Users

In the role-based access control (RBAC) system, the role assigned to a user dictates the features the user can access.

Main menu items and icons that appear on the left depend on the permission assigned to a user. For example, if you only assign access to policies for a user, when logging in the user sees only the Home and Policies menu items.

Roles and resources

A user can be assigned roles and customized permissions. Permissions you can customize for each user are outlined in the following Resources section.

Resources

Computer groups

The following computer group permissions can be assigned to a user, for either all groups or individually selected groups.

Policies

The following policies permissions can be assigned to a user, for either all policies or individually selected policies.

Configuration settings

As an administrator, delegate access to configuration settings so that the user only sees the resources they need access to. A user can be assigned edit and view permissions on each of the configuration areas of EPM (to see the configuration setting, click > Endpoint Privilege Management for Windows and Mac > Configuration).

• Edit Setting permission: A user can access and change settings for a particular configuration setting.
• View Setting permission: A user can see but not interact with settings.

The user cannot see the configuration setting if neither edit nor view is selected.

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Note

The About configuration setting cannot be assigned edit permissions. All users can see About information but they cannot change the information.

The Users page

Use the Users list to view at-a-glance data about users in EPM for Windows and Mac.

1. Administration menu: Access Pathfinder administration pages if you are assigned as an administrator.
2. Header: Enter keywords to run a global search across computer groups, policies, computers, and users, view your notifications, change your site language, change your time zone.

3. Filters: Click the drop arrow to select a filter type. The selected filter displays to the left of the drop-down. Click Clear Filters to remove all filters and search results.

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   Filter types

   • Email Address

   • Is Administrator

   • Last Seen

   • Language

4. List options: Click to refresh the list, to download the list to a .csv file, and to select which columns to display on the page.

5. Users list columns: Not all columns display in the image above.

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   Column names

   • Email Address: The email account used to register the user.
   • Manage Application Access requests: User can approve or deny JIT application access requests for the selected computer groups.
   • View Application Access requests: User can view JIT application access requests for the selected computer groups.
   • Manage Admin Access requests: User can approve or deny JIT admin access requests for the selected computer groups.
   • View Admin Access requests: User can view JIT admin access requests for the selected computer groups.
   • Assign Policy to Groups: The number of computer groups the user can assign policy to.
   • Edit Groups: The number of computer groups the user can edit.
   • View Groups: The number of computer groups the user can view information for.
   • Analyze Groups: The number of computer groups the user can view data analytics on.
   • Edit Policies: The number of policies the user can edit.
   • View Policies: If a policy is locked, this displays the period (in days or months, if longer
     than 3 weeks) when the policy was last locked.
   • View Settings: The number configuration settings the user has permission to view.
   • Last Logged In: The time and date the user last logged on to the console.
   • Create Groups: Indicates if the user has permission to create computer groups.
   • Create Policies: Indicates if the user has permission to create policies.
   • Edit Settings: Indicates if the user has permission to edit configuration settings.
   • Status: The status of the user account: enabled or disabled.
   • Language: The language preference selected in account preferences.

6. List navigation options: Navigate in the Users list.

Create a user

Workflow for creating a user:

• Invite users to an EPM for Windows and Mac site
• Edit user details

Select your preferred method for applying permissions to the account:

• Create a user and assign roles
• Create a user and select permissions to customize access

Edit the user details

The user details include general information: email address, language, time zone, and date format.

To add user details:

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the top left of the page, click > Endpoint Privilege Management for Windows and Mac > User Management.
   The User Management page displays.
3. Select the Users tab.
4. Locate the user in the list, and then click > Edit User.
5. In the User Details section, enter the email address.
6. Optionally, set language, time zone, and date format.
7. Select one of the following:
   • Assign roles
   • Customize permissions

Assign roles to a user

After adding the initial account information,

1. Select Assign roles.
2. Select one or more roles.

As you go through the roles, review the descriptions to confirm the user requires those permissions.

4. Select Create User.

Customize permissions

After adding the initial account information,

1. Select Customize permissions.
2. Under Computer Groups, select either All Computer Groups, or select individual groups and roles.
   • If you select All Computer Groups, select one or more permissions from the Computer Groups Permission list. The user will have the role(s) across all existing and future computer groups. The View Groups role is automatically selected with any of the other options.
   • To select individual groups and permissions, check the boxes for the permissions to apply to each group. Use a filter to narrow the scope of groups displayed.
3. Under Policies, select either All Policies, or select individual policies and permissions.
   • If you select All Policies, select one or more permissions from the Policies Permission list. The user will have the permissions across all existing and future policies. The View Policies permission is automatically selected with any of the other options.
   • To select individual policies and permissions, check the boxes for the permissions to associate with each policy.Use a filter to narrow the scope of policies displayed.
4. Under Settings, select the configuration items the user needs access to.
5. Click Create User.

Assign roles

After adding the user details, you are ready to assign roles.

Before continuing with role assignment, be sure to review available roles or create a custom role with preferred permissions for your user's responsibilities.

Select from preconfigured roles or create a role.

To assign roles:

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the top left of the page, click > Endpoint Privilege Management for Windows and Mac > User Management.
   The User Management page displays.
3. Select the Users tab.
4. Navigate to a user, and select > Assign Roles.
5. On the Assign Role to Users panel, select the roles to assign to the user account.
6. Select Assign Roles.

Edit a user's profile

As an administrator user, you can edit user account properties including roles and resources for a user account.

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the top left of the page, click > Endpoint Privilege Management for Windows and Mac > User Management.
   The User Management page displays.
3. Select the Users tab.
4. Locate the user account you want to edit. Use the filter option to reduce the list size.
5. Select > Edit User.
6. Make the role and resources changes, and then click Save Changes.

If you remove all access for a standard user account, the user can log in to EPM, but cannot access any resources. A message indicates to contact their administrator to request access to EPM.

View a user's details

You can view information about a user account such as: email address, create date, and status. The information displayed on the User Details page varies depending on the user role and responsibilities.

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the top left of the page, click > Endpoint Privilege Management for Windows and Mac > User Management.
   The User Management page displays.
3. Select the Users tab.
4. Locate the user account. Use the filter option to reduce the list size.
5. Select > View User Details.
6. To get a quick at-a-glance view of recent activities for a user, click the Activity tab. You can see the event time, audit type, and summary information on the action that occurred.

Change the properties for a user account such as email address, date format, and time zone. The changes will take effect the next time you log on to EPM. You can also change these properties from the user account menu.

Delete user accounts

Delete users no longer requiring access to EPM-WM.

• Deleting a user account removes all personal identification information (PII).
• Removes the user name and email address from the EPM database.
• Requires admin access.
• The delete action displays in auditing for tracking purposes.
• Deleting a policy user displays as blank when viewing the policy details (revisions and drafts). Any policy drafts by that user are discarded when the account is deleted.

To delete user accounts:

1. Sign into app.beyondtrust.io.
   The BeyondTrust Home page displays.
2. From the top left of the page, click > Endpoint Privilege Management for Windows and Mac > User Management.
   The User Management page displays.
3. Select the Users tab.
4. Find the user account in the list.
5. Select > Delete.
   Alternatively, delete a user account on the User Details page (User Management > View User Details).
6. Confirm the action when prompted.