Manage Roles

In order to manage the servers that you have added, you'll need to create a Role. Think of a Role the combination of the system user, the services the user or users will manage and the servers the services are running on. The first step is to create a Role.  Once the Role is created, you can assign users to it either via the Current Users button in this pane, or under the Manage Users screen.

Creating a Role

1. To create a role, first select Manage Roles. You will see the Role Management screen:
   

1. Next, click Add, and fill in the text boxes for Role Name and Description. Click Save

   Note: Role names are limited to 50 characters, and cannot contain any of the following characters: /:*?"<>|'

2. After clicking Save, there will be two buttons in a row next to the new Role Name, under the headings Services & Servers and Current Users. 
3. Click on the Services & Servers button. You will see the screen to select Services and Servers to add to your role:
   
4.  Check the check box for the services you want to manage from the Available Services field to add them to the role.  These will be added dynamically - no need to click a Save button. As you add Services and Servers to the role, you will see the output at the bottom of the pane.
   
5. To add servers for any selected service, click the service name. In the Available Servers list, hilight the servers you want to add to the role, and click the ">" button to move the to the Assigned Servers list. Note: you must move servers from the Available field to the Assigned field for each service you selected in the Available Services list. 
6. Under Additional Options are the Team Lead options. These allow you to delegate the ability to manage Servers, Roles and Users to a Role. This allows non-admin users to be able to do these administrator functions.
7. Now you are done adding services to servers, and you can proceed to the final step in setting up NetDirector, which is Managing users.

Adding Existing users to a Role:

1. Click on the Current Users button for the role you wish to add users to. This will show the Role Management Users screen:
2. Select the user or users you want to add from the "Available Users" list.
   
3. Click the ">" button to move the selected users to the "Assigned Users" list.
4. The users get added dymanically, so you do not need to save the changes. Click Close to exit the screen.