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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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The Group Filtering for Cloud Web Reporting option may not be enabled in your account.
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6.
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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: export SIEM data when using Forcepoint storage (see Running the SIEM log file download script for Forcepoint storage) or download full traffic logs, if Full Traffic Logging is available for your account (see Configure Full Traffic Logging settings)
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Modify Configuration: modify all options within Account Settings except users' logons which requires Manage Users permissions (required to access the Neo management portal)
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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)
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The View Filtered Reports and View Data Security Reports options may not be enabled in your account.
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Account Settings > Contacts > Adding a contact
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