Organization, Administrators, Permissions management

The system offers advanced tools for managing organizations, user teams, and administrators. With a flexible structure you can define organizations, assign permissions, and create roles for users and administrators. In this article you will find an overview of the most important features available in the Organizations and Administratorstabs that enable effective management of resources and structure within the system.

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Organizations tab

Account management -> Organization. This tab allows creating, editing, and managing organizational structures in the system.

Key features

• Creating a new structure: Click Add (+), enter a name and an optional description, then confirm. If you are adding a child structure to an existing one, first select on the structure list the item that will be its parent. The selected item will be highlighted and emphasized against 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 announce its deployment 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 a structure and confirm the operation to avoid accidental changes.

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Administrators tab

Account management -> Organization -> Administrators. This tab enables management of administrators and their permissions.

Main sections

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

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

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 to view DLP logs.

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

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

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

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

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

• Deleting groups: Delete the selected administrator group by confirming the operation. Administrators assigned exclusively 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 revocation of access for administrators assigned exclusively to that group.

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Adding and removing administrators

Adding a new administrator:

• Select Invite a new administrator or Create Administrator.

• In the case of an invitation, enter the administrator's email address and assign the appropriate group with roles and permissions.

Importing administrators from Entra ID:

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

We are working on this functionality. We will announce its deployment in the changelog as soon as it becomes available.

Removing an administrator:

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

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Organization