Permissions: Standard
The Classic Standard role was designed for those staff users who required view-only access to the Dashboard. The updated Standard role, incorporated from Dashboard version 6, included enhanced permissions allowing the Standard role a higher level of access to the Dashboard.
Multiple Standard level logins may be created in the User Accounts dialog and their role assigned: Standard, Standard (Classic) or Custom then their Client Group allocated.
As a Custom role based on a Standard level role may be setup with all permissions enabled it is not included below.
Permission |
Summary |
Standard (Classic) |
Standard |
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General |
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General Settings |
View and edit the general account settings |
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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 |
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Sites |
Add, edit and delete sites |
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Devices |
Add, edit and delete devices (Add not available for Clients) |
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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. | ||||
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 |
Standard (Classic) |
Standard |
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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 |
Standard (Classic) |
Standard |
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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 |
Standard (Classic) |
Standard |
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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 |
Standard (Classic) |
Standard |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
Key |
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Allow |
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Deny |
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Group option unavailable - group contains mixed permissions |