Create a New Role

Create a New Role

Role Required: SDAdmin

  1. Go to Admin > Organizational Details > Roles.
  2. Click Add New Role to go to the relevant form.
  3. Now, provide necessary details and configure access permissions as required. 
Field
Explanation
Role Name*
Provide a name.
Description
Provide a relevant description.
Permissions* (Checkbox Matrix)
Select the relevant checkbox to provide various levels of permission to access different modules.

You can provide complete access, view, edit, add, or delete permission for different modules namely Assets, Purchase Order, Purchase Request, Contracts, and Reports.
Advanced Permissions
Use this to provide access to specific things within a module instead of the whole module. For example, you can allow a user to add only products and not vendors in Assets.
Radio button: Allow technician to view
Choose an option to define access to sites. You can choose All or All in associated sites.
*Mandatory fields

  1. Finally, click Save.
 

    • Related Articles

    • Create a New Contract

      Go to Contracts tab and click New Contract. Alternatively, you can create a contract by using Quick Actions menu on the application header. Step 1: Specify the contract details Provide a unique name to your contract. (Character limit: 100) If your ...

    • Add a New Domain

      Role Required: SDAdmin An agent is required for scanning Windows machines. To add a new domain in AssetExplorer, Go to Admin > Discovery > Windows Domain Scan or click the scan button in the header pane and navigate to Windows Domain Scan. Click Add ...

    • Create CI Type

      Create CI Type You can define new CI types to match your business needs. On the configuration item type list view, click New. Provide the following information under the Details tab on the New CI Type form. Enter a unique display name and display ...

    • Create Asset Group

      Go to Assets and click Groups on the left pane. Click + Add New Group. In the Create Group form, Give the group a name. This is mandatory. Describe the group. Select the group type: static or dynamic. Click Save. Add Assets to Groups Static Group In ...

    • Add New Replenishment

      Go to Assets and select Asset Replenishment from the left pane. Click New. Select the site where you want to apply the replenishment configuration. Select the product type and product name. The Current Inventory Count column displays the number of ...