Role Overview
Detailed overview of role configurations and their associated permissions within the Enterprise Service Management applications
Table of Contents
Overview
Role Overview report provides administrators with a detailed overview of role configurations and their associated permissions within the Enterprise Service Management applications. The report shows data for the standard as well as custom-created roles in the system.
Key metrics and tracked data
The report is available in the Administration application → Reports → Role Overview and has the key metrics and visualizations as described below.
By default, the user role is pre-selected and shows the information for the current user role specified in the Filters:
The report can be filtered by the following criteria:
- Keywords
- Role
The report displays detailed information about permissions and access to all objects where you can Set Audience. If you need a report on a specific area only, e.g., Navigation Items, adjust the report with standard Dashboard and Report actions like Edit, where you can specify which widget instances to show or hide, and then use Print, Export, Send Report actions, etc. See also, Managing Dashboards and Reports in New Look: Actions.
The Role Overview report includes the following information:
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Details: displays role name, description, location, organizational unit, cost center, and membership maintenance settings.
- Members: lists all users assigned to the role.
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Object permissions:
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Configuration Items permissions: a list of Configuration Items that are available for the selected role and assigned permissions, including read, insert (create), write, and delete. See also, Security Management: User Roles and Permissions.
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Configuration Items permissions: a list of Configuration Items that are available for the selected role and assigned permissions, including read, insert (create), write, and delete. See also, Security Management: User Roles and Permissions.
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Previews: a list of preview layouts that are available for the selected role. See also, Preview.
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Dialogs: a list of dialog layouts that are available for the selected role. See also, Dialog.
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Dashboard Widgets: a list of widgets that are available for the selected role. Widgets are reusable and configurable visual components designed to display data or other content in dashboards and reports. It can be described as a template or a building block that defines what kind of data visualization can be shown (e.g., a bar chart, a metric card, etc.) See also, Widgets: Standard Widgets Library & Configuration.
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Widget Instances: a list of widget instances that are available for the selected role. A widget instance is a configured version of a dashboard widget that shows specific filtered data.
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Actions: a list of actions that are available for the selected role. See also, Actions.
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Navigation Items: a list of navigation items that are available for the selected role. See also, Navigation Items.
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Themes: a list of themes that are available for the selected role. See also, Themes.
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Signatures: a list of e-mail signatures that are available for the selected role. See also, E-mail Signatures.
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Data Queries: a list of Data Queries that are available for the selected role. See also, Data Query.
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Filters: a list of filters that are available for the selected role. See also, Search Filters
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Web Services: a list of Web Services that are available for the selected role.See also, Web Services: REST API integration.
