Managing Roles

By default, Zerto contains several roles. You can create new roles, edit the privileges associated with a role, or delete roles. The following roles are provided by Zerto:

Admin: Can perform all functions. These include performing a test failover, live failover, or move, managing cloud connectors, VPGs, VRAs, the protected and recovery sites, and viewing information.
Builder: Can manage VPGs and view information.
User: Can perform a test failover, live failover, or move, and view information.
Viewer: Can view information provided by Zerto.
Note: Zerto extracts user information from the local Active Directory (AD) domain.

To create a new role:

1. Select the Permissions tab.

2. Click Manage Roles.

The Roles dialog is displayed.

3. Click NEW ROLE.

The Add New Role dialog is displayed.

4. Enter the name of the new role and its description.
5. Select the privileges that will be assigned to the role.
6. Click SAVE.

The new role and its description is saved and displayed in the Roles dialog.

Every role includes the View only privilege. If it is not set, it is automatically added to the role when the role is saved.

7. Click CLOSE.

See also:

Enabling Role-based Permissions
Managing Privileges, Roles, and Authorizable Entities

To edit a role:

1. Select the Permissions tab.
2. Click Manage Roles.

The Roles dialog is displayed.

3. Select the role to edit and click EDIT.

The Edit Role dialog is displayed.

4. Update the role description or privileges.

Every role includes the View only privilege. If it is unset, it is automatically added to the role when the role is saved.

5. Click SAVE.

The updated role is saved and displayed in the Roles dialog.

6. Click CLOSE.

See also:

Enabling Role-based Permissions
Managing Roles
Managing Privileges, Roles, and Authorizable Entities

To delete a role:

1. Select the Permissions tab.
2. Click Manage Roles.

The Roles dialog is displayed.

3. Select the role to delete and click DELETE.
4. In the warning, click YES.

The role is deleted and the Roles dialog is displayed again without the role.

5. Click CLOSE.

See also:

Enabling Role-based Permissions
Managing Roles
Managing Privileges, Roles, and Authorizable Entities