User roles let you manage access to the Umbrella dashboard, limiting access based on the needs of your organization. You assign user roles to administrators through the Manage Accounts page. See Manage User Roles to read more about user roles. The access limitations you assign to administrators can be either one of Umbrella's default roles or a custom role that you create through the User Roles page.
The Investigate Only user role limits Umbrella dashboard access to Investigate only. It does not include the ability to create or delete Investigate API tokens.
Note: The only user role that is able to create or delete Investigate API tokens is the Full Admin role.
When a user is assigned the Investigate Only role, their Umbrella dashboard is limited to Investigate alone. Any user with this role is unable to see any other part of the dashboard except for Investigate. This includes the ability to use Smart Search and Pattern Search.
Adding a new user allows them to access your Umbrella dashboard. When given the Investigate Only role, they are only able to access to Investigate section of the dashboard. After adding the new user, Umbrella sends an email to the added email address with information about how to set their password and sign into Umbrella.
You may also give an existing user the Investigate Only role by editing their account under Admin > Accounts.
- Navigate to Admin > Accounts, then click Add.
- Enter the user's email address and select the Investigate Only User Role for the account.
- Click Send Invitation.
Updated 8 months ago