User roles
Ivanti Neurons for ITAM provides a default set of roles that define a user's responsibilities while working within the product. Access to the different product workspaces is controlled by the roles that a user account is associated with.
From the Roles workspace, the Asset Administrator can assign a single user more than one role if necessary. The roles are then made available to that person upon logging in.
If your database is integrated with Ivanti Neurons for ITSM, you may see user roles in the drop-down list that are related to that product.
Roles defined
User roles are predefined and can't be modified; you also can't create new ones. When a role is selected, it determines the default set of workspaces, forms, and dashboards available to a user.
If you apply ITAM content packages to your system environment at a later date, some of those packages may include additional user roles not listed here. For details, see Optional content packages.
The default set of ITAM user roles is as follows:
•Asset Administrator – Responsible for all ITAM-related administrative functions. Has access to all workspaces and dashboards and can add and edit records for assets and employees, assign user roles, create locations, create new values in validation lists (such as asset subtypes), and so on.
Asset Manager – Has access to all of the workspaces used on a daily basis to manage an organization's assets, minus the administrative features. Also has access to all dashboards. Note that the other manager roles have overlapping responsibilities with the Asset Manager role, so those users have access to many of the same workspaces.
•Available workspaces: Approvals, Asset Requests, Contract Line Items, Contracts, Disposals, Email, Employee, External Contact, Hardware Assets, Home, Invoices, Locations, Manufacturer, Product Catalog, Purchase Line Item, Purchase Orders, Reports, Request Offerings, Service Catalog, Shipments, Software Assets, Stock Management, Subnet Mapping, Vendors
•Asset Mobile – For end users who will use the product Self-Service Portal website to request Product Catalog assets for themselves or others. For details, see Asset requests.
•Asset Scanner – Has access to the barcode scan functionality used on dedicated, Android-based scanner devices. For details, see Scans via dedicated scanners.
•To scan and track assets via smartphone, you need an additional user role, Mobile Asset Manager, which is only available when you apply the content package for using Ivanti's smartphone app. For details, see Mobile app.
•Contract Manager – Manages your organization's contract agreements with vendors. For details, see these relevant topics:
•Available workspaces: Approvals, Contract Line Items, Contract Management, Email, Employee, External Contact, Hardware Assets, Home, Manufacturer, Purchase Line Item, Service Catalog, Software Assets, Vendors
•Procurement Manager – Buys assets, manages vendor relationships, and maintains the Product Catalog (which is the list of approved assets that have associated approved vendors and costs). For details, see these relevant topics:
•Available workspaces: Approvals, Asset Requests, Email, Employee, External Contact, Hardware Assets, Home, Invoices, Manufacturer, Product Catalog, Purchase Line Item, Purchase Orders, Request Offerings, Service Catalog, Shipments, Software Assets, Vendors
•Storage Manager – Maintains stock levels, tracks the location of assets, and looks after storage spaces and warehouses. For details, see these relevant topics:
•Available workspaces: Asset Requests, Disposals, Email, Employee, Hardware Assets, Home, Invoices, Manufacturer, Purchase Line Item, Purchase Orders, Service Catalog, Shipments, Stock Management
•Report Manager – Has access to all the SQL Server Reporting Services (SSRS) reports that provide in-depth reporting information about your assets. For a full list of supplied reports and what they display about assets, see Reports.
For an overview of all available workspaces and the roles that can access them, see Workspaces defined. For details about how to organize employees in the database, see Employees, departments, teams, and contact groups.
To assign a role to a user
Use the Roles workspace to assign a user role to an existing or new employee. New employees that you manually add here will then display in the Employee workspace.
1.Log in as Asset Administrator.
2.Open the Roles workspace.
3.In the list view, double-click the user role you want to associate with a user account. (If your database is integrated with Ivanti Neurons for ITSM, you may also see roles related to that product.) The Employees form displays:
•To assign an existing employee to this role, click Link and scroll down the list until you find the employee name. Select the name and click Select. The employee name will display in the list view for this role.
•To add a new employee into the database for this role, click New, fill in the New Employee form fields, then click Save. The new employee name will display in the list view for this role.
•To remove an employee from this role, select the name, then click Unlink.
4.Click Save.