In SimpleOne, roles can be divided into three abstract layers based on their daily duties and authority. Role layers are sorted in ascending order:

  1. End-users
  2. Agents
  3. Administrators

Depending on your business tasks and demands, use standard system roles or create a new one. To configure role permissions and responsibilities, create an ACL Rule for it.

A user can get a role in many ways. See the Role Inheritance article to learn more.

End-users 

End-users have no specific role in the system. They can raise tickets via the Self-Service Portal, track them, add comments, read published articles and external Known Error records. However, the end-users cannot use the agent interface and perform any actions. The actions require specific roles.

Users without a role, such as end-users, have no access to any interfaces except the Self-Service Portal. If such a user tries to follow the link that leads to the agent interface, they will be redirected, for example, to the Service Portal main page.

A user granted with the user role can log in to the agent interface, but they cannot work on tasks. This operation is available to employees with ITSM, admin, or special administrative roles.

See the Users article to learn how to grant roles.

Agents


Agents are the employees handling daily tasks in the system, for example, processing incidents, change requests, or configuring CMDB. One or more roles should be assigned to the agent to perform these duties based on the tasks and responsibilities.

In SimpleOne, the following ITSM roles are provided:

RoleDescription

ITSM_agent

ITSM agents can manage incidents, change requests, problems, requests, and related tasks assigned to them or their group. ITSM agents can create change requests and read published articles related in the Knowledge Base. Users with this role can export lists in Excel format.

change_manager

Change managers can create, read, and update any record in the Change Request and Change Task tables. 

Change managers can update the approval records when these conditions are met:

  • If an item to be approved is a change request OR if the approver is the change manager.
  • If the approval state is Requested.

This role contains the ITSM_agent role.

problem_manager

Problem managers can create, read, and update any record in the Problem and Problem Task tables in any state except Closed.

This role contains the ITSM_agent role.

incident_manager

Incident managers can create, read, and update any record in the Incident and Incident Task tables in any state except Closed.

This role contains the ITSM_agent role.

request_manager

Request managers can create, read, and update any record in the Service Request and Request Task tables in any state except Closed.

Users with this role can update the approval records when these conditions are met:

  • If an item to be approved is a request OR if the user is the approver.
  • If the approval state is Requested.

This role contains the ITSM_agent role.

catalog_manager

Catalog managers can create, edit and delete records of the Request Model Catalog they are responsible for.

cmdb_agent

CMDB agents can read CI records and update them if they are owners of CIs or members of responsible groups.

The role contains the cmdb_read role.

cmdb_manager

CMDB managers can create, update, and delete CI records.

The role contains the cmdb_read role.

cmdb_readCMDB readers can only read CMDB records of classes, attributes, models and CIs.
kanban_managerKanban managers can create, update and delete kanban boards.
itsm_event_readerITSM event readers can read records of the Monitoring and Event Management module.
itsm_event_manager

ITSM event managers can create, update and delete records of the monitoring rules, event rules and actions for event rules.

The role contains the itsm_event_reader and ITSM_agent roles.

model_manager

Model managers can create, update, and delete CI model records. They can also choose classes when creating new CI models.

The role contains the cmdb_read role.

monitoring_message_creator

Message creators can create records in the Monitoring Source Target Message table. The monitoring system will authorize under a user with this role.

service_catalog_manager

Service catalog managers can update the article records related to services.

service_level_manager

Service level managers can update SLM-related records.

service_owner

Service owners can change the state of any article related to the service they own.

Note that the service_owner role is temporarily deactivated – our team is working on its logic improvement to make it more efficient and secure. We will inform you about changes in the next releases.

crm_certificate_manager

The certificate manager is able to add and edit certications and certificates and view the majority of CRM application pages.

crm_marketeer

The marketing manager is able to add and edit the marketing campaigns, view the majority of records in the CRM application tables and add records to the marketing lists.

crm_sales

The sales manager is able to add and process the leads and opportunities and view the majority of CRM application pages.

crm_manager

The CRM application manager is able to add and process the leads and opportunities, reassign them and manage the majority of CRM application records.

crm_pam

The account manager responsible for a partner company. The user with this role can read the opportunities of their selling direction and edit the opportunities with the Partner the current user is Responsible for. 

crm_presale

The pre-sale manager. The permissions of this role are identical to crm_pam.

pda_user

The user of the SDLC application has limited access to the application sections and recordsthat allows basic work operations. The project member, product owner and product module owner with that role has extended acces to the application records. 

Administrators 

There are two groups of administrative roles:

  • Administrative roles.
  • Special administrative roles.

Administrative roles

Specialists with administrative roles have access to all system features and data and pass all security checks.

SimpleOne offers two administrative roles:

RoleDescription

admin

The system administrator role.

Admin users have extended privileges and can use nearly all system functions (except assigning User Roles, working with Access Control List (ACL), and User Criteria).

Admin users have access to all data unavailable to regular users.

security_admin

Security administrators can modify the ACL and access secured objects and operations. A session in the security_admin role lasts 1 hour. After that, you need to elevate the role once again.

When debugging scripts exception appears, or any other system error occurs, users with the admin role can only see the error message. 

Special administrative roles

Special administrative roles are assigned with specific administrative rights without the full privileges of the administrative role. For example, a notification admin can create notification rules but not assignment rules.

In SimpleOne, the following special administrative roles exist:

RoleDescription

announcement_manager

Announcement managers can create, update, delete, and publish Announcements.

approval_admin

Approval administrators can update approval records.

catalog_admin

Catalog admins can create, edit and delete records of the Request Model Catalog module.

cmdb_adminCMDB administrators can create, update and delete CI records, classes, models, and their attributes.
delegation_adminDelegation administrators can create, update, and delete delegation records. They can update the only available fields on the delegation rule form.

import_admin

Import admins can manage all aspects of imports.

impersonator

Impersonators can interact with the system on behalf of other users.

The role does not allow users to impersonate admin users. Only admins can impersonate admins.

knowledge_admin

Knowledge admins can create and update records related to the Knowledge Base.

Users cannot update article records in the Published state – only reading is available.

This role contains the knowledge_agent role.

knowledge_agent

Knowledge agents can update records related to the Knowledge Base in the following cases: 

  • The user is the responsible person.
  • The user belongs to the responsible group.
  • The user is responsible for the defined parent category.

notification_admin

Notification admins can create and update notification rules.

queue_admin

Queue admins can create, read, update and delete records of the External Queues module. 

user_manager

User managers can create new users, employees and add users into groups.

wf_admin

Workflow admins can create and update workflows in the Workflow Editor.
wtm_admin

WTM admins can create, update and delete records within the Work and Time Management application. 

The users with the admin role have the same access.

 

crm_admin

The CRM administrator can manage the majority of records in the CRM application, including selling directions.

crm_read_admin

The CRM system administrator can read all application records but cannot create, update or delete them. 

pda_admin

The administrators can create, update and delete records within the SDLC application.

The users with the admin role have the same access.

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