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Version: OpCon 26.0 (On-Prem)

Adding Roles

Theme: Configure
Who Is It For? System Administrator, Automation Engineer

What Is It?​

Use this procedure to add Roles in the Enterprise Manager.

To add a role, complete the following steps:

  1. Select on Roles under the Security topic. The Roles screen displays
  2. Select Add button Add on the Roles toolbar
  3. Enter the new role name in the Name text box
  4. Enter the role description in the Documentation text box
  5. (Optional) Select any of the following options as needed. For information on the Inherit Privileges for All Schedules option, refer to Roles in the Concepts online help
    • Inherit Privileges for All Schedules
    • Inherit Privileges for All Machines
    • Inherit Privileges for All Machine Groups
  6. Assign users to the role using one of the following methods:
    • Select a User Login ID in the Revoked list to move it to the Granted list
    • Shift-select or Ctrl-select to select multiple User Login IDs, then select the right arrow to assign them
  7. Select Save button Save on the Roles toolbar
  8. Select Close ☒ (to the right of the Roles tab) to close the Roles screen

FAQs​

Q: What information is required to add roles?

The required fields include Documentation. Select Save on the toolbar to save the new record.

Q: Is documentation required when adding roles?

No. The Documentation field is optional. You can enter notes about the roles to track its purpose, but it is not required to save the record.

Glossary​

Resource: A numeric variable in OpCon representing a finite pool. Jobs can be configured to require a set number of resource units to run, limiting concurrent executions and preventing resource contention.

Role: A named security profile in OpCon that groups privileges together. Roles are assigned to user accounts to control which features, schedules, jobs, machines, and administrative functions a user can access.

Privilege: A specific permission granted through an OpCon role that controls access to a feature, function, or object type. Privileges are organized into categories such as Function Privileges, Machine Privileges, Schedule Privileges, and Access Codes.

Machine: A platform defined in the OpCon database that has an agent installed. OpCon routes job execution requests to machines via SMANetCom, and machines report job completion status back to SAM.

Schedule: A named container for jobs in OpCon, built for a specific date to create that day's automation. Schedules define build settings, frequencies, and the jobs that run within them.