Role permissions by components

Learn how to manage role permissions in Cortex XDR.

You can manage role permissions in Cortex XDR, which are listed by the various components according to the sidebar navigation in Cortex XDR. Dataset permissions are also included for custom roles. Some components include additional action permissions, such as pivot (right-click) options, to which you can also assign access to, but only when you’ve given the user View/Edit permissions to the applicable component. Whenever you create a new role or edit an existing role, these role permissions are configurable for all Cortex XDR apps and services in the Components tab of the Create Role window on the Roles page. For more information, see Manage user roles.

Note

Cortex XDR provides predefined Palo Alto Networks roles, which have set role permissions. For more information, see Default PANW roles.

The following table explains for each Cortex XDR component and additional action permissions, which are listed according to the sidebar navigation headings, the pages that can be accessed with this role permission with the detailed edit permissions available on each page, and any additional information you should know about the role permissions for this component.

Dashboards & Reports

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Dashboards	—	Dashboards & Reports → Dashboard → Data Ingestion dashboard Change mode Edit Mark as default Save as report template Dashboards & Reports → Customize → Dashboards Manager New Edit Save as new Set as default Save as a report Private/public Disable Delete	Dashboards & Reports → Customize → Widget Library is displayed when the user role permissions is set to at least one of the following: Dashboards: View/Edit Reports: View
Ingestion Monitoring	—	Dashboards & Reports → Dashboard → Data Ingestion Dashboard No detailed View/Edit permissions
Reports	—	Dashboards & Reports → Reports Delete Dashboards & Reports → Customize → Reports Templates New Delete Edit Generate Report Save as new	Customize → Widget Library is displayed when the user role permissions is set to at least one of the following: Dashboards: View/Edit Reports: View

Incident Response

Incident & Alerts

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Alerts & Incidents	—	Incident Response → Incidents All actions Incident Response → Incidents → Alerts Table → Alerts All actions Incident Response → Incident Configuration All actions

Investigation

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Query Center	—	Incident Response → Investigation → Query Builder Pivot to XQL Query Builder (editor). Incident Response → Investigation → Query Center Show results Rename Save query results Schedule queries Remove queries Incident Response → Investigation → Scheduled Queries Show executed queries Edit Remove Rename Disable Detection & Threat Intel → Detection Rules → BIOC → BIOC Rules Add BIOC with View/Edit permissions for the Query Center. Detection & Threat Intel → Detection Rules → Correlations → Correlation Rules Add Correlation with View/Edit permissions for the Query Center. Settings → Configurations → Data Management → Compute Units Usage View only as an informative page with View permissions for the Query Center.	Editing BIOC and Correlation Rules requires View/Edit permissions for both the Incident Response → Investigation → Query Center and Detections & Threat Intel → Detections → Rules (see below)
Personal Query Library	—	Incident Response → Investigation → Query Builder → XQL Search to access your personal queries in the Query Library tab. Save to library Edit Labels Description Private/public
Forensics	—	Incident Response → Investigation → Forensics, where all pages related to Forensics are accessible and all actions can be performed.
Host Insights	—	Incident Response → Investigation → Host Inventory Can open in asset view without being able to perform any actions. Assets → Vulnerability Assessment Exclude Add comment Asset View from Quick Launcher → IP View, and pivot (right-click) from a host with a Cortex XDR agent installed.

