Role-based access for multi vendor users#

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Overview#

Role access profiles define the permissions that allow users to access services and resources.

Validation checks#

When provisioning multi vendor services, the system runs validation checks for multi vendor user against each of four tiers in the system, at the relevant hierarchy. The service must be enabled at each tier before the system allows access to the service:

Validation

Interface

Description

  1. Global Settings

Admin Portal

Go to Global Settings (Enabled tab).

Enable the service type at the user’s hierarchy level, or above.

  1. Entitlement profile

Admin Portal

Go to the Profiles page.

Enable the service in the entitlement profile assigned to the user, at the relevant site. Services can only be provisioned to a user if their entitlement profile allows those services. The entitlement profile lists the provisioning vendor (per service).

  1. Device management

Admin Portal

Go to the Servers page.

The relevant servers must be installed and configured before a service can be provisioned. For example, a UCM server must be installed before UCM services, such as phones, can be provisioned. If you have two or more vendors provisioning devices, Automate verifies that the required servers and devices are configured and available for your system.

  1. Field display policy

Admin Portal

Configure multi vendor FDP via Field Display Policies

Clone and edit the default multi vendor user field display policy (default name: MultiVendorFDP).

Multi vendor user access validation example#

In this example scenario, a customer admin (or higher) provides a user with site admin role with the ability to view and edit user voice services. The customer admin wants to control the actions the site admin may perform.

  • Only the Cisco Voice service is enabled for this site admin

  • The site admin may edit user services

  • The site admin may not add or delete user services

The table describes the configuration steps to set up this scenario, and the result:

Configuration steps

  1. Ensure the system has multi vendor user functionality installed.

  2. At customer level or above, in the Global Settings (Enabled Services tab), enable Cisco UCM only.

  3. In the Entitlement Profile for this user, enable Cisco UCM Voice Service only.

  4. At site level, configure the multi vendor user field display policy for the profile:

    • Remove all service cards except Voice.

    • Remove Add/Delete fields from the Quick Actions panel.

Result

The site admin logs in to a multi vendor user enabled system, at the relevant site hierarchy, and:

  • Is unable to add or delete services. Only Edit is available in the Quick Actions

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