Add Service User in the Reporting Only Role

You might have individuals in your company or organization for whom you want to assign in a
Web Security Service
Report User role. These users have access to the
Dashboard
and
Report Center
links, but they do
not
have access to policy controls (the
Policy
links do not display).
These users might include HR personnel who are responsible for monitoring the acceptable web use standards set by your company.

Procedure

  1. Navigate to
    Account Configuration > Administrators
    .
  2. Click
    Add User
    .
    Add Reporting Role User
    1. Enter new user's
      Name
      .
    2. Enter the user's
      Email
      address. The
      Web Security Service
      sends the user's access credentials to this address.
    3. Select
      Report User
      as the
      Role
      . The
      Default Role
      option also automatically selects.
    4. (Optional) Enter
      Comments
      that provide additional user information, such as location, job description, and so on.
    5. Click
      Save
      .
Clicking
Save
adds the user.
WSS
sends an e-mail to that user. The mail includes the link to the service along with the initial access credentials.
Optional Step—Apply Report Filters
WSS
allows Admin Users to create additional Report Users and limit their access to report data based on their role within the organization. For example, you have a Human Resource employee who is tasked with tracking web use of employees who belong to a specific group, so you create a filter for location, subnet, or other criteria. Furthermore, you can limit the type of data that displays in reports. For example, the HR employee is not concerned with port or client IP address values, so you remove those fields from the role.
  1. n the
    Account Configuration > Administrators
    page, expand the
    Report Filters
    area.
  2. Click
    Add Filter
    . The service displays the Add Filter dialog.
    Reporting RBAC 1
    1. Enter a
      Filter Name
      ; use a name that helps define the role.
    2. All
      Fields
      are allowed by default. To limit what type of data displays in reports, clear options. See Field Definitions Reference: Role-Based Access Field Reference.
    3. Click
      Save
      .
  3. In the
    Admins and Users
    area, select the user and click
    Edit
    .
    Reporting User Filter
  4. Click
    Save
    .
Navigate to the User: Change Your Personal Information topic and use the
Share This Topic
link to send instructions on how to change their temporary password.

(Optional) Next Step