Response

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Action Center	✓	Incident Response → Response → Action Center
	Isolate ✓	Incident Response → Response → Action Center → All Actions → New Action and from the Define an Action page, select Isolate. Endpoints → All Endpoints, and pivot (right-click) from a host with a Cortex XDR agent installed, and select Security Operations → Isolate Endpoint. Incident Response → Incidents → Executions tab All actions
	Terminate Process ✓	Causality chain view is available from the Alerts table (Incident Response → Incidents → Alerts Table), or from the Query Results after running a query on the related data. From both of these places, you can pivot (right-click) to the causality chain view from any row in the table and select: Investigate Causality Chain → Open Card in new tab Investigate Causality Chain → Open Card in same tab
	Quarantine ✓	Causality chain view is available from the Alerts table (Incident Response → Incidents → Alerts Table), or from the Query Results after running a query on the related data. From both of these places, you can pivot (right-click) to the causality chain view from any row in the table and select: Investigate Causality Chain → Open Card in new tab Investigate Causality Chain → Open Card in same tab
	File Retrieval ✓	Incident Response → Response → Action Center → All Actions → New Action and from the Define an Action page, select Files Retrieval. Endpoints → All Endpoints, and pivot (right-click) from a host with a Cortex XDR agent installed, and select Security Operations → Retrieve Endpoint Files. Incident Response → Incidents → Executions tab Retrieve Support File
	File Search ✓	Incident Response → Incidents → Key Assets & Artifacts tab, and search for a file.
	Destroy Files ✓	Incident Response → Response → Action Center → All Actions → New Action and from the Define an Action page, select Destroy file. All actions
	Allow List/Block List ✓	Incident Response → Response → Action Center → All Actions → New Action and from the Define an Action page, select either: Add to block list Add to allow list Incident Response → Response → Action Center → Currently Applied Actions → Block List Disable Move to Allow List Edit Comment Delete Incident Response → Response → Action Center → Currently Applied Actions → Allow List Disable Move to Block List Edit Comment Delete
	Disable Response Actions ✓	Endpoints → All Endpoints, and pivot (right-click) an endpoint that isn't an iOS endpoint, and select Endpoint Control → Disable Capabilities.
	Remediation ✓
	Delete Quarantined Files	Incident Response → Response → Action Center → Currently Applied Actions → File Quarantine Delete
EDL	—	Incident Response → Response → EDL Add Delete
Agent Scripts Library	✓	Incident Response → Response → Action Center → Agent Script Library
	Run Standard Script ✓	Incident Response → Response → Action Center → Agent Script Library, and any script from the Scripts Library table, where the Outcome column is set to Standard, you can select: Run Incident Response → Response → Action Center → All Actions+New Action, and from the Choose page, select Run Endpoint Script. The standard scripts are available in the Scripts list to select from.
	Run High-Risk Script ✓	Incident Response → Response → Action Center → Agent Script Library, and any script from the Scripts Library table, where the Outcome column is set to High Risk, you can select: Run Incident Response → Response → Action Center → All Actions+New Action, and from the Choose page, select Run Endpoint Script. The high-risk scripts are available in the Scripts list to select from.
	Script Configurations ✓	Incident Response → Response → Action Center → Agent Script Library New Script Edit Save as new Delete Download definitions file
Live Terminal	—	Incident Response → Response → Live Terminal Incident Response → Incidents → Executions tab Endpoints → All Endpoints, pivot (right-click) from a host with a Cortex XDR agent installed, and select Security Operations → Initiate Live Terminal.
Automation Rules	—	Incident Response → Response → Automation → Automation Rules All actions

Detections & Threat Intel

Detections

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Rules	✓	Detection & Threat Intel → Detection Rules → IOC → IOC Rules Add IOC Edit Disable Delete Add to EDL Detection & Threat Intel → Detection Rules → BIOC → BIOC Rules Add BIOC Import Rules Disable Save as new Open in Query Builder Detection & Threat Intel → Detection Rules → Correlations → Correlation Rules Add Correlation Exclude Rule Disable Edit Save as new Delete Detection & Threat Intel → Detection Rules → Exceptions New Exception Import Exceptions Edit Delete Export	Editing BIOC and Correlation Rules requires View/Edit permissions for both the Incident Response → Investigation → Query Center (see above) and Detections & Threat Intel → Detections → Rules
	Prevention Rules ✓	Detection & Threat Intel → Threat Intel Management → Indicator Rules Add Rule > Prevention Rule Add Rule > Detection Rule Detection Rules → BIOC, select one or more BIOC rules, and right-click: Add selection to restrictions profile (only agent-supported) rules Endpoints → Policy Management → Prevention → Profiles, click Add Profile, and select whether to create a new profile or import a profile from a file. Select the applicable platform, and Restrictions as the profile type. When you continue configuring the restrictions profile, the following section is displayed: Custom Prevention Rules
	Request WildFire Verdict Change ✓	From a WildFire report, you can click Report Verdict as Incorrect, and under Suggested Verdict, suggest a new verdict. Open a WildFire report from: Incident Response → Incidents → Key Assets & Artifacts tab, and under Artifacts, identify a file with a WildFire verdict and click Wildfire Analysis Report Incident Response → Incidents → Alerts Table → Alerts, hover over the alert, and Investigate. You can open the WildFire report of any file included in the alert Causality Chain.

