Permission Sets

Introduction

Permission sets provide a mechanism for controlling the operations that can be performed by a user or a user group. You can:

Set permissions for a client user independent of their profile.
Restrict activities using the permission values for each permission type.
Authorize access according to the role.

Permissions required to view Permission Sets List:

Type of user	Permissions
SP/MSP	Roles_View
Client	Administration and Roles_View

Create a permission set

Follow these steps to create a permission set:

Navigate to Setup > Account. The Account Details page is displayed.
Click the Users and Permissions tile on the Account Details page. The Permission Sets page is displayed.
Click +ADD. The Add Permission page is displayed.
Under Permission Set Details, enter a Permission Set Name and a short description about the permission set.
The Permissions section has the following categories:
- Account Administration
- Collectors
- Remote Access
- Integrations and Apps
- Alerts
- Reports
- Tickets
- Knowledge Base
- Automation
- Logs
- Traces
- Network
Select the permissions you want to allow under each category.
Click Save. The permission set is created.

Users can perform the following actions based on the context:

Type of user	Current context	User action
Service Provider User	Service Provider	Manage permission sets for service provider users. Manage permission sets for partner users across current Service Provider's partners. Manage permission sets for client users across all clients across all partners.
Partner User	Partner	Manage permission sets for partner users. Manage permission sets for client users across current partner’s clients.
Partner User	Client	Manage permission set for the current client.
Client User	Client	Manage permission set for the current client.

You can perform the following actions after creating a permission set:

Action	Procedure/Description
Search	To search for a permission set: Click the search icon on the Permission Sets page. Type the permission set name in the search box. The search result is displayed. You can also search for permission sets using the dropdown filter available on the right side of the page. By default, all permission sets are listed.
View	To view a permission set: Search for the permission set. Click the permission set name to view the details.
Edit	To update a permission set: Search for the permission set and click the permission set name. Make the necessary changes. Click Save. The permission set is updated. Note: You cannot edit a default permission set.
Remove	To remove a permission set: Search for the permission set. Click the action icon that appears when you hover over the permission set name, and click Remove. From the confirmation dialog box, click Remove to delete the permission set. Note: You cannot remove a default permission set.

Permissions reference

Notes

The permission listings in the following table are mentioned in the order of the authorization level, from the highest to the least access levels.
A user with the highest permission level can access and perform all the actions that are available within each permission set.

