Configuring user roles and permissions

Users assigned the IT Provider Admin role have the highest level of access in the account. Their unrestricted permissions allow for access to all areas of the application and full data modification privileges.

Responsibilities

• Configuring the initial setup of the company's myITprocess account.
• Overseeing the account subscription and license usage.
• Managing users and their roles.
• Managing client environments and generating high-level reports.
• Ensuring the platform is optimized and aligned with organizational goals.

Users assigned the vCIO (Virtual Chief Information Officer) role are concerned with the secondary stage of the review process, reports, and creating the Strategic Roadmap for clients. vCIO access is tailored to the strategic layer of the platform, with less emphasis on day-to-day configurations. These users play a strategic role focused on client engagement and long-term planning.

Responsibilities

• Leading client technology review meetings.
• Interpreting assessment results and client needs.
• Creating and managing the Strategic Roadmap that aligns IT initiatives with business goals.
• Producing client-facing reports to communicate value and guide future planning.

Users assigned the Engineer role are designated to assess client environments in a strict yes/no format. The Engineer permissions are tailored to optimizing efficiency for this critical role. These users are primarily responsible for conducting clients' technical assessments. Their view is simplified and streamlined, ensuring they can complete assessments quickly and effectively without unnecessary distractions.

Responsibilities

• Answering assessment questions in a structured yes/no format to evaluate compliance and operational standards.
• Focusing on accuracy and efficiency in data collection.
• Collaborating with the vCIO by supplying technical input for roadmap planning.

To create a user role with custom permission levels, complete the following steps:

1. In the upper-right corner of the header, click your username (My Account) and select Account Settings.

2. Click the Permissions tab.
3. Click Add role.
4. In the Role Name field, enter a name for the role you are creating.
5. By default, all permission levels are set to None. Configure the permission levels for the role as required.

NOTE  You must change at least one permission from None to another access level.

6. Click Save to create the role.

The new role is now available to assign to users from the Users page. Refer to Adding and managing users.

NOTE  The built-in roles (IT Provider Admin, vCIO, and Engineer) cannot be edited.

To edit an existing user role, complete the following steps:

1. In the upper-right corner of the header, click your username (My Account) and select Account Settings.

2. Click the Permissions tab.
3. Click Edit (in parentheses) next to the permission you wish to edit.
4. Edit the role name or permission levels as required.
5. Click Save.

NOTE  The built-in roles (IT Provider Admin, vCIO, and Engineer) cannot be deleted.

To delete a user role, complete the following steps:

1. In the upper-right corner of the header, click your username (My Account) and select Account Settings.

2. Click the Permissions tab.
3. Click Edit (in parentheses) next to the permission you wish to delete.
4. In the lower-left corner of the page, click Delete permission role.

NOTE  This option is not available if the role is currently assigned to at least one user. To delete a custom role with assigned users, you must assign those users to a different role before proceeding with deletion.