Managing Organization, Administrators, and Permissions

The system offers advanced tools for managing organizations, user groups, and administrators. Thanks to a flexible structure, you can define organizations, assign permissions, and create roles for users and administrators. This article provides an overview of the most important features available in the tabs Organizations and Administrators, which enable effective management of resources and structure in the system.

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Organizations tab

Account Management -> Organization. This tab allows you to create, edit, and manage organizational structures in the system.

Key functions

• Creating a new structure: Click Add (+), enter a name and an optional description, and then confirm. If you are adding a subordinate structure to an existing one, first select the structure in the list that will be its parent. The selected item will be highlighted and displayed against the background of the others.

• Importing from Entra ID: You can import user groups from Entra ID by selecting the appropriate location in the organizational structure.

We are working on this functionality. We will inform you about its implementation in the changelog as soon as it becomes available.

• Editing structures: Change the name, description, and add new substructures.

• Deleting structures: Select the option to delete the structure, confirming the operation to avoid accidental changes.

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Administrators tab

Account Management -> Organization -> Administrators. This tab allows you to manage administrators and their permissions.

Main sections

• Groups: Management of permission groups, assigning roles to groups, enabling and disabling groups.

• Administrators: Overview of administrators with information about their status (Active, Inactive, Invited) and enabled 2FA.

Main functions

• Creating administrator groups: Click + Create group, enter a name and specify the access level, then confirm the changes.

  • Defining access levels

  

  • Selecting the permission type

  

Administrator roles and permissions

• Administrator: Full access to all system functions.

• DLP Administrator: Has permissions to configure and modify DLP settings and view DLP logs.

• DLP Viewer: Has permissions only to view DLP logs.

• IT Service Technician: Responsible for user support and computer configuration without access to user data.

• Report Manager: Has permissions to create, manage, and view system reports.

• Report Viewer: Has permissions only to view system reports.

• User Viewer: Can view user data, including the WTM.

• Deleting groups: Delete the selected administrator group, confirming the operation. Administrators assigned only to this group will lose access to the system.

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IMPORTANT: Groups can be enabled or disabled. Disabling a group (status: Inactive) results in access being revoked for administrators assigned only to this group.

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Adding and removing administrators

Adding a new administrator:

• Select Invite a new administrator or Create Administrator.

• When inviting, enter the administrator's email address and assign the appropriate group with roles and permissions.

The sent invitation is valid for 24 hours. After this time, the link will expire and become inactive. To invite the user again, delete the administrator and then send the invitation again.

Importing administrators from Entra ID:

• In the User Profile tab, configure the import from Entra ID. Users will be assigned to roles in the system.

We are working on this functionality. We will inform you about its implementation in the changelog as soon as it becomes available.

Deleting an administrator:

• Select the Delete Administrator option for the appropriate administrator account and confirm the operation.

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Organization