This documentation supports the 18.02 version of BMC Digital Workplace. To view the latest version, select the version from the Product version menu.

Assigning BMC Digital Workplace Catalog roles to user accounts

A service catalog administrator can promote any BMC Digital Workplace Catalog user to one of the following user roles: service catalog administrator, internal service supplier, asset manager, or service agent. User roles are unique within BMC Digital Workplace Catalog. A user assigned to an administrative role does not need to be an administrator of other IT or business systems.

BMC Digital Workplace Catalog user roles

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.

User roleDescription
Administrator

The service catalog administrator, also called the catalog manager, maintains all aspects of the service catalog, including templates, service level agreement (SLA) policies, cost adjustments, and fulfillment workflows to attach to service catalog items. Also configures service connectors and performs other system administrative functions, such as managing users.

For more information about the capabilities of this role, see Quick start for catalog administrators.

Internal Supplier

The internal service supplier maintains the service catalog with all the catalog management capabilities of the service catalog administrator without the application administration capabilities.

For more information about the capabilities of this role, see Quick start for internal service suppliers.

Asset Manager

The asset manager creates and maintains virtual marketplaces to entitle users to service catalog items.

For more information about the capabilities of this role, see Quick start for asset managers.

AgentService agents investigate the status of service requests to answer queries by users about their service requests.
No specified role

No specified role is not a defined role. This indicates any user in the BMC Digital Workplace Catalog database who is not assigned any of the user roles. Users who are not given administrative capabilities can be entitled to view and request services.

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.
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