Users & Roles
Only admins see Users & roles in the menu. The page isn’t available on a phone.
The Users List
Section titled “The Users List”| Column | What it shows |
|---|---|
| The person’s email address | |
| Role | Admin, User or Reader |
| Joined | When the user was created |
| Last login | When they last signed in |
| Status | Active, Pending or Blocked |
Use Search users to find someone.
Invite People
Section titled “Invite People”- Select Invite user.
- Enter one or more email addresses, separated by commas or new lines.
- Choose a Role.
- Select Send invites.
Each person gets an email with a sign-in link. Addresses with a plus sign (+) aren’t accepted.
Manage a User
Section titled “Manage a User”Hover a row to see its actions:
| Status | Actions |
|---|---|
| Pending | Edit, Activate, Re-invite (sends the invitation again) |
| Active | Edit, Block |
| Blocked | Edit, Activate, Delete |
Edit changes the person’s role. Activate, Block and Delete ask you to confirm first.
Two limits keep the account safe:
- You can’t change your own user.
- The account owner can’t be edited, blocked or deleted.
An Admin can’t be changed straight to Reader, and a Reader can’t be changed straight to Admin. Change the role to User first.
| Action | Admin | User | Reader |
|---|---|---|---|
| View the dashboard, recommendations, threats, stories, compliance, cases, recent activity, connectors and settings | ✓ | ✓ | ✓ |
| Read the Messaging center | ✓ | ✓ | ✓ |
| Approve or exclude a recommendation, and open a case | ✓ | ✓ | |
| Archive messages | ✓ | ✓ | |
| Use the Microsoft access buttons (Microsoft Access) | ✓ | ✓ | |
| Change Policies | ✓ | ||
| Turn Connectors off or on | ✓ | ||
| Manage Users & roles | ✓ |