Links

Role Based Access Control

Understanding the Roles and Access Controls for Teams and Custom Roles
Roles are a set of permissions granted that are specific to the Team that the user is a member of. There are pre-defined Roles that can be directly assigned to the members of the Team. If one wants to define Custom Roles, that is also doable.
It is critical to thoroughly note that Roles are Team-specific, that is, Roles will allow you specific abilities for just that Team that you are a part of.

Default Types of Roles and Abilities

There are 4 different default Roles that can be assigned to a Team member in Squadcast. See below to understand what they are, along with their abilities.

1. Manage Teams

This Role will allow you to manage just this Team. The abilities are:
Entity
Abilities
Teams
read update delete

2. Admin

Entity
Abilities
Escalation Policies
create read update delete
Postmortems
create read update delete
Runbooks
create read update delete
Schedules
create read update delete
Services
create read update delete
SLOs
create read update delete
Squads
create read update delete
Status Pages
create read update delete
Team analytics
read
Webforms
create read update delete

3. User

Entity
Abilities
Escalation Policies
read update
Postmortems
read update
Runbooks
read update
Schedules
read update
Services
read update
SLOs
read update
Squads
read update
Status Pages
read update
Team analytics
read
Webforms
read update

4. Observer

Entity
Abilities
Escalation Policies
read
Postmortems
read
Runbooks
read
Schedules
read
Services
read
SLOs
read
Squads
read
Status Pages
read
Team analytics
read
Webforms
read
Important: Stakeholders can be added with only ObserverRole within a Team.

Manage Roles and Abilities

Follow the steps below to manage Roles for a Team:
  1. 1.
    Click on Settings in the sidebar
How to manage role and abilitis in Squadcast
2. Click on Teams from the secondary navigation menu and select the Team you want to manage Roles and Access Controls for
Assign access to teams in squadcast
3. Click on Roles from the horizontal menu and you will have the option to edit or delete the Roles and Access Controls via the More Option
How to edit the roles in Squadcast
Note: Roles are Team specific, i.e. roles will allow you specific abilities for just that team that you’re a part of.

Custom Roles

There might be situations where the predefined Roles and Abilities available for members of a Team in Squadcast, by default, are not sufficient or that they do not align with how you want your Team members to be organized (in terms of Access Controls).
In such situations, you can either choose to modify one of the default Roles itself or you can create Custom Roles to provide special, customised permissions to specific types of users in your Organization for that Team.
It is critical to thoroughly note that only members of the Team with Manage Team Role permissions can create and manage Custom Roles.

Creating a Custom Role

Follow the steps below to create a Custom Role for a Team:
  1. 1.
    Click on Settings in the sidebar
how to create custom rules in Squadcast
2. Click on Teams from the secondary navigation menu and select the Team for which you want to add the Custom Role
how to assign custom role to team in Squadcast
3. Click on Roles from the horizontal menu and scroll down to the bottom of the page
Add new team role in Squadcast
4. Click on Add new team role. Here:
  • Give the Custom Role a Name indicating the Role type
  • Next, for the available Entities (Escalation Policies, Postmortems, Schedules, Services, Squads, Status Pages), select the Access Controls (read, create, update, delete)
5. Click on Save to create the new Custom Role for the Team
Assign custom role to team in Squadcast