Account Settings > Contacts > Adding a contact
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1.
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Click Add.
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2.
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Select the new contact's Title, and enter the first name and surname. The Full name field is automatically populated.
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3.
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Select the Contact type from the drop-down list.
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4.
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7.
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Click Submit.
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1.
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In the User name field, click the hyperlink in No user name. Click here to add one. This opens the Add User Name screen.
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4.
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5.
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To force the user to change the password when they log on, mark Change password next log on. This is recommended.
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If you have enabled two-factor authentication for a user, this page can be used to reset authentication for users who have been locked out, or who are unable to use their authenticator app. Click Reset beside the Two-factor authentication label to require the user to configure authentication again. See Two-factor authentication.
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1.
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On the Account > Contacts page, click the name of the user whose permissions you want to edit in the User Name column of the Contacts table (not the Full Name column).
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2.
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Click Edit.
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The Advanced button does not show for contacts with Manage Users permissions, because their selected permissions will apply to all policies.
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5.
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Manage Users: view, create, edit, and remove user logons and permissions
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Directory Synchronization: synchronize an LDAP directory with the cloud service
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View All Reports: run all reports associated with the licensed services
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Manage edge devices: configure edge devices in the network that connect to the cloud service (see Managing Network Devices)
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Modify Configuration: modify all options within Account Settings except users' logons—for this, the user must have Manage Users permissions.
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View Configuration: view all configurations within Account Settings without the ability to make changes
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View Configuration Audit Trail: access and search the policy setup audit trail, and access the blocklist and allowlist search facility
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Quarantine Administration: use Message Center to search quarantined messages, plus the ability to perform actions on the messages
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View Quarantine: use Message Center to search quarantined messages, without the ability to perform any actions on the messages
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View Administrator Audit Trail: access and search the Message Center audit trail, and access the blocklist and allowlist search facility
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View Quarantined Images: access and search the Message Center for quarantined images ("View Quarantine" must also be enabled to use this option.)
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View Delivered Messages: same as "View Quarantine," but the user can view message logs as well as quarantined email
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Block and Allow Lists: access, search, and manage all blocklists and allowlists
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View Filtered Reports: view only reports that can be filtered by the specified policy or policies (not available if View All Reports is selected)
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Account Settings > Contacts > Adding a contact
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