Assigning Roles to Users

Assign roles to users so their Helpdesk permissions match their operational responsibilities.

Before assigning a role

Confirm what the user needs to do in the Helpdesk.

Review existing roles before creating or selecting a broader access level.

Assign the role

1. Open the supported user or access-management area.
2. Select the user.
3. Review the current role assignment.
4. Choose the appropriate role.
5. Review any related team membership.
6. Save the change.
7. Test the user's effective access when the change is significant.

Multiple responsibilities

Where the security model supports multiple role or permission relationships, avoid overlapping access that makes the effective permission set difficult to understand.

Removing a role

Remove access promptly when the responsibility ends.

Good practices

Do not share user accounts. Assign access to the individual who needs it so actions and audit records remain attributable to the correct person.