Roles

Role Management in Autom Mate allows administrators to define and control user access by configuring menu visibility in the left navigation pane. This feature ensures that users only see relevant sections based on their assigned roles.

Key Highlights of Initial Release

• Graphical Interface Control: Role Management initially enables menu visibility management in the left navigation pane.

• Customizable Menu Visibility: Administrators can define which menus and menu items are visible based on assigned roles.

• Future Enhancements: Role-based content access control will be introduced in upcoming releases to enhance permission granularity.

• Role-Based Usage Examples: ✔ If View access is granted to the Dashboard menu, all dashboards will be visible. ❌ If View access is disabled, the Dashboard menu will be completely hidden. ✔ If Read access is enabled for the Automs menu, all Automs will be visible.

⚠ Note: Currently, Role Management applies only to the left navigation pane. More advanced role-based access control features will be introduced in future updates.

The Role Management page in Autom Mate enables administrators to create, manage, and configure user roles. Roles determine access levels, defining which features and data users can access within the platform. Proper role management ensures security and structured access control.

Key Functionalities:

• Role Listing: View all available roles in a structured table.

• Role Creation: Define new roles with specific permission sets.

• Role Editing: Modify existing roles, including their name, description, and permissions.

• Role Deletion: Remove a role permanently (single or bulk deletion).

• Search Functionality: Locate specific roles using the search bar.

• Bulk Selection & Deletion: Select multiple roles for mass deletion using checkboxes.

---

Role Table and UI Elements

Column Name	Description
Role Name	Displays the name of the role (e.g., Administrator, Operator, Viewer).
Description	A short explanation of the role’s purpose.
Permissions	Displays assigned permissions (View, Create, Delete, etc.).
Actions	Options to edit or delete the role.
Selection Checkbox	Allows users to select multiple roles for bulk deletion.

The Search Bar helps quickly find a role by filtering results dynamically as you type.

The "Select All" Checkbox allows administrators to select all roles at once for bulk deletion.

---

Creating a New Role

1. Click the "Create Role" button.

2. Enter a Role Name (must be unique).

3. Add a Description (optional but recommended).

4. Click "Create" to save the role.

5. The new role appears in the Role Table.

6. Click "Configure Role" to set permissions

Warning

• Role names must be unique and cannot be duplicated.

• Once created, a role cannot be assigned permissions immediately—you must configure them separately.

---

Editing an Existing Role

1. Locate the role in the Role Table.

2. Click the "Edit" button under the Actions column.

3. Modify the Role Name and Description as needed.

4. Click "Update Role" to save changes.

Editing a role does not affect current users with that role unless permission changes are made.

---

Deleting Roles

Single Role Deletion

Deleting a role is a permanent action. Ensure that the role is not assigned to active users before deleting.

1. Locate the role in the Role Table.

2. Click the "Delete" button under the Actions column.

3. A confirmation dialog appears, prompting you to confirm.

4. Click "DELETE" to permanently remove the role, or "Cancel" to abort.

Bulk Role Deletion

Ensure that no users are assigned to the roles being deleted.

1. Select multiple roles by checking the boxes next to each role.

2. To select all roles at once, use the "Select All" checkbox.

3. Click the "Delete Selected" button.

4. A confirmation dialog appears to prevent accidental deletion.

5. Click "DELETE" to confirm bulk deletion, or "Cancel" to abort.

---

Configuring Role Permissions

After creating a role, permissions must be assigned to define what the role can access. The following table outlines available permissions:

Dashboard Permissions

Feature	Permission Options
Alerts	View, Delete
Archives	View
Dashboard	View, Create, Update, Delete
Monitoring	View

---

Management Permissions

Feature	Sub-feature	Permission Options
Alert Management		False, True
	Actioneer Profile	View, Create, Update, Delete
	Alert Profile	View, Create, Update, Delete
Queue Pool		View, Create, Update, Delete
User Management		False, True
	Roles	View, Create, Update, Delete
	User	View, Create, Update, Delete
Vault		True, False
	Application Credentials	View, Create, Update, Delete
	Custom Credentials	View, Create, Update, Delete
Webhook & API		True, False
	Webhook & API Trigger Rule	View, Create, Update, Delete

---

My Environment Permissions

Feature	Sub-feature	Permission Options
Automs		False, True
	Autom Builder	View, Create, Update, Delete, Publish, Import, Export
	Autom Groups	View, Create, Update, Delete
	Diagram Builder	View, Update
	BI Estimator	View, Update
	Libraries	View, Create, Update, Delete, Publish
	My Mates	View, Update, Delete, Download

---

Settings Permissions

Feature	Sub-feature	Permission Options
API Key Management		View, Update
License Management		View, Update
Log Retention Management		View, Update
Mail Server Management		View, Update
Personalization Management		View, Update
Port & SSL Management		True, False
	Port	View, Update
	SSL	View, Update

---

Store Permissions

Feature	Permission Options
Autom Store	View, Download
Library Store	View

• Users must have at least one permission assigned for the role to be useful.

• Removing all permissions from a role disables it effectively.

---

Important Considerations

🔹 Roles must have unique names. 🔹 Permissions define access levels. Assign them carefully. 🔹 Deleted roles cannot be recovered. Ensure they are no longer in use before deletion. 🔹 Role-based access changes take effect immediately.

It is recommended to test new roles with limited access first before assigning them to multiple users.