The document discusses role and user management in IT360 Enterprise and Professional Editions. It defines roles as controlling authorization to modules while users control authentication to the application. There are 11 predefined roles and 8 users in IT360 with varying levels of access. A role-user matrix shows which users are associated with which roles and a role-module matrix maps roles to the read/write privileges they provide for each module. The presentation explains how to create new custom roles and users and associate them.
1. Role / User Management in
IT360 Enterprise Edition and
Professional Edition
K.Lakshmi Shankar
2. What you learn from this presentation?
After going through this presentation, you will know:
2.What is Role Management
3.Default Roles supported in IT360
4.What is User Management
5.Default Users supported in IT360
6.The relationship between User Management and Role Management – the Role vs
User matrix
7.The Role vs IT360 Module matrix
8.How to create a New User from the default available Roles
9.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.
ZOHO Corporation Confidential
3. 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
ZOHO Corporation Confidential
4. 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]
ZOHO Corporation Confidential
6. 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]
ZOHO Corporation Confidential
8. The “Role – User” matrix in IT360
Role 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 --
ZOHO Corporation Confidential
9. “Role - Module Access” matrix
Role: Administrator Role User: admin
IT360 module Read Write Access Read Only Access
Networks Yes NA
Servers & Yes NA
Applications
Traffic Yes NA
ServiceDesk Yes NA
Role: Guest Role User: guest
IT360 module Read Write Access Read Only Access
Networks No Yes
Servers & No Yes
Applications
Traffic No Yes
ServiceDesk Yes [“Requester” NA
access]
ZOHO Corporation Confidential
10. “Role - Module Access” matrix– contd.
Role: Network Administrator User: nwadmin
IT360 module Read Write Access Read Only Access
Networks Yes NA
Servers & Applications No No
Traffic Yes NA
ServiceDesk Yes [“Technician” NA
access]
Role: Network Operator User: nwoperator
IT360 module Read Write Access Read Only Access
Networks No Yes
Servers & Applications No No
Traffic No Yes [assigned
Groups only]
ServiceDesk Yes [“Technician” NA
access]
ZOHO Corporation Confidential
11. “Role - Module Access” matrix– contd.
Role: System Administrator User: sysadmin
IT360 module Read Write Access Read Only Access
Networks No No
Servers & Yes NA
Applications
Traffic No No
ServiceDesk Yes [“Technician” NA
access]
Role: System Operator User: sysoperator
IT360 module Read Write Access Read Only Access
Networks No Yes
Servers & No Yes [assigned
Applications Groups]
Traffic No No
ServiceDesk Yes [“Technician” NA
access]
ZOHO Corporation Confidential
12. “Role - Module Access” matrix– contd.
Role: IT Administrator User: itadmin
IT360 module Read Write Access Read Only Access
Networks Yes NA
Servers & Applications Yes NA
Traffic Yes NA
ServiceDesk Yes [“Technician + NA
Reporter +
POApprover + Change
Manager” access]
Role: Operator User User: operator user
IT360 module Read Write Access Read Only Access
Networks No Yes
Servers & Applications No Yes [assigned Groups]
Traffic No Yes [assigned Groups]
ServiceDesk Yes [“Requester” NA
access]
ZOHO Corporation Confidential
15. 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
ZOHO Corporation Confidential
16. Creating a New Role - screenshot
ZOHO Corporation Confidential
17. 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!
ZOHO Corporation Confidential
19. 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!
ZOHO Corporation Confidential
20. Creating a New User - screenshot
ZOHO Corporation Confidential
21. Recollecting…
Remember!
•User Management is dependent on the
underlying Role Management
•You can define your own Users and Roles and
associate them!!
ZOHO Corporation Confidential
22. 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
ZOHO Corporation Confidential
23. References
For more details, you may refer to our online help
documentation
http://www.manageengine.com/it360/help/meitms/getting-st
http
://www.manageengine.com/it360/help/meitms/manage-user
http://
www.manageengine.com/it360/help/meitms/manage-users-r
ZOHO Corporation Confidential
24. Contact Us
Write to us for any help:
It360-eval@manageengine.com
Thank You
ZOHO Corporation Confidential
