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Account Settings > Contacts > Adding a contact
Adding a contact
To add a new contact:
1.
Click Add.
2.
Select the new contact's Title, and enter the first name and surname. The Full name field is automatically populated.
3.
Select the Contact type from the drop-down list.
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Click Submit.
Adding logon details
To assign logon privileges to the contact you just created:
1.
In the User name field, click the hyperlink in No user name. Click here to add one. This opens the Add User Name screen.
 
Note 
2.
3.
You can type a password for the user and confirm it. Alternatively, if you want to automatically generate a password that complies with the password policy, click Create a password for me. The password, which meets the stated password policy, populates into the Password field.
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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.
When the user first logs on, a screen is displayed giving them 8 days to select a password question from the list provided and enter an answer. This password question and answer is used if the user later forgets their password (see Forgotten passwords). If the user does not set a password question within the 8-day limit, they are forced to do so at their next logon
 
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Configuring permissions
By default, all rights are assigned to the master user (the initial contact established in your account, with super administrator privileges). When the master user creates a new user, by default only the View All Reports permission is assigned to that account. This is the minimum permission a user needs to be able to log on; it grants permissions over only the Reporting tab on the main menu bar.
We provide flexible users' rights so you can create a hierarchy of administrators. For example, much of the functionality accessed from the portal is useful for help desk agents to aid with problem isolation; but they do not necessarily require control over policy configuration.
Likewise, you should assign Directory Synchronization privileges to the contact you set up for the Directory Synchronization Client (see Set up authentication), but no-one else should need this privilege.
Permissions are granted at an account and policy level. This lets you create multiple policies, and administrators can control their own policy but no one else's.
 
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To modify an administrator user's permissions:
1.
2.
Click Edit.
3.
Refer to the list below for more information about each permission set.
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Note 
The Advanced button does not show for contacts with Manage Users permissions, because they are assumed to have maximum account-level permissions.
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Note 
The Group Filtering for Cloud Web Reporting option may not be enabled in your account.
6.
The following are account-level permissions:
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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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View Data Security Reports: view data security reports, which may or may not contain incident forensics and trigger data, depending on your privacy protection settings
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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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Log Export: configure and run full traffic logging, if this feature is available for your account (see Configure Full Traffic Logging settings)
The following web permissions can be assigned at an account or policy level:
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Modify Configuration: modify all options within Account Settings except users' logons (which requires Manage Users permissions)
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View Configuration: view all configurations within Setup, without the ability to make changes
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View Configuration Audit Trail: access and search the policy setup audit trail
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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)
 
Note 
The View Filtered Reports and View Data Security Reports options may not be enabled in your account.
Users with any of these permissions can access the web service non-policy-specific configuration options.
 
Note 

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Account Settings > Contacts > Adding a contact
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