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Permissions: Client

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Client level users may be added to the Dashboard in one of two ways, either from Edit Client (then Dashboard Access) of from User Accounts (accessed from Settings, Users).

 

Multiple Client logins can be created in the User Accounts dialog and their role assigned: Client or Custom then their Client Group allocated.

 

The Edit Client dialog supports one user who is automatically assigned what we have termed the Classic level of access and includes the option to enable additional Asset Tracking, Take Control, Backup Manager and Mobile Devices functionality.

 

The table below covers the various Dashboard Permissions in the Roles and Permissions dialog and how they apply to the different type of User Role.

 

IMPORTANT: to avoid the accidental exposure of customer's details to other clients, it is imperative that Client Dashboard logins are used in conjunction to Client Groups to ensure that the customer will only see their own devices and information, rather than someone else's!

 

To avoid inadvertently revealing customer information, we would suggest logging into the Client Dashboard with their login before distributing these credentials to the customer to check they can only view their own details.

 

As a Custom role based on the Client role may be configured with a selection of permissions it is included below.

 

 

Edit Client

User Accounts

Permission

 

Summary

Classic

Client

Custom

General

 

 

 

 

 

General Settings

 

View and edit the general account settings

 

 

 

Users

 

 

 

 

 

 

User Accounts

Add, edit and delete user accounts

 

 

 

 

Roles & Permissions

Add, edit and delete user roles

 

 

 

 

Client Groups

Add, edit and delete client groups

 

 

 

Clients

 

Add, edit and delete  clients

 

 

 

Sites

 

Add, edit and delete sites

 

 

 

Devices

 

Add, edit and delete devices (Add not available for Clients)

 

 

 

Agents

 

 

 

 

 

 

Download & Install

Download and install agents and add devices

 

 

 

 

Site Installation Package

Configure and download a site installation package

 

 

 

 

Agent Auto-update Settings

View and update the Advanced Monitoring Agent versions on servers and workstations

 

 

 

 

To log into an Agent the user must be based on a Administrator or Superuser role.

 

 

 

External Links

 

 

 

 

 

 

Settings

Edit the external links settings

 

 

 

 

Usage

Show the external links dropdown menu

 

 

 

Help

 

 

 

 

 

 

System Help

Show the link to the helpfile section

 

 

 

 

Support Tickets

Submit help tickets to customer support via the Help dropdown menu

 

 

 

 

Business Tips *

Show the link to the business tips section

 

 

 

 

Release Notes

Show link to the release notes section

 

 

 

Billing

 

 

 

 

 

 

Payment

Show the payment configuration option in the General Settings dialog

 

 

 

 

Report

View the price breakdown report and invoices

 

 

 

PSA Integration

 

 

 

 

 

 

Settings

Set up and configure a PSA integration

 

 

 

 

Usage

Create, edit and view PSA tickets and information

 

 

 

Asset Tracking**

 

View and use the Asset Tracking section

 

 

 

Product Keys

 

Display the Windows and Microsoft Office Keys in the device Summary tab

 

 

 

Wall Chart

 

View Wall Chart

 

 

 

 

 

 

 

 

 

Alerting

 

 

 

 

 

Alert Routing & Policies

 

Set server and workstation alert routing and alert policy settings

 

 

 

Email Templates

 

View and edit email templates

 

 

 

Email & SMS Alerts

 

 

 

 

 

 

Devices

Show the email and SMS alert columns for Servers and Workstations in the north pane

 

 

 

 

Checks

Show the email and SMS alert columns for checks in the South Pane

 

 

 

 

 

 

 

 

 

Reporting

 

 

Original

Client

Custom

System Reports

 

 

 

 

 

Dashboard Reports

 

 

 

 

 

 

User Audit

View the User Audit Report

 

 

 

 

Device Inventory

View the Device Inventory Report

 

 

 

 

Feature Policy Report

View the Feature Policy Report

 

 

 

 

Critical Events

View the Critical Events Report

 

 

 

 

Check Clearing

View the Check Clearing Report

 

 

 

 

Fault History

View the Fault History Report

 

 

 

 

Bandwidth and Performance History

View the Bandwidth History Report

 

