User Roles and Permissions

Overview of user and administrator roles

Zluri offers multiple admin and user roles. Here is a brief rundown of each role:

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For a complete list of what each user role can accomplish, check out the roles and permissions table below.

Owner: The owner has read-write access to all modules.

Admin: Admins have read-write access to all modules, but cannot modify the Owner account.

Super User: Super users have read-write access to all modules except Audit Logs and Settings.

IT Admin: IT admins have read-write access to all modules except the Transactions module. They can add applications and users, assign users to applications, add departments, and assign owners to applications.

Finance Admin: Finance admins have read-write access to the Overview, Transactions, and Integrations modules in Zluri. They can add transactions, map those transactions to applications, and archive transactions.

Procurement Admin: Procurement admins have read-write access to the Overview, Transactions, and Licenses modules.

Security Admin: Security admins have read-write access to the Security, Reports, and Application Overview modules.

Integration Admin: Integration admins have read-write access to the Integration and Workflow modules.

Budget Admin: Budget admins have read-write access to the Chargebacks, Contract Management, and Employee App Catalog modules.

IT Viewer: IT viewers have read-only access to the Overview, Applications, Users, and Departments modules.

Viewer: Viewers have read-only access to all modules, but lack permissions to take actions in them.

Roles and permissions table

Here is a complete list of what each role can (and cannot) do:

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The table below is too wide to fit on most screens. Scroll horizontally to see all the available roles.

PermissionOwnerAdminViewerIT adminFinance adminProcurement adminIntegration adminSuper userIT viewerSecurity admin
Update certification🟢🟢🔴🟢🔴🔴🔴🟢🔴🔴
View certifications🟢🟢🟢🟢🔴🔴🔴🟢🔴🔴
Employee view certifications🟢🟢🟢🟢🔴🔴🟢🟢🟢🟢
Update access request admins🟢🟢🔴🔴🔴🔴🔴🔴🔴🔴
Update automation rules🟢🟢🔴🟢🔴🔴🔴🟢🔴🔴
View automation rules🟢🟢🟢🟢🔴🔴🔴🟢🔴🔴
View & update organization details🟢🟢🔴🟢🔴🔴🔴🔴🔴🔴
View administrators🟢🟢🟢🟢🔴🔴🔴🔴🔴🔴
Update administrators🟢🟢🔴🟢🔴🔴🔴🔴🔴🔴
View agents🟢🟢🟢🟢🔴🔴🔴🟢🟢🔴
Update agents deployments🟢🟢🔴🟢🔴🔴🔴🟢🔴🔴
View application information🟢🟢🟢🟢🔴🔴🔴🟢🟢🔴
Update application information🟢🟢🔴🟢🔴🔴🔴🟢🔴🔴
View audit logs🟢🟢🟢🟢🔴🔴🔴🟢🟢🟢
Update Audit logs🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴
Update LCM automation rules🟢🟢🔴🟢🔴🔴🟢🟢🔴🔴
View LCM automation rules🟢🟢🟢🟢🔴🔴🟢🟢🔴🔴
View chargebacks🟢🟢🟢🔴🟢🟢🔴🟢🔴🔴
Update chargeback settings🟢🟢🔴🔴🟢🟢🔴🟢🔴🔴
Common Functions - View🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢
Common Functions - Update🟢🟢🔴🟢🟢🟢🟢🟢🔴🟢
Update contracts, vendors🟢🟢🔴🟢🔴🟢🔴🟢🔴🔴
View contracts, vendors🟢🟢🟢🟢🔴🟢🔴🟢🔴🔴
View user information🟢🟢🟢🟢🔴🔴🔴🟢🟢🔴
Update user information🟢🟢🔴🟢🔴🔴🔴🟢🔴🔴
Update directory management🟢🟢🔴🟢🔴🔴🔴🔴🔴🔴
View directory management🟢🟢🟢🟢🔴🔴🔴🔴🔴🔴
Update app catalog settings🟢🟢🔴🟢🔴🔴🔴🟢🔴🔴
View catalog applications🟢🟢🟢🟢🔴🔴🟢🟢🟢🟢
Update access request🟢🟢🟢🟢🔴🔴🟢🟢🟢🟢
View integration🟢🟢🟢🟢🟢🔴🟢🟢🔴🔴
Update integration🟢🟢🔴🟢🟢🔴🟢🟢🔴🔴
Update notification configurations🟢🟢🟢🟢🟢🔴🔴🟢🔴🔴
View Notifications🟢🟢🟢🟢🔴🔴🟢🟢🟢🟢
Update optimization settings🟢🟢🔴🟢🔴🔴🔴🟢🔴🔴
View optimization data🟢🟢🟢🟢🔴🔴🔴🟢🔴🔴
View overview🟢🟢🟢🟢🟢🟢🔴🟢🟢🔴
View & update profile details🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢
View reports🟢🟢🟢🟢🟢🔴🔴🔴🟢🔴
Update reports schedules🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴
View security🟢🟢🟢🟢🔴🔴🔴🟢🔴🟢
Update security details🟢🟢🔴🟢🔴🔴🔴🟢🔴🟢
Update spend Automations🟢🟢🔴🔴🟢🟢🔴🟢🔴🔴
View spends🟢🟢🟢🔴🟢🟢🔴🟢🔴🔴
Update spends🟢🟢🔴🔴🟢🟢🔴🟢🔴🔴
Update SAML configurations🟢🟢🔴🟢🔴🔴🔴🔴🔴🔴
View Support portal Details🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴
View Task Dashboard🟢🟢🟢🟢🔴🔴🔴🟢🟢🔴
Update Task Dashboard🟢🟢🔴🟢🔴🔴🔴🟢🔴🔴
Update task on employee view🟢🟢🟢🟢🔴🔴🟢🟢🟢🟢
Update workflows🟢🟢🔴🟢🔴🔴🟢🟢🔴🔴
View workflows🟢🟢🟢🟢🔴🔴🟢🟢🔴🔴