Assets

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Network Configuration	—	Assets → Network Configuration → IP Addresses Ranges Edit Delete Assets → Network Configuration → Internal Domain Suffixes Edit	You can only edit and delete new IP address ranges added, and not the out-of-the-box IP addresses.
Compliance	—	Assets → Cloud Compliance → Compliance Violation table Dashboards & Reports → Dashboard → Compliance Violation
Asset Inventory	—	Assets → Asset Inventory All actions Assets → Asset Scores All actions Assets → Cloud Inventory → All Cloud Assets All actions	Assets → Asset Scores is displayed when the user role permissions is set to: Incident Response → Incident & Alerts → Alerts & Incidents
Asset Roles Configuration	—	Assets → Asset Roles Configuration All actions

Endpoints

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Endpoint Administrations	✓	Settings → Exceptions Configuration All actions
	Endpoint Management ✓	Endpoints → All Endpoints Locate one or more endpoints, right-click and select: Endpoint Control → Perform Heartbeat Select one or more endpoints that you want to force the check-in of, and right-click + Alt to open the options menu in advanced mode, and select Endpoint Control → Force Check-in. Select one or more agents that you want to restart, and right-click + Alt to open the options menu in advanced mode, and select Endpoint Control → Restart Agent. Endpoint Control → Change Endpoint Alias Endpoint Control → Upgrade Agent Version Endpoint Control → Set Agent Proxy Endpoint Control → Uninstall Agent Endpoint Control → Delete Endpoint Endpoint Control → Exclude endpoints from auto upgrade Endpoint Control → Include endpoints in auto upgrade
	Retrieve Endpoint Data ✓	Endpoints → All Endpoints Locate one or more endpoints, right-click and select Endpoint Control → Retrieve Support File.
	Endpoint Scan ✓	Endpoints → All Endpoints Locate one or more endpoints, right-click and select: Security Operations → Initiate Malware Scan Security Operations → Abort Malware Scan
	Change Managing Server ✓	Endpoints → All Endpoints Select one or more agents that you want to move to the target server, and right-click + Alt to open the options menu in advanced mode, and select Endpoint Control → Change managing server.
	Pause Protection ✓	Endpoints → All Endpoints Select the endpoints you want to pause protection on, right-click and select Endpoint Control → Pause Endpoint Protection.
	Endpoint Token Management ✓	Endpoints → All Endpoints On the top right corner of the screen, the Tokens and Passwords icon is displayed, which you can left-click and select: Retrieve Token Retrieve Support File Password
Endpoint Groups	—	Endpoints → Endpoint Groups Add Group View endpoints Edit Delete Save as new Export group
Endpoint Prevention Policies	—	Endpoints → Policy Management → Prevention → Policy Rules View Policy Details Edit Save As New Disable Delete
Global Exceptions	—	Endpoints → Policy Management → Prevention → Global Exceptions All actions
Endpoint Profiles	—	Endpoints → Policy Management → Extensions → Profiles Add Profile Edit Profile Save As New Delete
Endpoint Extension Policies	—	Endpoints → Policy Management → Extensions Policy Rules: View Policy Details Edit Save As New Disable Delete Profiles Add Profile Edit Profile Save As New Delete Device Permanent Exceptions All actions Device Temporary Exceptions All actions
Endpoint Installations	—	Endpoints → Agent Installations Create Edit Delete 64 bit installer 32 bit installer Hide this row Show rows
Host Firewall	—	Endpoints → Host Firewall → Rule Groups New Group Edit Group Save As New Disable Group Delete Group Export Group Rules Import Group Rules Show rows Hide rows Endpoints → Host Firewall → Host Firewall Events Collect Detailed Host Firewall Logs	Users can still view Extensions profiles when the type is set to host firewall.
Device Control	✓
	Device Control Rules ✓	Endpoints → Device Control Violations Add device to permanent exceptions Add device to temporary exceptions Add device to a profile exception
	Device Control Exceptions ✓	Endpoints → Policy Management → Extensions Policy Rules Profiles Device Permanent Exceptions Device Temporary Exceptions

