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Administration

This section is used in managing the administration. In this section, the user can add, remove, or edit the following:

  • Members
  • Roles
  • Endpoint groups

Administration

Members

Members

This section allows the user to add and remove the organization's members.

Steps to add a new member:

  1. Click on the 'Add User' button on the top right corner to get an invite form.

Add-member-1

  1. Fill in the User's name, Email address, Role name, and Job position.

Add-member-2

  1. Click on the 'Invite' button to send an email to the user, which will contain an activation link. 4.You will get a notification at the bottom of the page to indicate that the invitation has been sent.

Add-member-3

Steps to remove a member:

  1. Select the user(s) you wish to remove.

Remove-member-1

  1. After selecting, click on the 'Remove' button on the top right corner to remove the chosen member(s).

Remove-member-2

Roles

Roles

This section allows the user to add, edit, and remove roles. Here, we can also assign specific policies to the user(s) performing these roles.

Steps to add a new role:

  1. Click on the 'Add Role' button on the top right corner to get the form.

Add-role-1

  1. Fill in the Role name and description.

Add-role-2

  1. Click on the 'Allow All Module Access' checkbox to provide permissions to all the modules except the Administration page.

Add-role-3

  1. Alternatively, you can make a custom role to assign the specific policies required for this role.

Add-role-4

  1. Click on 'Submit' to create your new role.

Add-role-5

NOTE

The user must assign at least one policy when creating a new role.

Steps to edit a role:

  1. Select the role you wish to edit.

Edit-role-1

  1. After selecting, click on the 'Edit Role' button on the top right corner.

Edit-role-2

  1. Make the required changes to the Role Name, Role description, or policies assigned.

Edit-role-3

  1. Click on the 'Submit' button at the bottom to save the changes and exit.

Edit-role-4

Steps to remove a role:

  1. Select the role(s) you wish to remove.

Remove-role-1

  1. After selecting, click on the 'Remove' button on the top right corner to remove the chosen role(s).

Remove-role-2

Endpoint Groups

Endpoint-groups

This section allows the user to add or remove Endpoint groups.

Steps to add a new Endpoint group:

  1. Click on the 'Add Endpoint Groups' button on the top right corner to get the form.

Add-eg-1

  1. Fill in the group's name and choose its host(s).

Add-eg-2

  1. Click on the 'Save' button to create a new Endpoint group.

Steps to remove an Endpoint group:

  1. Select the group(s) you wish to remove.

Remove-eg-1

  1. After selecting, click on the 'Remove' button on the top right corner to remove the chosen Endpoint group(s).

Remove-eg-2