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How to: Create Customized Roles & Assign to Users
Article Reference NumberAA-10524 Views78

IMCO allows you to create customized roles and assign them to existing Users. Following are step-by-step instructions:

Step 1: Ensure the User, to whom you want to assign the customized role to, has been created in the Customer Control Panel

Step 2: Create a customized role

Step 3: Assign role to the User

 

Creating a Customized Role

Creating a customized role requires you to create the role and then set permissions for it.

1) Login to IMCO Portal (if you are a First User click here for instructions; other Users can click here)

2) Select SETTINGS > Roles from the left-side menu options

3) On the ‘Roles’ page, click the Add role button

4) In the ‘New role’ pop-up window, enter a ‘Name’ and a ‘Description’ (optional)

5) Click the Add role button

 

 

6) The new role is added to the ‘Roles’ page, and then you can click on it

7) The ‘<role name>’ page, opens to a form

 

About the Customized Role's Permissions Form


The form has 8 categories:

1.    Elastic Spark

2.    Accounting

3.    Wizard

4.    Infrastructure

5.    Features

6.    Kubernetes

7.    DNS

8.    Blueprint

 

 

Each of the 8 categories has numerous sub-categories and each sub-category can be assigned 1 or more of these 5 default permissions:

List

Show

Create

Update

Destroy

In addition to these default permissions there are some sub-category-specific permissions such as, Blueprint’s sub-category > Organization, has these additional sub-category-specific permissions: ‘Synchronize’, ‘Reorder’, ‘Execute’ etc.


 

8) To select a permission (default or sub-category-specific) tick the checkbox corresponding to the permission you want to grant to the role or if you want to grant all available permissions belonging to a sub-category tick the checkbox under the All column

9) Click the Save role permissions button

 

10) You will receive a confirmation message that the role has been updated

Now you can assign this customized role to a User.

 

Assigning a Role to a User


Now that you have created the User within CCP and created a customized role you can now assign the role to the User.

1) Login to IMCO Portal (if you are a First User click here for instructions; other Users can click here)

2) Select SETTINGS > Customer from the left-side menu options

3) On the ‘Customer’ page, corresponding to the User you want to assign the customized role to click on the Show actions icon ()

4) Click on the Edit button ()

5) In the ‘Edit User’ pop-up window, click on the ‘Roles’ field

Note: Click the button to remove a role that has been previously assigned to the User, if require.

 

6) A drop down list of all roles appears, select the required role

7) Click the Update User button

 

8) You will receive a confirmation message

 

Refresh the User’s IMCO login and based on the permissions the User will have more or less functionalities available on the IMCO Portal.

Related topics:

How to: Create Users and Assign Primary Roles

How to: Edit a User’s Role