Define roles for users

Add or edit a role

1. In Deep Security Manager, navigate to Administration > User Management > Roles.
2. Click New to add a new role or double-click an existing role to modify its settings.
3. Specify the general properties for the role, including the following:
   • Name: The name of the role, which will appear on the Roles page and in the list of available roles when adding a user.
   • Description: A description of the role (optional).
   • Access Type: Select whether users with this role will have access to Deep Security Manager, the Deep Security Manager Web service API (applies to the legacy SOAP and REST APIs), or both.
     To enable the legacy SOAP and REST Web service APIs, go to Administration > System Settings > Advanced > SOAP Web Service API.
   • Migrate to Trend Cloud One - Endpoint & Workload Security: Select whether users with this role will have access to Workload Security Link, process migration tasks, or both.
4. Use the Computer Rights pane to confer viewing, editing, deleting, warnings and errors clearing, alerts dismissal, event tagging rights to users in a role. These rights can apply to all computers and computer groups or they can be restricted to specific computers. To restrict access, select the type of action the users are allowed to perform. If the action applies to Selected Computers only, then select the computer groups and computers to which users in this role will have access.
   These rights restrictions affect not only the user's access to computers in Deep Security Manager, but also what information is visible, including events and alerts. In addition, email notifications will only be sent if they relate to data to which the user has access rights.
   Note that when the rights to clear warnings and errors are granted, the role is considered as an editor, not a viewer.
   Four basic options are available:
   • Allow viewing of non-selected computers and data: If users in this role have restricted edit, delete, or dismiss-alerts rights, you can still allow them to view but not change information about other computers by checking this box.
   • Allow viewing of events and alerts not related to computers: Set this option to allow users in this role to view non-computer-related information (for example, system events, like users being locked out, new firewall rules being created, IP Lists being deleted, and so on)

     Note The previous two settings affect the data that users have access to. Although the ability of a user to make changes to computers have been restricted, these two settings control whether they can see information relating to computers they don't otherwise have access to. This includes receiving email notifications related to those computers.

   • Allow new computers to be created in selected Groups: Set this option to allow users in this role to create new computers in the computer groups they have access to.
   • Allow sub-groups to be added/removed in selected Groups: Set this option to allow users in this role to create and delete subgroups within the computer groups to which they have access.
   You can also enable these in the Advanced Rights section:
   • Allow computer file imports: Allow Users in this Role to import computers using files created using the Deep Security Manager's Computer Export option.
   • Allow Directories to be added, removed and synchronized: Allow Users in this Role to add, remove, and synchronize computers that are being managed using an LDAP-based directory like MS Active Directory.
   • Allow VMware vCenters to be added, removed and synchronized: Allow Users in this Role to add, remove and synchronize VMware vCenters.
   • Allow Cloud Providers to be added, removed, and synchronized: Allow Users in this Role to add, remove, and synchronize Cloud Providers.
5. Use the Policy Rights tab to confer viewing, editing, and deleting rights to users in a role. These rights can apply to all policies or they can be restricted to only certain policies. If you wish to restrict access, click Selected Policies and put a check mark next to the policies that users in this role will have access to.
   
   When you allow rights to a policy that has "child" policies, users automatically get rights to the child policies as well.
   Two basic options are available:
   • Allow viewing of non-selected Policies: If users in this role have restricted edit or delete rights, you can still allow them to view but not change information about other policies by checking this box.
   • Allow new Policies to be created: Set this option to allow users in this role to create new policies.
   You can also enabled this in the Advanced Rights section:
   • Allow Policy imports: Allow users in this role to import policies using files created with the Deep Security Manager Export option on the Policies tab.
6. The options on the User Rights tab allow you to define permissions for administrator accounts.
   
   • Change own password and contact information only: Users in this role can change their own password and contact information only.
   • Create and manage Users with equal or less access: Users in this role can create and manage any users who do not have any privileges greater than theirs. If there is even a single privilege that exceeds those of the users with this role, the users with this role will not be able to create or manage them.
   • Have full control over all Roles and Users: Gives users in this role the ability to create and edit and users or roles without restrictions. Be careful when using this option. If you assign it to a role, you may give a user with otherwise restricted privileges the ability to create and then sign in as a user with full unrestricted access to all aspects of the Deep Security Manager.
   • Custom: You can further restrict the ability of a user to view, create, edit, or delete users and roles by selecting Custom and using the options in the Custom Rights section. Some options may be restricted for certain users if the Can only manipulate Users with equal or lesser rights option is selected.
     The Can only manipulate Users with equal or lesser rights option limits the authority of users in this role. They will only be able to effect changes to users that have equal or lesser rights than themselves. Users in this Role will not be able to create, edit, or delete roles. Selecting this option also places restrictions on some of the options in the Custom Rights section:
     • Can Create New Users: Can only create users with equal or lesser rights.
     • Can Edit User Properties: Can only edit a user (or set or reset password) with equal or lesser rights.
     • Can Delete Users: Can only delete users with equal or lesser rights.
7. The Other Rights tab enables you to restrict roles' permissions so that they can only access specific Deep Security features, and sometimes specific actions with those features. This can be useful if, for example, you have a team of administrators, and you want to make sure that they don't accidentally overwrite each others' work. By default, roles are View Only or Hide for each feature. To allow to full control or customized access, select Custom from the list.
   
8. The Assigned To tab displays a list of the users who have been assigned this role. If you want to test that roles are working correctly, sign in as a newly created user and verify the functionality.

Default settings for full access, auditor, and new roles