Create a Group and Assign Roles

You cannot assign roles to the BeyondInsight administrator.

Roles are only available to BeyondInsight features.

  1. From the left navigation pane in the console, select Configuration.
  2. Under Role Based Access, select User Management.
  1. Click Create New Group.
  2. Select Create a New Group.
  3. Enter a name and description for the group.
  4. Click Create Group.
    • Assign users to the group:
      • Under Group Details, select Users.
      • From the Show dropdown list, select Users not assigned.
      • Filter the list of users displayed in the grid by Type, Username, Name, Email, and Domain, if desired.

      Screenshot of selecting users to add to a group.

      • Select the users you wish to add to the group, and then click Assign User.

       

  5. Assign features permissions to the group:
    • Under Group Details, select Features.
    • Filter the list of features displayed in the grid using the Show and Filter by dropdown lists.
    • Select the features you wish to assign permissions to, and then click Assign Permissions.
    • Select Assign Permissions Read Only or Assign Permissions Full Control.
  6. Assign smart groups permissions and roles to the group:
    • Under Group Details, select Smart Groups.
    • Filter the list of smart groups displayed in the grid using the Show and Filter by dropdown lists.
    • Select the smart group or groups you wish to assign permissions to, and then click Assign Permissions.
    • Select Assign Permissions Read Only or Assign Permissions Full Control.

      Edit Password Safe Roles

    • Select the smart group you wish to assign Password Safe roles to, and then click the More Options button.
    • Select Edit Password Safe Roles.

       

    Password Safe Roles Form

    • Select the role(s). If selecting Requestor, also select an Access Policy from the dropdown list.
    • Click Save Roles.