Create new Regular Users and  New Administrators

Note: This approach is recommended only for creating individual users or a small number of users.



The following document describes the following:


  1. Creating a new regular user (non-admin)
  2. Creating a new administrator and assigning permissions
  3. Upgrading an existing regular user to an administrator and assigning relevant permissions / roles

 

1 - Creating a new regular user (non-admin)

 

Step 1

 

From the Dashboard, click on:

 

  • User Manager ->
  • Organisation Users

 

as shown.

 

Graphical user interface, application

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Step 2

Note the two buttons displayed:

 

  • Create a new user
  • Create Admin

 

Click the Create a new user button

 

 

 

 

 


 
 

Step 3

 

In the form that appears below, please enter:

  • The users’ username (email address) [required]
  • Users First and Last name(s) [required]

 

  • You may set all other fields as required – these other fields are optional.
    Where a Department is not selected they will be added to the Default Department. (This can be changed later).

  • Click Save.

Graphical user interface, application

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And your user is now setup.

 

 

 

 


 

 

2 - Creating a new administrator and assigning permissions

 

Step 1

 

As before, From the Dashboard, click on:

 

  • User Manager ->
  • Organisation Users

 

as shown.

 

Graphical user interface, application

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Step 2

Note the two buttons displayed:

 

  • Create a new user
  • Create Admin

 

Click the Create admin button

 

 

 

 

Graphical user interface, text, application, email

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Step 3

 

In the form that appears below, please enter the details as before for a regular user (see above)  while also specifying what admin privileges the administrator should have as per the dropdown list.

  • Please select the permission(s) that you wish the particular administrator to have (different administrators can have differing levels of access).

  • Once done, click Save.


  • There is one permission not included in the roles – the permission that enables you to view the suite of Power BI reports. The permission is called View Analytics and when this is enabled the user will the following Reports and Stats menu:


  • To add this permission, click on the green edit icon again:





  • Then click on the Edit Roles and Permissions button:


     
  • Then click Add Permission:
      

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  • Finally, click on View Analytics as below, and then click SELECT

 

  • You have now fully updated your regular user to an administrator with full access permissions.



And your administrator is now setup.


 


 

 

3 - Promoting a regular user to an administrator

 

Step 1

 

From the Dashboard, click on:

 

  • User Manager ->
  • Organisation Users

 

as shown.

 

Graphical user interface, application

Description automatically generated

 

Step 2

 

Now let’s search for the user:

 

  • Enter the user’s email address (or part of) in the search field

  • In this example, we want to give admin rights to existing user:  ‘testuser@infomantest.com’

  • Click on the green edit icon



Step 3 – Promote to administrator and view & assign the relevant permissions / roles





  • Click on the Is Admin button to turn status from regular user to Administrator


  • Then click the Save User button (top of the screen):



 



Step 4 – View and assign the relevant permissions / roles

 

  • Click on the Edit Roles and Permissions button



  • You will then see the Add Permission and Add Roles buttons as below

 

  • Note – a role is a group of Permissions – e.g. The Training Manager Role contains:
    1. Edit Training Campaigns Permission &
    2. View Training Campaigns Permission

  • Similarly, the Phishing Manager Role contains:
    1. Edit Phishing Campaigns Permission &
    2. View Phishing Campaigns Permission

  • However, you might want to add an admin who could only View both Training and Phishing campaigns (not edit or create) - in this case you would just assign the View Training Campaigns & View Phishing Campaigns Permissions


  • In the following example we’re promoting a regular user to have full Permissions / Roles.
     
  • To do this, click the Add Role and select each of the Roles one at a time, each time clicking the SELECT button.

    Note: As Training Viewer is included in the Training Manager Role, and similarly Phishing Viewer is included in the Phishing Manager Role, you do not need to add Training Viewer to an admin who is or will be assigned the role of Training Manager. You also do not need to add Phishing Viewer to an admin with Phishing Manager etc.
     



  • There is one permission not included in the roles – the permission that enables you to view the suite of Power BI reports. The permission is called View Analytics and when this is enabled the user will the following Reports and Stats menu:



     

Graphical user interface, text, application

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  • Finally, click on View Analytics as below, and then click SELECT

 

  • You have now fully updated your regular user to an administrator with full access permissions.




You will find more information on the other means by which you can upload or add / sync users to the platform below: