10.2.5. Technician Roles

Every Technician is different, so we have roles to give them different rights and permissions. Each role is unique, and out of the box we have default roles in the system; you cannot modify the permissions and rights of these roles. However, you can add custom roles where you can set the permissions and rights; there’s no limit to the number of custom roles that you can create.

Using Roles you can control the CRUD operations a Technician can perform across the following modules:

• Request

• Problem

• Change

• Project

• Patch

• Knowledge

• Asset

• Admin

• Contract

• Purchase

• Report

• Dashboard

• Release

10.2.5.1. Default Roles

Motadata offers default roles with predefined permissions covering major ITSM processes. They are as below:

Release Specialist Technician	Contract Manager	Junior Technician
Purchase Manager	Patch Specialist Technician	Problem Specialist Technician
Asset Specialist Technician	Change Specialist Technician	Admin
Request Specialist Technician	Service Desk Technician

10.2.5.2. Add/View Roles

• In the Admin section, you can view all the roles in Roles (under Users) page. Click any one role to view its permissions and rights.

• You add a custom role by going back to the Roles page and clicking Create a Role situated in the top right corner of the page. We have the permissions and rights grouped module wise. Click any one module to see its rights and permissions.

• Add a name to the role and a description. You can set the permissions and rights for every module.

  We have the following rights and permissions:

  Project	Only view details of Projects Create & Update Projects Delete Projects Manage Project milestones Closing a Project Manage Project Attachments Create Tasks in Project. Cancel a Project
  Knowledge	Create, update, manage folders, and archive folder.
  Request	View, create, update and delete a Request. Communicate with Requestors. Mark a Request as spam. Assign a Technician to a Request. Update status of a Request. Close a Request Manage relationship in a Request. Add solution and tasks in a Request. Merge multiple Requests. Resolve a Request. Re-open a closed Request. Update priority of a Request.
  Problem	View, create, update and delete a Problem. Add solution to a Problem. Assign Technician to a Problem. Resolving a Problem. Re-opening a closed Problem. Create tasks in a Problem. Update status and priority in a Problem. Managing relationships in a Problem.
  Change	View, create, update and delete a Change. Creating tasks in a Change. Assign a Technician to a Change. Updating status and priority of a Change. Managing relationships in a Change. Closing and Re-opening a Change
  Patch	Manage Patches & Packages View Patches & Package. View Remote Deployment. View/Manage Computer Group Manage Remote Deployment Policy. View Auto Patch Deployment Task. Manage Auto Patch Deployment Task. View Auto Patch Test Task. Manage Auto Patch Test Task. View Decline Patch Configuration. Manage Decline Patch Configuration. Manage Remote Deployment. Permission to ignore Patches. Permission to configure Packages for Patches.
  Asset	Managing Asset discovery and Administration. View, create, update and delete an Asset. Update status of Assets. Manage relationships of Assets.
  Admin	Manage organization. Manage automation in the product. Ignore approvers in an Approval process.
  Contract	View Contracts Update and Create Contracts Delete Contracts Manage attachments of Contracts Contract Renewal Manage relationships of Contracts
  Purchase	View Purchase Order Create and update Purchase Order Delete Purchase Orders Manage invoice and payments Manage relationships of PO Closing POs Cancel Purchase Order
  Report	View and manage Reports
  Dashboard	Manage Dashboard gives the permission to Create/Update/Delete/Duplicate Dashboards Manage KPI and Widgets gives the permission to Create / Update / Delete / Duplicate Dashlets

• Once you are done with the permissions and rights, hit Create to create your new role.

Modify Roles

You can go to the Roles page anytime and change the permissions and rights of the roles that you have created using the Edit Icon. Default roles cannot be modified.