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Associate Roles to Categories

In Cora OpsManager, based on the roles assigned to the users, you may restrict the users from creating cases for a particular Category. The Roles are associated to Categories such that only the users with the specified roles are allowed to choose the category at the time of manual case creation.

NOTE:
In case no specific Role(s) is associated to a Category, then by default, all Roles are permitted to select the Category on Manual case creation.

To associate Roles to Categories, follow the steps below:

  1. On Flowtime, go to Ops Manager Admin > Category-Role Association
  2. From the list, select the category to which roles are to be associated.
  3. Click + Add New Role.
  4. From the drop-down, select the Role to be associated to the Category. This list displays all the roles available in Cora OpsManager.
  5. Click .

You can also add new roles to Cora OpsManager from this page. Click the link on To add role click here. An Employee Roles pop-up window appears. Click + Add New Record to add a new role.