Adding a Custom Account

  1. Go to Administration > Account Management > User Accounts.
  2. Click Add.

    The Step 1 User Information screen appears.

  3. Select Enable this account.
  4. Choose a previously configured role in the Select role drop-down.

    For details on creating user roles, see Custom Roles.

  5. Type the user name, description, and password and then confirm the password.
    Important:

    You cannot use the user name as the account password. Provide a password other than the user name.

  6. Type an email address for the account.
    Note:

    OfficeScan sends notifications to this email address. Notifications inform the recipient about security risk detections and digital asset transmissions. For details about notifications, see Security Risk Notifications for Administrators.

  7. Click Next.

    The Step 2 Agent Domain Control screen appears.

  8. Define the agent tree scope by selecting the root domain, or one or several domains in the agent tree.

    Only the domains have been defined at this point. The level of access to the selected domains will be defined in step 10.

  9. Click Next.

    The Step 3 Define Agent Tree Menu screen appears.

  10. Click the Available Menu Items controls and then specify the permission for each available menu item. For a list of available menu items, see Agent Management Menu Items.

    The agent tree scope you configured in step 8 determines the level of permission to the menu items and defines the targets for the permission. The agent tree scope can either be the root domain (all agents) or specific agent tree domains.

    Table 1. Agent Management Menu Items and Agent Tree Scope

    Criteria

    Agent Tree Scope

    Root Domain

    		 Specific Domains

    Menu item permission

    Configure, View, or No Access

    Configure, View, or No Access

    Target

    Root domain (all agents) or specific domains

    For example, you can grant a role "Configure" permission to the "Tasks" menu item in the agent tree. If the target is the root domain, the user can initiate the tasks on all agents. If the targets are Domains A and B, the tasks can only be initiated on agents in Domains A and B.

    Only the selected domains

    For example, you can grant a role "Configure" permission to the "Settings" menu item in the agent tree. This means that the user can deploy the settings but only to the agents in the selected domains.

    The agent tree will only display if the permission to the Agent Management menu item in "Menu Items for Servers/Agents" is "View".

    • If you select the check box under Configure, the check box under View is automatically selected.

    • If you do not select any check box, the permission is "No Access".

    • If you are configuring permissions for a specific domain, you can copy the permissions to other domains by clicking Copy settings of the selected domain to other domains.

  11. Click Finish.
  12. Send the account details to the user.
Parent topic: User Accounts