Permissions: Administrator
The Classic Administrator role was designed for those staff users who may require access to use but not enable a feature. The updated Administrator role, incorporated from Dashboard version 6, included enhanced permissions allowing the Administrator to not only use but also enable features.
Multiple Administrator level logins may be created in the User Accounts dialog and their role assigned: Administrator, Administrator (Classic) or Custom then their Client Group allocated.
As a Custom role based on an Administrator level role may be setup with all permissions enabled it is not included below.
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Permission |
Summary |
Administrator (Classic) |
Administrator |
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General |
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General Settings |
View and edit the general account settings | Classic: Company, Office Hours only |
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Users |
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Add, edit and delete user accounts |
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Add, edit and delete user roles |
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Add, edit and delete client groups |
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Clients |
Add, edit and delete clients | Classic: Add and Edit only |
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Sites |
Add, edit and delete sites | Classic: Add and Edit only |
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Devices |
Add, edit and delete devices |
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Download & Install |
Download and install agents and add devices |
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Site Installation Package |
Configure and download a site installation package |
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Agent Auto-update Settings |
View and update the Advanced Monitoring Agent versions on servers and workstations |
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| To log into an Agent the user must be based on a Administrator or Superuser role. | ||||
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Settings |
Edit the external links settings |
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Usage |
Show the external links drop-down menu |
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Help |
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System Help |
Show the link to the helpfile section |
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Support Tickets |
Submit help tickets to customer support via the Help drop-down menu |
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Release Notes |
Show link to the release notes section |
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Billing |
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Payment |
Show the payment configuration option in the General Settings dialog |
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Report |
View the price breakdown report and invoices |
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Settings |
Set up and configure a PSA integration |
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Usage |
Create, edit and view PSA tickets and information |
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View and use the Asset Tracking section |
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Display the Windows and Microsoft Office Keys in the device Summary tab |
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Edit the Wall Chart settings |
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Alert Routing & Policies |
Set server and workstation alert routing and alert policy settings |
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Email Templates |
View and edit email templates |
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Email & SMS Alerts |
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Devices |
Show the email and SMS alert columns for Servers and Workstations in the north pane |
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Checks |
Show the email and SMS alert columns for checks in the South Pane |
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Reporting |
Administrator (Classic) |
Administrator |
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System Reports |
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Dashboard Reports |
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View the User Audit Report |
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View the Device Inventory Report |
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View the Critical Events Report |
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View the Feature Policy Report |
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View the Check Clearing Report |
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View the Fault History Report |
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View the Bandwidth History Report |
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View the Active Directory Report |
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View the Automated Task Report |
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View the Remote Support Report |
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View the Take Control report |
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View the Patch Management report |
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Managed Antivirus - Threat Report, Antivirus Protection Report, Quarantine Report |
View the Managed Antivirus reports |
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Web Protection - Web Protection Overview Report, Web Protection Report Builder |
View the Web Protection reports |
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Backup & Recovery - Backup Integrity Report, Session History Report, Restorable Selection Report |
View the Backup & Recovery reports |
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Mobile Device Management |
View the Mobile Device Management reports |
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Client Reports |
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Servers |
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Settings |
Configure the settings and monthly content for the client server monitoring reports |
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Email Template |
Configure the email template settings for the server monitoring reports |
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Monthly Content |
Configure the daily, weekly and monthly reports and their email settings |
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View and (re)send the monthly client server reports |
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View and (re)send the daily client server reports |
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View and (re)send the weekly client server reports |
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Workstations |
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Settings |
Configure the settings for the client workstation reports |
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Email Template |
Configure the email template settings for the workstation monitoring reports |
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Resend Daily |
View and (re)send the client daily workstation reports |
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Resend Weekly |
View and (re)send the client weekly workstation reports |
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Settings |
Configure the settings for the notes report |
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Email Template |
Configure the email template settings for notes report |
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Notes Report |
View the notes report |
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Mobile Apps |
