Assigning Roles

Once you have created a CloudM Automate role, you can use the Role Assignment tab to add and remove assignments from Users, Groups, and Organisational Units.

Assign a role

1. On the Settings > Roles screen, select the role you wish to assign.
2. Select the Assigned Users tab.
3. Select Add New Assignment and choose whether you are assigning the role to an Org Unit, User Profile, Group, Service Account, External Profile, or External Group.
4. Select the Name field and choose the holder you want to apply the role to.
5. Set Org Unit to the top level OU or domain.
6. Select Add.
7. The holder will appear in the table on the Assigned Users tab, which lists all holders assigned to the selected role.

Search for assigned roles

If you need to find out what roles a particular holder (User, Group, or Org Unit) has assigned, navigate to the informational panel for the holder and select Actions > Automate Roles. This information is displayed in the Role Assignments list.

Export data

You can export the entire list (or the entire search results) to a CSV file or Google Sheet by selecting Export.

Remove an assignment

To remove a role from a specific holder, select the Remove button next to the holder on the Assigned Users tab. You will be prompted to confirm the removal.

Assign roles using search results

You can use a search query to find all required users, then select Assign Roles from the Actions menu in the top right.