 

 

 

Active Directory Users

View the Active Directory Report

 

 

 

 

Automated Tasks

View the Automated Task Report

 

 

 

 

Remote Support

View the Remote Support Report

 

 

 

 

Take Control

View the Take Control report

 

 

 

 

Patch Management Overview

View the Patch Management report

 

 

 

 

Managed Antivirus - Threat Report, Antivirus Protection Report, Quarantine Report

View the Managed Antivirus reports

 

 

 

 

Web Protection - Web Protection Overview Report, Web Protection Report Builder

View the Web Protection reports

 

 

 

 

Backup & Recovery - Backup Integrity Report, Session History Report, Restorable Selection Report

View the Backup & Recovery reports

 

 

 

 

Mobile Device Management

View the Mobile Device Management reports

 

 

 

Client Reports

 

 

 

 

 

Servers

 

 

 

 

 

 

Settings

Configure the settings and monthly content for the client server monitoring reports

 

 

 

 

Email Template

Configure the email template settings for the server monitoring reports

 

 

 

 

Monthly Content

Configure the daily, weekly and monthly reports and their email settings

 

 

 

 

Monthly Report

View and (re)send the monthly client server reports

 

 

 

 

Resend Daily

View and (re)send the daily client server reports

 

 

 

 

Resend Weekly

View and (re)send the weekly client server reports

 

 

 

Workstations

 

 

 

 

 

 

Settings

Configure the settings for the client workstation reports

 

 

 

 

Email Template

Configure the email template settings for the workstation monitoring reports

 

 

 

 

Resend Daily

View and (re)send the client daily workstation reports

 

 

 

 

Resend Weekly

View and (re)send the client weekly workstation reports

 

 

 

Notes

 

 

 

 

 

 

Settings

Configure the settings for the notes report

 

 

 

 

Email Template

Configure the email template settings for notes report

 

 

 

 

Notes Report

View the notes report

 

 

 

 

 

 

 

 

 

Mobile Apps

 

 

Original

Client

Custom

 

Mobile Apps

Access the mobile apps

 

 

 

 

Private Notes

View and add private check notes

 

 

 

 

 

 

 

 

 

Monitoring & Management

 

 

Original

Client

Custom

24x7 & Daily Safety Checks

 

 

 

 

 

 

Settings

Add, edit and delete checks

 

 

 

 

Predefined SNMP Checks

View, add, edit and delete predefined SNMP checks

 

 

 

 

Usage

Run and clear checks

 

 

 

Automated Tasks

 

 

 

 

 

 

Settings

Add, edit and delete tasks for devices and sites

 

 

 

 

Usage

Run automated tasks

 

 

 

 

View

View automated tasks on the Tasks tab

 

 

 

Outages

 

 

 

 

 

 

View

Show the outages tab

 

 

 

 

Details

Show the details of the outage

 

 

 

Monitoring Templates

 

 

 

 

 

 

Settings

Add, edit and delete monitoring templates. Set default monitoring templates for new devices

 

 

 

 

Usage

Add and replace checks on devices using the monitoring templates

 

 

 

Custom Scripts

 

View, add, edit and delete custom scripts for checks and tasks

 

 

 

Maintenance Mode (Maintenance Windows)

 

Schedule maintenance mode and turn maintenance mode on and off

 

 

 

Critical Events

 

Add, edit, delete and apply critical events settings

 

 

 

Notes

 

 

 

 

 

 

Usage

Add, edit and delete device notes and check notes

 

 

 

 

View

View client facing notes

 

 

 

Pending Actions

 

 

 

 

 

 

Clients

View and cancel pending actions across clients

 

 

 

 

Devices

View and cancel pending actions for a device

 

 

 

Reboot

 

Reboot devices

 

 

 

Backup Device Configuration

 

Download a copy of the 24x7 and Daily Safety Check configuration on a device

 

 

 

 

 

 

 

 

 

Features

 

 

Original

Client

Custom

Managed Security

 

 

 

 

 

Managed Antivirus

 

 

 

 

 

 

Settings & Policies

Add, edit and delete Managed Antivirus policies and apply to devices. Use the CART tool

