Permissions: Client

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 drop-down menu
Help
	System Help	Show the link to the helpfile section
	Support Tickets	Submit help tickets to customer support via the Help drop-down menu
	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 vulnerability 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 panel
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. Customize 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. Customize 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

** 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.