Category	Permission Type	Permission Value
Account Administration	Administration	Administration - Allows access to the Setup tab.
	Users	View - Allows access to view the existing users. Create - Allows access to create users. Manage - Allows access to create, edit and deactivate users, user groups, and roles. A user with Manage permission can also perform the actions available with the Create and View permissions.
	Roles	Manage - Allows access to view, create, and delete roles. View - Allows access to view the defined roles. A user with Manage permission can also perform the actions available with the View permission.
	Credentials	Manage - Allows access to manage the existing credential sets. View - View all the credential sets, including the passwords. A user with Manage permission can also perform the actions available with Create, Edit, and View permissions. Edit - Edit a credential set. Create - Create a new credential set. To create a new credential set, you should have access to the All Devices option.
	Dashboards	View Dashboard - Allows users to only view a dashboard. The permission allows the: Service provider, partner, and client users to view the Private dashboard Partner and client users to view the Shared dashboards Manage Dashboard - Allows users to view, create, edit, and delete a dashboard. The permission allows different users (service provider, partner, and clients) to perform a different set of actions on a Private and a Shared dashboard. See Role based dashboard permissions for detailed information about the permissions.
	Dashboards Access Only	Dashboards Access Only - Allows access only to one's own Dashboard and the Shared Dashboard. The user should also have either the View Dashboard or Manage Dashboard permission along with the Dashboards Access only permission. If this permission is enabled, the users can only access the Dashboards tab and cannot access any other feature. To view the details populated using widgets in the Dashboard, users must configure the permissions required for each widget. See Role based dashboard permissions for detailed information about the permissions.
	Scheduled Maintenance	View - Allows users to view scheduled maintenance. Manage - Allows users to view, manage, create, edit, and delete scheduled maintenance. A user with Manage permission can also perform the actions available with the View permission.
	Metrics	Manage - Allows users to create metrics.
	Devices	View - Allows access to devices under: Infrastructure and Dashboard tab View hardware, application, and patches information on the device details page A user with Manage permission can also perform the actions available with Create, Edit, and View permissions. Edit - Allows access to edit device details in the infrastructure. Create - Allows access to infrastructure, device listing page, where you can: Add a device Import devices Add virtualized, storage, UCS and cloud providers-based infrastructure Manage - Allows access to: Setup Device groups Discovery and deployment Admin console parameters Network device credentials setup Network device configuration backup schedules setup Network device configuration backups pages setup Add a device to a maintenance window Delete or stop managing the device
	Custom Attributes	View - Allows users to only view the custom attributes. Create - Allows users to create custom attributes. Manage - Allows you to control the users who can manage the custom attributes. A user with Manage permission can also perform the actions available with Create and View permissions.
	My Profile	Edit - Allows you to edit your profile details.
Collectors	Gateway Firmware	Allow Update - Allows the user to update the gateway firmware.
	Management Profile	View - Allows access to the Setup tab and to view the services gateway remotely. Manage - Allows access to view, create, and edit the existing gateway profile. A user with Manage permission can also perform the actions available with the View permission.
Remote Access	Console Launch	View - Allows remote access to devices from the Infrastructure tab. Manage - Allows users to view, create and edit console options from the Infrastructure tab. A user with Manage permission can also perform the actions available with the View permission.
	Commands	Allow to run - Permits users to run commands.
Integrations and Apps	Monitors	View - Allows access to view the templates and monitors applied on a given device in the infrastructure. Customize - Allows access to: Change threshold and alert conditions for each monitor Create and edit entries in the Setup tab Create and Edit - Allows access to create and view the templates and monitors applied on a given device in the infrastructure. Manage - Allows access to: Assign monitoring templates to devices Change threshold and alert conditions for each monitor Create and edit entries in the Setup tab A user with Manage permission can also perform the actions available with Create and Edit, Customize, and View permissions.
	Integration	View - Allows users to view the Integrations and Apps tile and details of the configured integrations. For example, Integration Audit Logs and Authentication Details except for secret/token. Scan - Allows the user to discover the devices. Edit - Allows users to edit the details of the configured integrations. For example, update mapping inbound attributes and integration events. Manage - Allows users to manage various integration services: Install Bulk uninstall Regenerate secret/token Revoke access token Delete keypair Disable A user with Manage permission can also perform the actions available with Edit and View permissions.
	Monitor Templates	Customize - Allows the user to edit monitors and change the thresholds at device level. A user with Customize permission can also perform the actions available with Apply permissions. Apply - Allows the user to Assign/Unassign templates and monitors.
	Cloud Management	Power Cycle - Allows you to Stop, Start, and Restart instances. Power Cycle and Launch Instances - Allows to create new instances in the cloud account. A user with Power Cycle permission can also perform the actions available with the Launch Instances permissions. Stream View - Allows you to view the metric stream.
Alerts	Alerts	View - Allows access to: View details for a given alert Alert list page Manage - Allows view and manage access to: Alert list and alert report pages Alerts processing A user with Manage permission can also perform the actions available with the View permission.
	OpsQ	View - Allows you to view the alert policies for: Alert Enrichment Alert Correlation First Response Alert Escalation Alert Prediction Using this permission, you can only view the policies of other users. Manage - Allows you to create, edit, or delete the alert policies for: Alert Enrichment Alert Correlation First Response Alert Escalation Alert Prediction Using this permission, you can manage all the alert policies in your tenant. A user with Manage permission can also perform the actions available with the View permission.
Reports	Reports	View - Allows access to view the Reports. Manage - Allows users to manage, create, edit, delete, and view the reports. A user with Manage permission can also perform the actions available with the View permission.
