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
- Navigate toAccount Configuration > Administrators.
- ClickAdd User.

- Enter new user'sName.
- Enter the user'sEmailaddress. TheWeb Security Servicesends the user's access credentials to this address.
- SelectReport Useras theRole. TheDefault Roleoption also automatically selects.
- (Optional) EnterCommentsthat provide additional user information, such as location, job description, and so on.
- ClickSave.
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.- n theAccount Configuration > Administratorspage, expand theReport Filtersarea.
- ClickAdd Filter. The service displays the Add Filter dialog.

- Enter aFilter Name; use a name that helps define the role.
- AllFieldsare allowed by default. To limit what type of data displays in reports, clear options. See Field Definitions Reference: Role-Based Access Field Reference.
- ClickSave.
- In theAdmins and Usersarea, select the user and clickEdit.

- ClickSave.
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
- You can also add Reviewer permissions to a Reporting User. See Add Service User in a Reviewer Role.