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How to Configure Support Automation Role Permissions

You can configure CA SDM roles to have Support Automation permissions. You can set role permissions by configuring Support Automation access levels for analysts and privacy levels for end users in your live assistance environment as follows.

  1. Configure the appropriate access levels for analysts in your live assistance environment.

    You create analyst access levels to manage analyst permissions in your system, such as enabling and disabling specific Support Automation Analyst Interface tools.

  2. Configure the appropriate privacy levels for end users in your live assistance environment.

    You create privacy levels to manage end-user access levels in your system.

  3. Assign access levels to roles.

    You assign end-user privacy levels and analyst access levels to roles in your environment.

Note: For detailed information about creating and modifying Support Automation access levels for analysts and configuring security levels for end users, see the Online Help.