Administrator (Classic) |
Administrator |
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Mobile Apps |
Access the mobile apps |
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Private Notes |
View and add private check notes |
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Monitoring & Management |
Administrator (Classic) |
Administrator |
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Settings |
Add, edit and delete checks |
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Predefined SNMP Checks |
View, add, edit and delete predefined SNMP checks |
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Usage |
Run and clear checks |
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Settings |
Add, edit and delete tasks for devices and sites |
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Usage |
Run automated tasks |
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View |
View automated tasks on the Tasks tab |
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View |
Show the outages tab |
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Details |
Show the details of the outage |
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Settings |
Add, edit and delete monitoring templates. Set default monitoring templates for new devices |
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Usage |
Add and replace checks on devices using the monitoring templates |
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View, add, edit and delete custom scripts for checks and tasks |
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Schedule maintenance mode and turn maintenance mode on and off |
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Add, edit, delete and apply critical events settings |
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Usage |
Add, edit and delete device notes and check notes |
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View client facing notes |
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Clients |
View and cancel pending actions across clients |
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Devices |
View and cancel pending actions for a device |
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Reboot devices |
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Download a copy of the 24x7 and Daily Safety Check configuration on a device |
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Features |
Administrator (Classic) |
Administrator |
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Managed Security |
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Settings & Policies |
Add, edit and delete Managed Antivirus policies and apply to devices. Use the CART tool | Classic: Manage Policies only |
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Usage |
Run and cancel MAV scans, quarantine and release items from quarantine, update threat definitions, detect installed products |
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View |
View MAV scan results |
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Settings & Policies |
Add, edit and delete Web Protection policies and apply to devices | Classic: Manage Policies only |
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Usage |
Refresh Web Protection data and use the website lookup tool |
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View |
View Web Protection browsing data |
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Settings & Policies |
Add, edit and delete Patch Management policies and apply to devices | Classic: Manage Policies only |
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Usage |
Install, approve, reprocess and ignore patches. Run the vulnerability check |
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View |
View patches on the Patches tab |
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Backup & Restore |
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Settings & Policies |
Add, edit and delete Backup & Recovery policies and apply to devices |
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Usage |
Download the Backup Manager, run backups, restore backups, view changed and removed files |
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View |
View backup files on the Backup tab, view changed and removed files |
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Networks |
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Settings |
Enable or disable Network Discovery at the policy or device level. |
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Usage |
Access the Networks tab, manage a network and use the Network Discovery feature. |
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View |
Show Networks tab on the north panel |
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Usage |
Access the NetPath section, manage and view Network Paths |
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View |
Show NetPath in the View menu |
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Mobile Devices |
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Settings & Policies |
Add, edit and delete mobile devices; view mobile device reports |
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Usage |
Issue updates and commands for mobile devices under management |
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View |
Show Mobile Devices tab on the north pane |
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MAX Mail, O365, Google Drive |
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Services (App Control) |
Access the Services tab. Add, edit and delete services, and use the Services functions | Classic: Edit Service(s) and use the Services only |
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Remote Access |
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Settings |
Configure and install Take Control and Remote Access. Customize the remote support mail templates | Classic: Remote Access. Customize the remote support mail templates only |
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Usage |
Use Take Control to remote on to end-point devices that have Take Control installed |
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View |
Show Take Control column on the north pane |
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Settings |
Enable the Remote Background Management feature for clients, sites and devices |
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Usage |
Start and use Remote Background Management sessions on devices |
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View |
Show RBM column on the north pane |
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Remote Support (Legacy tool) |
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Email Template |
Edit the Remote Support email template |
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Usage |
Send the Remote Support agent |
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Settings |
Manage the system tray settings including icon |
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View |
Show System Tray column on the north pane |
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Settings & Policies |
Configure and install Risk Intelligence. Customize and apply policies. |
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Usage |
Run Risk Intelligence scans |
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View |
View the Risk Intelligence results and reports |
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Settings |
Manage and use custom filters |
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Key |
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Allow |
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Deny |
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Group option unavailable - group contains mixed permissions |
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Administrator (Classic) - limited options |
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