Roles

Each profile page displays information such as your group membership, last login, and links to change your passwords. For more information about the profile sidebar, see User Profile.

Roles control how you interact with xMatters, including which features you can access and which users you can contact. Roles control whether you can send notifications, manage other users, create workflows, configure xMatters, and more. You can view your roles from the Roles tab of the user profile.

If you cannot view and contact a certain user or access a specific feature, you likely do not have the required role. In this case, contact your supervisor or xMatters administrator to adjust your roles. For more information about xMatters default roles, see Default roles.

Some companies use custom roles or have modified the standard roles. This documentation describes the behavior of out-of-the-box roles.

The Roles page displays your roles or the roles of the user you're viewing.

To view your roles:
  1. Click your user name and then click Schedule to view your user profile.
  2. Click the Roles tab to display your roles.
To view another user's roles:
  1. Click Users and find the user using the search bar or available filters.
  2. Click the user name. The user's profile is displayed.
  3. Click the Roles tab to display the user's roles.

Each role enables you to perform specific functions in xMatters. The roles page lists the functions that are included in your assigned roles.

To work with functions:

  • View the function name and description to see which features it enables in xMatters.
  • Click the + button to see a more granular list of these features.
  • Click Associated Role next to the function name to see which assigned roles include the function. A function may be included in more than one role.

Users with permission can add adjust the roles of other users. The roles that you are able to assign to other users depend on the roles that are assigned to you. A user with the out-of-the-box Person Supervisor role cannot add or remove the Company Supervisor role from another user's profile. This is because the Person Supervisors role does not have permission to modify Company Supervisors.

To modify another user's roles:
  1. Click Users and find the user using the search bar or available filters.
  2. Click the user name. The user's profile is displayed.
  3. Click the Roles tab to display the user's roles, and then perform one of the following actions:
    • To add a role, click in the Roles area and select a role from the drop-down list. If you do not have permission to work with a role, it does not appear in this list.
    • To remove a role, click the x button next to the name of the role. If you do not have permission to work with a role, you cannot remove it.
  4. Click Save. The list of functions is updated to show the functions the user can access.