Roles and permissions

BMC Helix Intelligent Automation leverages BMC Helix Portal to provide single sign-on authentication for users.

By default, Automation Engineer and Automation Developer roles are available for BMC Helix Intelligent Automation. As an administrator, you can create and edit users, user groups, and roles in BMC Helix Portal. You can assign any of the roles or permissions to users, however, you cannot create new permissions.

Related topics

Getting-started

Setting-up-and-going-live

The following video (2:46) provides an overview of permissions and how to assign them to roles in BMC Helix Portal:

Watch the YouTube video about How to assign permissions to user roles in BMC Helix Portal.

Consult the following table to understand the capabilities and permissions assigned to each role:

User role	Capabilities	Permissions in BMC Helix Portal
Tenant Administrator	Configure Proactive Service Resolution Create roles and users View and delete automation policy runs history	All
Automation Engineer	Configure, edit, disable, and delete connectors View automation requests Create, edit, test, and delete policies Copy, publish, and move policies to draft View and delete automation policy runs history View reports in the Value Dashboard in BMC Helix Dashboards	Core > Credential	View Manage List
		Core > Events	Ingest
		Monitor > User Preferences	Manage
		Identity Management > Users	List
		Identity Management > API users	List Read Create Modify Delete
		Intelligent Automation	All Permissions
Automation Developer	View configured connectors View automation requests Create, edit, test, and delete policies View and delete automation policy runs history	Core > Credential	View List
		Core > Events	Ingest
		Identity Management > Users	List
		Identity Management > API users	List Read
		Intelligent Automation > Policy	Read Manage
		Intelligent Automation > Action	Execute Read Manage
		Intelligent Automation > Action Library	Read
		Intelligent Automation > ITSM	Read
		Intelligent Automation > Remote Plugin	Read
		Intelligent Automation > Connector	Read

For information about assigning permissions, see Setting up roles and permissions in the BMC Helix Portal documentation.

Roles and permissions

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