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Create and edit users
New article: 11.2020
notempty
This article refers to a Resellerpreview

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 SitesEnd customer site selection / Tab User / Button  Create new user
    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 User / 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.
    SUB v1 Neuer Benutzer.png
    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.
    SUB v1 Benutzereinstellungen.png
    Computer name Online & Offline Displays Computers as the default computers that are currently being backed up.
    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. SUB v1 Benutzer Agents.png
    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
    SUB v1 Benutzer Vault-Profile.png
    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
    SUB v1 Benutzer SubSites.png
    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