Technical Tip: Agent Upgrade Option Not Visible for Custom Roles in FortiSOAR

Description

This article describes the issue of the Upgrade action missing under the Agent Actions button in FortiSOAR. The user is unable to upgrade an agent due to the missing Upgrade action, despite having the correct permissions assigned.

Scope

FortiSOAR.

Solution

To resolve the issue of the missing Upgrade action for agents in FortiSOAR, follow these steps:

1. Navigate to Settings -> Roles and open the relevant role.

2. Locate the Agents module entry in the Role editor -> Set Field Permissions.

3. Confirm the access level currently set for Upgrade Message and Upgrade State as these should be set to Full.

4. Update the permissions under the Security module to include the required Update permission.

5. Save the role and have the affected user log out and back in, then retest the Agent Actions menu.

Note:
The Security module does not support granular, module-level permission separation. The permissions are applied at the Security module level rather than for individual features.