1.
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(Optional) Configure user directory service settings: Make sure that your web protection software can communicate with a user directory so that you can identify user, group, and domain (OU) clients for use in applying policies.
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2.
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Customize Super Administrator policies and filters: Establish a policy baseline for your organization.
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3.
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Edit the Filter Lock: Create basic category and protocol management restrictions that apply to all delegated administrators.
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1.
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(Optional) Configure directory service settings for administrators: Make sure that the Security Manager can communicate with the directory service used to authenticate administrator logons.
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2.
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Configure email settings for administrators: Enable administrator notifications and automated password reset functionality.
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3.
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Create administrator accounts: Grant administrators access to the Web module.
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1.
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Create Web delegated administration roles: Define which administrators will manage policies, run reports, or both for which groups of clients.
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2.
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Train delegated administrators: Make sure that new administrators know how to perform their tasks.
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