Create a Group and Assign Roles

You cannot assign roles to the BeyondInsight administrator.

Roles are only available to BeyondInsight features.

1. Navigate to Configuration > Role Based Access > User Management.

2. From the Groups tab, click + Create New Group.
3. Select Create a New Group.
4. Enter a name and description for the group.
5. Click Create Group.
6. 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.
   • Select the users you wish to add to the group, and then click Assign User above the grid.
   • 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.
   • 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.

• Select the Smart Group you wish to assign Password Safe roles to, and then click the vertical ellipsis button.
• Select Edit Password Safe Roles.

 

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