Tickets	Incident	View - Allows users to view incidents. Edit - Allows users to edit and view incidents. Create - Allows users to create, edit, and view incidents. Manage - Allows users to manage, create, edit, delete, and view incidents. A user with Manage permission can also perform the actions available with Create, Edit, and View permissions.
	Change Request	View - Allows users to view the change request. Edit - Allows users to edit and view the change request. Create - Allows users to create, edit, and view the change request. Manage - Allows users to manage, create, edit, delete, and view the change request. A user with Manage permission can also perform the actions available with Create, Edit, and View permissions.
	Problem	View - Allows users to view the problem. Edit - Allows users to edit and view the problem. Create - Allows users to create, edit, and view the problem. Manage - Allows users to manage, create, edit, delete, and view the problem. A user with Manage permission can also perform the actions available with Create, Edit, and View permissions.
	Projects	View - Allows users to view projects. Manage - Allows users to manage projects. A user with Manage permission can also perform the actions available with the View permission.
	Service Catalog	View - Allows users to view service catalog management in the Setup tab. A user with Manage permission can also perform the actions available with the View permission. Manage - Allows users to view, create provisioning policies, service catalogs, and provisioning workflows.
	Service Desk	View - Allows users to view the service desk requests. Edit - Allows users to edit and view the service desk requests. Create - Allows users to create, edit, and view the service desk requests. Manage - Allows users to manage, create, edit, delete, and view the service desk requests. A user with Manage permission can also perform the actions available with Create, Edit, and View permissions.
	Service Request	View - Allows users to view service desk requests. Edit - Allows users to edit and view service desk requests. Create - Allows users to create, edit, and view service desk requests. Manage - Allows users to manage, create, edit, delete, and view service desk requests. A user with Manage permission can also perform the actions available with Create, Edit, and View permissions.
	Task Request	View - Allows users to view task requests. Edit - Allows users to edit and view task requests. Create - Allows users to create, edit, and view task requests. Manage - Allows users to manage, create, edit, delete, and view task requests. A user with Manage permission can also perform the actions available with Create, Edit, and View permissions.
	Time-Bound Request	View - Allows users to view time-bound requests. Note: Allows users to manage, create, delete, edit, and view time-bound requests, if they have the service desk manage permission. A user with Manage permission can also perform the actions available with Create, Edit, and View permissions. Edit - Allows users to view and edit time-bound requests. Create - Allows users to create, edit, and view time-bound requests from the Service Desk menu. Manage - Allows users to: View request details Create requests for: Existing partner and client Existing partner and new client New partner and new client Edit time-bound request
	Service Order	View - Allows users to view the service order. A user with Manage permission can also perform the actions available with Create, Edit, Delete, and View permissions. Edit - Allows users to edit the service order. Create - Allows users to create a service order. Delete - Allows users to delete a service order. Manage - Allows users to manage the service order.
Knowledge Base	Knowledge Base	View - Allows users to view, rate, comment, like, and share an article. Edit - Allows users to edit the knowledge base. Manage - Allows users to move an article, and also create, edit, and delete the: Knowledge base Category Article Template A user with Manage permission can also perform the actions available with Edit, and View permissions.
Automation	Jobs	View - Allows access to the Automation tab. Manage - Allows access to: Create a job Edit a job Delete a job Run a job immediately using the Run Now option A user with Manage permission can also perform the actions available with the View permission.
	Patch Approval	View - Allows access to: Patch management in the Automation tab View the patch status View the configured patch install jobs under patch configuration page Manage - Allows access to: Patch management in the Automation tab Patch configuration page where users can create, edit, and delete a patch install job Patch approval pages, where one can approve patches for a set of devices A user with Manage permission can also perform the actions available with the View permission.
	Process Automation	View - Allows only to view the process automation artifacts. Manage - Allows users to create and view the process automation artifacts. A user with Manage permission can also perform the actions available with the View permission.
	Recordings Audit	Play, Search All Recordings - Users can play the recording and search for a recording. My Recordings: Play, Search, Edit - Users can play, search, and edit their recordings only and not any other user recordings. All Recordings: Play, Search, Edit - Users can play, search, and edit notes for all recordings. Users cannot delete any recordings. A user with All Recordings Play, Search, Edit permission can also perform the actions available with the other recording permissions.
	Scripts	View - Allows access to scripts page in the Automation tab, also allows access to view the list of scripts available, and the scripts scheduled on devices. Manage - Allows users to schedule a given script on a set of devices or to run the script immediately using the Run Now option. A user with Manage permission can also perform the actions available with the View permission.
Logs	Logs	View - Allows access to view the logs. Manage - Allows access to create, view, edit, and delete the logs.
Traces	Traces	View - Allows users to view traces. Manage - Allows users to create, edit, view and delete traces.
Network	Network Configuration Management	None - The Configuration Backup tab (in Infrastructure → Resources → Network Device → Device) is not visible to the user. View - User can access the Configuration Backup tab, view Date Created, Config Type details, and View and Download options under Actions. Manage - User can access the Configuration Backup tab, view Date Created, Config Type, and View and Download, and Set as baseline (can set baseline) options under Actions. Approve - User can access the Configuration Backup tab, view Date Created, Config Type, and View and Download, and Set as baseline (can set baseline) options under Actions. User can access Network Configuration under Configuration Management and can approve and reject tasks in the COMPLIANCE tab.
	Network Performance Management	None - The Net Flows under Infrastructure is not visible to the user. View - The Net Flows under Infrastructure is accessible to the user. The user can perform all actions except configuring net flows. Manage - The Net Flows under Infrastructure is accessible to the user. The user can perform all actions and configure net flows.

