Add administrators to the role

To add delegated administrators:

Steps

  1. Click the Add button below the Administrators list.
  2. Select administrators to add to the role, and then click the appropriate right-arrow button to add them to the Selected list.
  3. If you have created a policy management and reporting role, use the Policy management, Reporting, and Real-Time Monitor check boxes to indicate which general permissions the selected administrators should have. If you grant policy permissions, also select a radio button:
    • Full policy permissions allow administrators to create and manage policies, filters, filter components, and exceptions for their managed clients.
    • Exceptions only permissions allow administrators to create exceptions that permit or block specific URLs for managed clients, but not to create or edit policies, filters, or filter components.
    • Auditor permissions allow administrators read-only access to the policy management features accessible to administrators with full policy permissions in the role.

    If you have created an investigative reporting role, there are no permissions to configure on this page.

  4. Click OK to return to the Edit Role page.
  5. Refine permissions for administrators in the role as follows:
    • For policy management and reporting roles, optionally update the permissions granted to an administrator using the Policy Management drop- down list and the Reporting and Real-Time Monitor check boxes in the Administrators list.

      Under Deployment Status Permissions, specify whether administrators can view the Status > Deployment page, and whether they can use the page to start and stop components.

      Under Reporting Permissions, specify which reporting tools administrators with reporting permissions can access.

    • For investigative reporting roles, use the Reporting Permissions check boxes to determine what reporting features are available to administrators in the role. Options that require permissions to report on all clients are disabled.

Next steps

When you are finished adding administrators, continue with Add clients to the role.