Adding a Role

To ensure your users only access the areas of Insite they are authorized to, you can create and assign them to roles.

Follow these steps to create a role:

1. In the Navigation Panel, click Roles under Settings. If the menu is hidden, click .

2. Click Add.

   

3. Enter a Name for the role you want to create.

4. Enter a Description for the role.

5. Select any security groups you want to add the role to. For example, if you create a role with permissions to the Robot Schedule production system (like in the image above), you could add a security group for all Robot Schedule users to it.

   NOTE: If you haven not created any security groups yet, see Security Groups.

6. If you want to add users to the role (outside of users who are assigned to any security groups this role is a part of, as they will get this role's permissions automatically), type their username into the field or select them drop the drop-down.

7. Click the products and areas of Insite you want to apply to this role. The current products and areas available are the following:

   Multi-Factor Authentication

   These are the areas of the product that can be chosen when defining a role.

   • Agents
   • Managers
   • Product Settings
   • Reports
   • Users and Groups
   Automate

   These are the areas of the product that can be chosen when defining a role.

   • Insite - Automate Licensing

   Deployment Manager

   These are the areas of the product that can be chosen when defining a role.

   • Enterprise License Agreement
   • <active product connections>
     • Licensing Products
     • Installing Products
   Insite

   These are the areas of the product that can be chosen when defining a role.

   • Authentication
   • Dashboards
   • Logging
   • Product Connections
   • Role Based Security
   Insite Integration Service

   These are the areas of the product that can be chosen when defining a role.

   • Change and Remove Product Instances
   • Enable Disable Healthcheck
   • Renew Certificates
   • View All Product Instances
   • Allowed and Blocked Products
   Insite Analytics

   These are the areas of the product that can be chosen when defining a role.

   • Data Connections
   • Licensing
   • Query Builder
   Password Self Help

   These are the areas of the product that can be chosen when defining a role.

   • All Product Functions
   Powertech Event Manager

   These are the areas of the product that can be chosen when defining a role.

   • Event Analysis
   Powertech Network Security

   These are the areas of the product that can be chosen when defining a role.

   • <active product connections>
     • All Product Functions
   Robot Network

   These are the areas of the product that can be chosen when defining a role.

   • <active product connections>
     • All Product Functions
   Robot Schedule

   These are the areas of the product that can be chosen when defining a role.

   • <active product connections>
     • All Product Functions
   Vityl IT & Business Monitoring

   These are the areas of the product that can be chosen when defining a role.

   • All Product Functions
   NOTE: Some products will only display in the Authorized To list if there is an active Product Connection.

8. Click Save.

When you are finished, the new role will show up on the Roles page.