Create new Regular Users and New Administrators

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

This 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 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.
  
  

And your user is now setup.

2 - Creating a new administrator and assigning permissions

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:
    

And your administrator is now setup.

3 - Promoting a regular user to an administrator

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

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: