Roles & Permissions
Roles and permissions control user access and capabilities within the system.
Account Administrator
Account administrators manage configuration, user roles, trust relations, and analytics dashboards.
Account Designer
Account designer role provides design and development capabilities for maintaining account appearance and analytics dashboards.
Auditor
Auditor role provides comprehensive read-only access to all account records.
Configuration Manager
Configuration Manager role provides permissions to maintain configuration items and related account records.
Directory Administrator
Directory administrators manage organizations, people, sites and role assignments within directory accounts.
Directory Designer
Directory Designer role allows users with web design skills to maintain design elements and specific account records.
Directory Financial Manager
Directory Financial Manager role allows users to review financial records and maintain financial details for their organization.
End User
End User role provides access to Xurrent Self Service functionality.
Financial Manager
Financial managers can maintain financial records and review financial information across support organizations.
Key Contact
The Key Contact role allows end users to review and manage requests from their organization and access specific dashboards.
Knowledge Manager
Knowledge Manager role enables users to publish and archive knowledge articles for service-related access.
Organization
Organization management distinguishes between internal, external, and trusted organizational entities.
Organization Fields
Organization fields configure essential information and settings for managing organizational records in Xurrent.
Project Manager
Project managers can maintain specific account records including projects and related data.
Roles
Roles define access rights and permissions for users within Xurrent accounts.
Site
Sites organize organizational locations where employees and configuration items are stationed.
Site Fields
Site fields define the properties and configuration options available when creating or editing site records.
Specialist
Specialist role provides account-wide viewing access and assignment editing capabilities for requests, problems and tasks.
Team
Teams organize groups of people who collaborate to support services and maintain configuration items.
Team Fields
Team administrators configure team record fields including name, picture, and organizational details.
Workflow Manager
Workflow Manager role enables users to maintain account records and serve as change managers for services.