Description

This document provides steps to use Endpoint Central MSP to create login details for a user to access the details of a specific customer. As a Managed Service Provider (MSP), you can provide access to Endpoint Central MSP for your users by creating login details for each user. While creating the login details for a user, you can select the customers whose details you want the user to have access to. For example if you are creating a user for the customer called ManageEngine, with the role of a technician, you must only add ManageEngine in the list of selected customers.

It is recommended that you retain administrative access and provide customers with read-only access because not all the settings that are controlled by an administrator are customer-specific.

Note: Assign the Guest role to your customers. For more information, read the Roles section in this document.

Some settings like mail server settings and proxy settings are global settings and apply to all customers. If customers have administrative access, they could change certain settings without knowing. Any changes made to global settings will affect all the customers.

Roles

A role comprises a set of tasks that are completed by a person with reference to a specific process. For example the tasks that comprise the role of an administrator include creating and providing login credentials to users.

• Types of Roles

  In Endpoint Central MSP, there are two types of roles:

  • User-defined roles

    You can create roles to suit a specific user. For example, if you want to create a role for a user who wants to view the details of two customers, you can use this option to complete this task.

  • Predefined roles

    You can use one of the roles that are available in Endpoint Central MSP. The pre-defined roles available in Endpoint Central MSP are as follows:

    • Administrator

      This role allows you to control all the features completely. The tasks that are assigned to this role include:

      • Defining or modifying the Scope of Management (SoM)
      • Adding inactive users
      • Changing settings for the mail server
      • Changing proxy settings
      • Personalizing options like changing themes and setting an expiry time for a session
      • Scheduling an update of the vulnerability database
      • Scheduling settings to scan for patches
      • Editing MSI files and the script repository
      • Viewing action logs of Endpoint Central MSP
    • Customer Administrator

      This role has all the same permissions and privileges as the administrator role , the only difference being that these actions can be performed only for the particular customer that has been assigned to them by the administrators.

    • Guest

      This role allows you to scan and view information about different features. You do not have the permission to make any changes as a read-only permission is assigned to this role.

    • Technician

      This role allows you to complete specific operations. However, you cannot complete certain operations that are assigned to the administrator role. The tasks that are assigned to this role include:

      • Defining and deploying all types of configurations and collections
      • Viewing configuration reports and all configurations including those created by other users
      • Suspending, modifying, or re-deploying configurations defined by them
      • Updating the Vulnerability Database
      • Scanning all features
    • Auditor

      This role allows you to complete tasks related to auditing. It allows you view the details of software inventory and check for license compliance while completing tasks related to auditing.

    • Remote Desktop Viewer

      This role allows you to connect remotely to a specific computer and view the details of its users.

    • IT Asset Manager

      This role gives you complete access only to the Asset Management feature. All other features are inaccessible.

    • Patch Manager

      This role gives you complete access only to the Patch Management feature. All other features are inaccessible.

Steps

To create login details for a user to access the details of a specific customer, follow the steps given below:

1. Click the Admin tab
2. In the Global Settings section, click User Administration
3. Click Add User
4. Enter the following information:
   • User name
   • Password

   Note: This has to be added twice in the Password and Confirm Password fields.

5. Select an appropriate role
6. Enter the e-mail ID and phone number of the user for whom you are creating the login details
7. In the Select Customers section, from the Customers List, select the required customers
8. Click >>
9. Click Add Users

You have created login details for a user to access the details of a specific customer.