workforce Experience Platform (WXP) allows you (IT administrators) to add, update, duplicate, and delete custom roles. This helps maintain a secure and efficient IT environment by ensuring users have access only to the areas of the platform relevant to their responsibilities.

This article provides a step-by-step guide to:

• Add a custom role
• Duplicate a custom role
• Edit a custom role
• Delete a custom role

Adding a Custom Role

To add a new custom role:

1. Log in to WXP. The Home page is displayed.
2. From the left menu of the platform, click Accounts > Roles & Permissions. The existing roles are displayed, along with the option to Add a new role.
3. Click Add. The page refereshes to show a Create Custom Role workflow.
4. In Step 1 of 2, enter the Custom Role Name (mandatory) and a Short Description (optional) for the new role.
   • Select one or more permissions, such as
     • Developer
     • Printer Admin
     • Lost Device Admin
     • Report Admin
     • IT Admin
     • Pulse Admin
     • Connector Admin
   • (Optional) Additional customization of permissions:
     • For each category, view the number of enabled tasks. For example, if Connector Admin permission is selected, you will see 30 of 37 tasks enabled for Accounts, 12 of 13 tasks enabled for Alerts & Notifications, and so forth.
     • Scroll down to expand and review categories, such as Accounts, Alerts & Notifications, Analytics, Devices, Groups, Help & Support, Integrations, Remediations, Settings, and more.
     • Enable or disable specific tasks within each category. The count of selected permissions updates automatically.
   • Click Save and Continue.
5. In the Step 2 of 2, Assign Users.
   • Search for an existing user by User Name and/or Email.
6. Click Finish.

The newly added role is displayed in the Roles & Permissions tab.

Duplicating a Custom Role

To duplicate an existing role:

1. From the left menu of WXP, click Accounts > Roles & Permissions. The existing roles are displayed.
2. Hover over a custom role you want to duplicate. On the far right a three-dots menu icon is displayed.
3. Click Duplicate. The Create Custom Role page is displayed with pre-filled data that can be edited.
4. Edit the role Name and Permissions as required.
5. Optionally, customize the enabled tasks in each category listed below the Permissions.
6. Click Save and Continue.
7. Add or remove users assigned to the role.
8. Review the changes and click Finish.

The duplicated role is displayed in the Roles & Permissions tab under the new name given during duplication.

Note: Both predefined and custom roles can be duplicated.

Updating a Custom Role

To update a custom role:

1. From the left menu of WXP, click Accounts > Roles & Permissions. The existing roles are displayed.
2. Click on the role you want to edit. The page refreshes to show Edit Custom Role page. The name appears non-editable.
3. Edit the permissions and optionally customize the allowed task for each category.
4. Click Save and Continue.
5. Add or remove users assigned to the role.
6. Click Finish.

The updated role is displayed in the Role & Permissions tab.

Note: Only custom roles can be updated.

Deleting a Custom Role

To delete a custom role:

1. From the left menu of WXP, click Accounts > Roles & Permissions. The existing roles are displayed.
2. Hover over the custom role you want to delete. On the far right a three-dot icon is displayed, click Delete. A confirmation message is displayed: "Are you sure you want to delete this role?"
3. Click Delete to confirm. A popup is displayed with a success or failure message.

The custom role is permanently deleted.

Contact Us

For any assistance, create a support case or email [email protected].