Role based dashboard permissions

The Role based dashboard permissions are applicable to both the Classic Dashboard and Dashboard 2.0 versions.

Service provider users - private dashboard

The following table provides information about the actions that a service provider user can perform with dashboard and admin permissions on a private dashboard:

User	Dashboard Permission	Admin Permission	Actions
Service provider	View	Yes	None
Service provider	View	No	None
Note: If a user with Manage permission previously created a dashboard and now has View permission, they can still view the private dashboard that was created previously.
Service provider	Manage	Yes	View Create Edit Delete
Service provider	Manage	No	View Create Edit Delete
Service provider	None	-	No Access

Service provider users - shared dashboard

Note

The information provided in the Service provider users - shared dashboard is only applicable to Classic Dashboard.
A Service Provider user cannot share a dashboard in Dashboard 2.0 version.

The following table provides information about the actions that a service provider user can perform with dashboard and admin permissions on a shared dashboard:

User	Dashboard Permission	Admin Permission	Actions
Service provider	View	Yes	View Edit Delete
Service provider	View	No	View
Service provider	Manage	Yes	View Edit Delete
Service provider	Manage	No	View
Service provider	None	-	No Access

Partner users - private dashboard

The following table provides information about the actions that a partner user can perform with dashboard and admin permissions on a private dashboard:

User	Dashboard Permission	Admin Permission	Actions
Partner users	View	Yes	None
Partner users	View	No	None
Note: If a user with Manage permission previously created a dashboard and now has View permission, they can still view the private dashboard that was created previously.
Partner users	Manage	Yes	View Create Edit Delete
Partner users	Manage	No	View Create Edit Delete
Partner users	None	-	No Access

Partner users - shared dashboard

The following table provides information about the actions that a partner user can perform with dashboard and admin permissions on a shared dashboard:

User	Dashboard Permission	Admin Permission	Actions
Partner users	View	Yes	View Edit Delete
Partner users	View	No	View
Partner users	Manage	Yes	View Edit Delete
Partner users	Manage	No	View
Partner users	None	-	No Access

Client users - private dashboard

The following table provides information about the actions that a client user can perform with dashboard and admin permissions on a private dashboard:

User	Dashboard Permission	Admin Permission	Actions
Client users	View	Yes	None
Client users	View	No	None
Note: If a user with Manage permission previously created a dashboard and now has View permission, they can still view the private dashboard that was created previously.
Client users	Manage	Yes	View Create Edit Delete
Client users	Manage	No	View Create Edit Delete
Client users	None	-	No Access

Client users - shared dashboard

The following table provides information about the actions that a client user can perform with dashboard and admin permissions on a shared dashboard:

User	Dashboard Permission	Admin Permission	Actions
Client users	View	Yes	View Edit Delete
Client users	View	No	View
Client users	Manage	Yes	View Edit Delete
Client users	Manage	No	View
Client users	None	-	No Access

Roles