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4.3
4.3
  • Unifi User Documentation
  • Install
    • Release Notes
      • Unifi 4.3 Release Notes
      • Unifi 4.2 Release Notes
      • Unifi 4.1 Release Notes
      • Unifi 4.0 Release Notes
      • Unifi 3.1 Release Notes
      • Unifi 3.0 Release Notes
      • Unifi 2.2 Release Notes
      • Unifi 2.1 Release Notes
      • Unifi 2.0 Release Notes
    • Install or Upgrade
      • Global Utility
      • Hotfix
  • Configure
    • Integration Designer
    • Processes
    • Integrations
    • Connections
    • Messages
    • Message Scripts
    • Fields
    • Field Maps
    • Response Actions
    • Event Actions
    • Datasets
      • Create a New Dataset
      • Dataset Extras
    • Polling
      • Pollers
      • Poll Processors
    • Administration
      • Activity Logs
      • Data Stores
      • Properties
      • Scheduled Scripts
      • System Logs
    • Attachments
      • Extracting Attachments
      • Fetching Attachments
      • Embedded Attachments
    • Scripting
      • Snippets
      • Variables
    • Documentation
    • How to guides
      • How to Handle Attachments
        • Message
        • Scripted REST Resource
        • Test AddAttachment
      • How to Manually Close a Bond
      • How to Poll for Large Response Payloads
      • How to Setup an OAuth Connection
        • Identity Provider Instance
        • Identity Consumer Instance
        • OAuth Refresh Token Job
      • How to Setup Heartbeat Messages
  • Deploy
    • Package
    • Instance Clone
  • Operate
    • Bonding
      • Bonds
      • Bonded Attachments
    • Transport
      • Snapshots
      • Transactions
      • Stages
      • HTTP Requests
      • Dataset Requests
      • Poll Requests
    • Error Handling
      • Integration Pause and Resume
      • Integration Repair
      • Request Retry
      • Transaction & Request Replay
      • Transaction Ignore
  • Test
    • Overview
    • Integration Test
    • Test Scenario
    • Test Scenario Data
    • Test Result
    • Test Scenario Result
    • Generating Tests
    • Running Tests
    • Exploring Results
  • Integration Guides
    • Outbound Incident Guide
      • Getting Started
      • Process
      • Integration
      • Connection
      • Create Scenario
        • CreateIncidentResponse Message
        • CreateIncidentResponse Fields
        • CreateIncident Message
        • CreateIncident Fields
        • Trigger
        • Test CreateIncident
      • Update Scenario
        • Response Message
        • UpdateIncident Message
        • UpdateIncident Fields
        • Test UpdateIncident
      • Resolve Scenario
        • ResolveIncident Message
        • ResolveIncident Fields
        • Test ResolveIncident
      • Build - Integration Level
      • Conclusion
    • Bidirectional Asynchronous Incident Guide
      • Getting Started
      • Process
      • Web Service
      • Integration
      • Connection
      • Create Scenario
        • Response Message
        • CreateIncidentReceipt Message
        • CreateIncidentReceipt Fields
        • CreateIncident Message
        • CreateIncident Fields
        • Trigger
        • Test CreateIncident
      • Update Scenario
        • Receipt Message
        • UpdateIncident Message
        • UpdateIncident Fields
        • Test UpdateIncident
      • Resolve Scenario
        • ResolveIncident Message
        • ResolveIncident Fields
        • Test ResolveIncident
      • Build - Integration Level
      • Build the Other Half
        • Move the Integration
        • Reconfigure the Connections
      • Conclusion
    • Incident Update Poller Guide
      • Polling
        • Poll Processor
        • Poller
      • Inbound Message
        • UpdateIncidentInbound Message
        • UpdateIncidentInbound Fields
      • Message Identification
      • Bond Identification
        • Edit Incident Form
        • Edit CreateIncident Message
      • Test Update Poll
      • Conclusion
    • Incident Multiple Message Poller Guide
      • Polling
        • Poll Processor
        • Poller
      • Inbound Messages
        • ResolveIncidentInbound Message
        • ResolveIncidentInbound Fields
      • Testing
        • Test UpdateIncidentInbound
        • Test ResolveIncidentInbound
      • Conclusion
    • Incident Create Poller Guide
      • Polling
        • Connection Variables
        • Poll Processor
        • Poller
      • Messages
        • CreateIncidentInboundReceipt Message
        • CreateIncidentInboundReceipt Fields
        • CreateIncidentInbound Message
        • CreateIncidentInbound Fields
      • Build - Integration Level
      • Test Create Poll
      • Conclusion
    • Incident Parent and Child Poller Guide
      • Polling
        • Connection Variables
        • Child Poll Processor
        • Child Poller
        • Parent Poll Processor
        • Parent Poller
      • Inbound Messages
      • Testing
        • Test UpdateIncidentInbound
        • Test ResolveIncidentInbound
      • Conclusion
    • Incident Attachment Poller Guide
      • Polling
        • Connection Variables
        • Edit Endpoint URLs
        • Get Attachment Poll Processor
        • Get Attachment Poller
        • Select Attachments Poll Processor
        • Select Attachments Poller
        • Edit Child Poll Processor
        • Edit Child Update Poller
      • Messages
        • AddAttachmentInbound Message
      • Testing
        • Test Outbound Scenarios
        • Test CreateIncidentInbound
        • Test UpdateIncidentInbound
        • Test ResolveIncidentInbound
        • Test AddAttachmentInbound
      • Conclusion
  • Troubleshooting
    • Attachments
      • Inbound SOAP/Base64 attachments stopped working
      • New record attachments are not sent from Portal
      • Special characters in attachment file names
    • Datasets
    • Development
      • Bonding to existing records
      • Copying an existing Unifi trigger rule doesn't work
      • Duplicate messages being sent
      • Deleted records are not packaged
      • Multipart Form Data
      • Undefined error when building an integration
    • Diagnostic
    • Installation
      • Latest version of Unifi not accessible
    • Integration Responses
      • Transaction has been processed already
      • Initiating transaction not found for inbound receipt
      • Message has already been processed
      • Message ID not found
      • Message is not valid for this bond
      • Message name not recognised
      • No retry for requests with 401 response
      • Unable to identify message name from request
    • Other
      • Dynamic stage does not render
      • Duplicate bonds on Request integrations
    • Self-test
  • About
    • Quick Tour
    • Roles
    • Supported Features
    • Application Modules
    • Data Model
    • Transport Data Flow
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  • Application Roles
  • Unifi Admin [x_snd_eb.admin]
  • Unifi Manager [x_snd_eb.manager]
  • Unifi User [x_snd_eb.user]
  • Unifi Integration [x_snd_eb.integration]
  • System Roles
  • System Admin [admin]
  • ITIL [itil]

