Manage user roles

Roles for operations in Compass are separate from other Compass permissions.

Member roles

Teams are built up of users. A user can be a member of multiple teams. Even users that don't have a Compass license can be a member of a team that’s equipped to manage operations. Such users should be first invited to Compass. Members may also be given specific roles on a team.

たとえば、一部のユーザーには、チームの特定の管理タスク (オンコール スケジュールやエスカレーションの管理など) を処理するための追加権限が付与されている場合があります。

This article is about how you can manage the roles of your team members that deal with operations. There are only two basic roles any member of your team can hold within the operations space: Team admin and User.

Team admin members of your team that take this role can manage any kind of settings, configuration (schedule configuration, integration setup, etc.), and other users in the team. Anyone on the team can be a team admin—the role assignment can happen either when you’re setting up operations/alerting for your team (for example, you can make someone with access to Compass a team admin at this step itself) or afterward too.

When added to a team, a Compass admin is assigned a team admin role by default.

Compass admins can also configure a team even if they are not a member of the team.

User Default users can only access the configurations that they're part of, and they can only access the alerts that they have permission for. In other words, default users can manage the settings that will only affect themselves.

Roles and permissions matrix Team admin and User are the two predefined member roles that Compass provides for your team. The following table lists the associated permissions for each role:

サイト レベルの設定編集権限を持っていないチーム管理者がエスカレーション、スケジュール、または統合を追加すると、その設定は管理を担当しているチームに自動的に割り当てられます。管理者以外のユーザーは通常、これらのページに対する読み取り専用権限しか付与されません。

カスタム ロール

In addition, Compass product admins can create custom roles for their team members. Custom roles are only supported by Compass Premium plan. How to change your product plan

To work with custom roles for your team:

1. In Compass, go to Operations

2. Select General configuration, then Role creation.

3. Select Custom roles from the toggle.

カスタム ロールを作成する

カスタム ロールを作成するには、次の手順を実行します。

1. Select Create custom role at the top of the page.

2. [ロール名] フィールドにカスタム ロールの名前を入力します。

3. Select the permissions you want to grant the members with this role and deselect permissions you don’t want your members to have. There are two groups of permissions, one for alerts and the other for access

4. Select Create to save the custom role.

カスタム ロールを編集する

カスタム ロールを編集するには、次の手順を実行します。

1. Select the three dots menu on the right of the custom role and select Edit.

2. 必要に応じてロールの権限を変更します。

3. 更新を選択します。

カスタム ロールを削除する

To delete a custom role, select the three dots menu on the right of the custom role and select Delete. This action can’t be undone.

ユーザーに割り当てられているカスタム ロールは削除できません。

カスタム ロールを割り当てる

チーム メンバーにカスタム ロールを割り当てるには、次の手順を実行します。

1. In Compass, go to Operations.

2. Select General configuration, then Role assignment.

3. Select the drop-down under the User role column and select a custom role as applicable.