Configurations

General Settings

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Auditing	—	Settings → Management Audit Logs No detailed View/Edit permissions Settings → Agent Audit Logs No detailed View/Edit permissions Settings → XDR Collector Audit Logs	XDR Collector Audit Logs requires a Cortex XDR Pro per GB license.
Alert Notification	—	Notifications
General Configuration	—	Settings → Configurations → General → Server Settings Timezone: Edit timezone Timestamp Format Edit timestamp format Email Contacts Add Define the incidents target MTTR per incident severity Set the days and hours Impersonation Role Edit impersonation role

Cortex XDR - Analytics

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
On-demand Analytics	—	Settings → Configurations → Cortex XDR - Analytics Enable Identity Analytics

Data Broker

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Broker Service	✓	Settings → Configurations → Data Broker → Broker VMs Add Broker → Download any of the broker images Add Broker → Generate Token All applet actions
	Pathfinder Applet ✓	Settings → Configurations → Data Broker → Broker VMs, and in the APPS column of the Broker VMs page, the Pathfinder applet is displayed. All actions
Pathfinder Data Collection	—	Settings → Configurations → Data Collection → Pathfinder Collection Center All actions	To use the Pathfinder Collection Center page, you need to have View/Edit permission for the Broker Service and the Pathfinder Applet (see permissions above).

Data Collection

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Log Collections	—	Settings → Configurations → XDR Collectors → Configuration All actions Settings → Configurations → XDR Collectors → Administration Change Collector Alias Upgrade Collector Version Set Collector Proxy Uninstall Collector Delete Collector Retrieve Support Files Settings → Configurations → XDR Collectors → Groups Add Group Edit Delete Save as new Settings → Configurations → XDR Collectors → Installers Create Delete Hide Settings → Configurations → XDR Collectors → Profiles Add Profile Edit Save As New Delete Settings → Configurations → XDR Collectors → Policies Add Policy Disable Delete Save As New Edit Settings → Configurations → Data Collection → Custom Collectors All actions Settings → Configurations → Data Collection → Collection Integrations All actions	Ingestion of logs and data requires a Cortex XDR Pro per GB license
External Alerts Mapping	—	Settings → Configurations → Data Collection → External Alert Mapping Save as new Disable

Data Management

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Data Management	—	Settings → Configurations → Data Management → Dataset Management All actions Settings → Configurations → Data Management → Parsing Rules All actions Settings → Configurations → Data Management → Event Forwarding All actions	To set permissions for Compute Unit Usage, use Integrations → Public API (see table below).

Integrations

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Public API	—	Settings → Configurations → Data Management → Compute Unit Usage Settings → Configurations → Integrations → API Keys New Key Edit Delete Save as new
Threat Intelligence	—	Settings → Configurations → Integrations → Threat intelligence Create Delete Edit
Long Running HTTP Integrations configuration	—	Settings → Configurations → Integrations → Long Running HTTP Integrations configuration

Help

Components	Additional Action Permissions with View/Edit Permissions	Access Permissions to these Pages with Detailed View/Edit Permissions	Additional Information
Support	—	Help → Submit a Support Caser