Create user or edit user settings

Create and edit users

New article: 11.2020 (1.2)

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This article refers to a Beta version

Preliminary note

Roles are assigned to users. The authorization concept is listed in a separate article.

Overview of the roles and their use in the Securepoint Unified Backup Portal

Role	Usage / target group
Administrator	Admin-User of the Reseller in the Parent-Site Manages rights of other users
User	Required at least 1x per subsite / end customer for the registration of the agents Carries out most actions, may be assigned to certain end customers.
Execute only	For end customers who want to restore on their own
Read only	For monitoring by employees of the reseller or end customer

Create a new user who has access rights exclusively for a customer site:
Menu
or click on the existing user to edit.

New computers must be registered with this user type

Create a new user who has access rights to multiple customer sites:
Menu / Button Create new user
or click on the existing user to edit.

Field	Value	Description
User info User info
Email address (username): benutzer@anyideas.de		Username in the form of an email address freely selectable, this address is not used for sending emails.
First name Barbara Last name User		May also occur more than once
Role: User		Most actions can be handled with the User role. Further information in the article on permissions
Password: ••••• Confirm password: •••••		Password requirements should be followed. These can be changed in the Security Settings tab. If the user forgets the password, a new password can be set here.
User needs to change the password:		If this box is checked, the user will have to change his password the first time he logs in.

User settings User settings	Standard view	Standard views in the portal, which can be temporarily changed afterwards
Status-Feed	Select Backup and recovery jobs Job changes Agent configuration changes Policy changes User logins and logouts User posts Changes to custom commands	Options can be selected, which will be displayed as default under DashboardNotification Center / Menu Status-Feed. There, the filter can also be changed individually.
Computer name	Online & Offline	Displays Computers as the default computers that are currently being backed up.
Computer name	Deleted	In the Computers menu, displays as default computers that have no contact with the portal and whose configuration has been deleted from the portal.
Agents Agents	Not shown for administrators, as they have access to all agents on their sites.
Show online agents only	Displays only agents that can communicate with the portal.
Available	Displays agents that can be assigned to this user. Agent was logged into the portal with these user credentials User was created on the same site where the agent is registered Agent was not already assigned to this user Users created in a parent site (see below) always have access to all computers of an assigned site Entries can be moved by drag and drop
Assigned	Displays agents assigned to this user

Vault-Profiles Vault-Profiles	Not shown for administrators, because they have access to all vault profiles of their sites.
Available	Displays vault profiles created on the same site as the user. Entries can be moved by drag and drop
Assigned	Displays vault profiles that the user is allowed to use.

Subordinate sites Subordinate sites	Displayed only for users created in the reseller's site and who can be allowed access to different sites.
Available	Subordinate sites (sub-sites) created by the reseller and available to the user Entries can be moved by drag and drop
Assigned	Subordinate sites (sub-sites) that the user can access The user is allowed to access all computers on this site.

User with the so called button Create or user details Update

Preliminary note

User info

User settings

Agents

Vault-Profiles

Subordinate sites