Assigning BMC Digital Workplace Catalog roles to user accounts

A user who has been given an administrative, supplier, or manager  role is able to log in to the BMC Digital Workplace Catalog dashboard. A user who has been given the agent role can log in to BMC Digital Workplace Catalog and access the Service Requests report. Service catalog administrators can promote any users who have accounts in the BMC Digital Workplace Catalog database. A user can be assigned only one role.

For information about adding users to the BMC Digital Workplace Catalog database, see Overview-of-user-accounts-and-groups-for-BMC-Digital-Workplace-Catalog.

Common scenarios for assigning or changing user roles

Review the following examples of how a service catalog administrator can promote other users to administrative roles.

Add a self-service user to an internal service supplier role

Silvio Ragozzi is a self-service user. Hannah is the service catalog administrator. Hannah asks for Silvio's help to manage the organization's service catalog. Silvio's account already exists in BMC Digital Workplace Catalog so that he can request services. For Silvio to be able to manage the service catalog, Hannah can add Silvio to the role of Internal Supplier.

Add a self-service user to an agent role

Francie Stafford is starting her new role as a service agent. In this role, Francie needs to be able to answer user questions about requests. Francie's account already exists as a user in BMC Digital Workplace Catalog  as a self-service user. Hannah gives Francie to the role of Agent. With this role, when Francie logs in to BMC Digital Workplace Catalog, she has access only to the Service Requests report.

Promote a user in an existing role to a service catalog administrator

Hannah later decides to expand Silvio's role so that he can help the organization to manage service templates, categories, and users. She changes Silvio's role from Internal Supplier and promotes him to an Administrator.

Change administrative role to reduce responsibilities

Ian Plyment is a current service catalog administrator who wants to give up all administrative capabilities except for managing virtual marketplaces to entitle users to view and request services. Silvio, the newly promoted service catalog administrator, changes Ian's role from Administrator to the role of Asset Manager. Ian can continue to maintain entitlement groups, but cannot change service details, workflows, or manage users.

To assign BMC Digital Workplace Catalog roles to users

If a self-service user has not been assigned an administrative role, you can add the user and assign a role at the same time.

1. In theBMC Digital Workplace Catalog Admin console, go to User Roles.
2. Click Add User.
3. Search for the user in the User Directory.
4. Select the check box beside one or more users to promote.
5. Select a Role type for each user.
6. Click Add.

To remove administrative capabilities from users

The delete action removes a user from the list of administrators or agents, but not from the application database. You can remove multiple users at one time.

1. On the User Roles page, select the check box beside one or more users to remove.
2. Select Actions > Delete, and respond to the confirmation.

To switch users between roles

1. On the User Roles page, select the user to change.
2. Select the Role type.
   The change is saved when you exit the field.