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  1. About

Roles

Unifi includes several roles which can be used to delegate and control what users are able to do.

Application Roles

Unifi Admin [x_snd_eb.admin]

The Unifi Admin role can be useful where configuration of integrations is delegated to specific users who should not have full admin access. These users will have access to configure all integrations in Unifi. This is normally the role that would be used in Production.

We recommend using the out-of-box System Admin [admin] role to configure integrations in your development environment. Integrations often require new fields or process changes which cannot be made without it.

Unifi Manager [x_snd_eb.manager]

The Unifi Manager role is designed for users who are managing operations in your Production instance. Users with this role will not be able to configure integrations, but they will be able to see all the configuration and manage operational functionality such as manual replay.

Unifi User [x_snd_eb.user]

Users with the Unifi User role are granted read-only access to transactional information on integrations to aid them in their supporting your business and customers. This role is only necessary when the Read-only Role does not apply.

Unifi Integration [x_snd_eb.integration]

The Unifi Integration role allows user accounts that represent an integration to be identified and gives them access to Unifi web services. It is required for inbound integration users who are specified on a Unifi Connection.

System Roles

System Admin [admin]

Integrations should be configured in your development instance and this is normally done by developers with the out-of-box system admin role. The developer will have full access to see and configure everything necessary for your integrations to function.

Users with the ServiceNow System Admin role do not require other roles.

ITIL [itil]

The ITIL role is an out-of-box role that is assigned to your ITSM staff so they can view and manage tickets. By default, this role grants the same access to transaction information as the Unifi User [x_snd_eb.user] role.

Choose a different role by configuring the system property Read-only Role [x_snd_eb.read.role]. The default value is "itil".

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Last updated 6 months ago

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