Creating Service Management Roles (Operations) for Provider, Reseller, or Customer Users

You can create custom Service Management (Operations) roles separately at the provider, reseller, or customer level.

To create a custom Service Management (Operations) role:

1. Log in to Operations PCP as administrator with the Full Access role.
2.  Go to System > Settings and click Security in the Core list. The list of available roles is displayed on these three sub-tabs of the Roles tab:
   • Staff member roles
   • Reseller roles
   • Customer roles
3. Depending on a role you want to create, follow the instructions below.

Provider-level service management roles

To create a custom Service Management (Operations) role for your own (provider) users:

Note: These roles are default Operations staff member roles: Account Administrator and Staff member defaults. To view the privileges included in these roles, follow the procedure described in Viewing Privileges of Service Management Roles (Operations).

1. On the Staff member roles tab click Add New Role. Complete the necessary fields and click Next>>.
2. Enable the necessary privileges and click Save. You have successfully created a new service management role for your own (provider) users. For more information about Operations privileges refer to Privileges Reference guide.

Reseller-level service management roles

To create a custom Service Management (Operations) role for all your resellers:

Note: This role is a default Operations reseller role: Account Administrator (reseller level). To view the privileges included in this role, follow the procedure described in Viewing Privileges of Service Management Roles (Operations).

1. Switch to the Reseller roles tab. Click Add New Role. Complete the necessary fields and click Next>>.
2. Enable the necessary privileges and click Save. You have successfully created a new service management role for users of all your resellers. For more information about Operations privileges refer to Privileges Reference guide.

Customer-level service management roles

To create a custom Service Management (Operations) role for all your customers:

Note: This role is a default Operations customer role: Account Administrator (reseller level). To view the privileges included in this role, follow the procedure described in Viewing Privileges of Service Management Roles (Operations).

1. Switch to the Customer roles tab. Click Add New Role. Complete the necessary fields and click Next>>.
2. Enable the necessary privileges and click Save. You have successfully created a new service management role for users of all your resellers. For more information about Operations privileges refer to Privileges Reference guide.

You have successfully created the necessary custom service management roles at the provider, reseller, and/or customer level.