 

 

 

 

Usage

Run and cancel MAV scans, quarantine and release items from quarantine, update threat definitions, detect installed products

 

 

 

 

View

View MAV scan results

 

 

 

Web Protection

 

 

 

 

 

 

Settings & Policies

Add, edit and delete Web Protection policies and apply to devices

 

 

 

 

Usage

Refresh Web Protection data and use the website lookup tool

 

 

 

 

View

View Web Protection browsing data

 

 

 

Patch Management

 

 

 

 

 

 

Settings & Policies

Add, edit and delete Patch Management policies and apply to devices

 

 

 

 

Usage

Install, approve, reprocess and ignore patches. Run the Patch Status Check

 

 

 

 

View

View patches on the Patches tab

 

 

 

Backup & Restore

 

 

 

 

 

Backup & Recovery

 

 

 

 

 

 

Settings & Policies

Add, edit and delete Backup & Recovery policies and apply to devices

 

 

 

 

Usage

Download the Backup Manager, run backups, restore backups, view changed and removed files

 

 

 

 

View

View backup files on the Backup tab, view changed and removed files

 

 

 

Networks

 

 

 

 

 

Network Discovery

 

 

 

 

 

 

Settings

Enable or disable Network Discovery at the policy or device level.

 

 

 

 

Usage

Access the Networks tab, manage a network and use the Network Discovery feature.

 

 

 

 

View

Show Networks tab on the north pane

 

 

 

NetPath

 

 

 

 

 

 

Usage

Access the NetPath section, manage and view Network Paths

 

 

 

 

View

Show NetPath in the View menu

 

 

 

Mobile Devices

 

 

 

 

 

Mobile Device Management

 

 

 

 

 

 

Settings & Policies

Add, edit and delete mobile devices; view mobile device reports

 

 

 

 

Usage

Issue updates and commands for mobile devices under management

 

 

 

 

View

Show Mobile Devices tab on the north pane

 

 

 

MAX Mail, O365, Google Drive

 

 

 

 

 

 

Services (App Control)

Access the Services tab. Add, edit and delete services, and use the Services functions

 

 

 

Remote Access

 

 

 

 

 

Take Control

 

 

 

 

 

 

Settings

Configure and install Take Control and Remote Access. Customise the remote support mail templates

 

 

 

 

Usage

Use Take Control to remote on to end-point devices that have Take Control installed

 

 

 

 

View

Show Take Control column on the north pane

 

 

 

Remote Background Management

 

 

 

 

 

Settings

Enable the Remote Background Management feature for clients, sites and devices

 

 

 

 

Usage

Start and use Remote Background Management sessions on devices

 

 

 

 

View

Show RBM column on the north pane

 

 

 

Remote Support (Legacy tool)

 

 

 

 

 

 

Email Template

Edit the Remote Support email template

 

 

 

 

Usage

Send the Remote Support agent

 

 

 

Remote Desktop

 

 

 

 

 

System Tray

 

 

 

 

 

 

Settings

Manage the system tray settings including icon

 

 

 

 

View

Show System Tray column on the north pane

 

 

 

Risk Intelligence

 

 

 

 

Settings & Policies

Configure and install Risk Intelligence. Customise and apply policies

 

 

 

 

Usage

Run Risk Intelligence scans

 

 

 

 

View

View the Risk Intelligence results and reports

 

 

 

Filter Manager

 

Settings

Manage and use custom filters

 

 

 

 

 

 

Key

 

Allow

 

Deny  / Client Dashboard - option unavailable

 

Group option unavailable - group contains mixed permissions

 

Client Dashboard - option available

 

*  Business Tips: Please note the Business Tips section is only available on supported accounts containing three or more devices.

** Please be aware that the Asset Tracking section and all Dashboard Reports (apart from the account wide User Audit Report and Remote Support Report) are Client Group aware. And where setup, users will only see Assets and Dashboard Reports that are specific to their assigned Clients; for example when selecting All Clients from a Report drop-down, this will only return the Reports for their Client Group. In line with best practice we would suggest taking a moment to login as the Client and check the returned information to ensure the expected information is returned.