If you have Admin permission for Endpoint Protection, you can create new Management Portal users, set access permissions for them, and edit their information. When you create new users, Endpoint Protection sends them an email with further details for creating a password and logging in.

            

For more information, see Setting Console User Permissions

            

This topic contains the following procedures:

            

  • Creating New Portal Users                               
  • Editing User Information                

            

Creating New Portal Users

            

You might want to add other administrators so they can access Endpoint Protection reports. You can also add users with limited permissions so they can view data, but not make changes.

            

To create a new portal user:

            

  1. Click the Down arrow next to your login ID, then select Manage Users.

            

  1. In the Manage Users panel, click the Create New User button.

            

  1. In the Create New User panel, enter the user's email address. This is the address where the user receives the confirmation message and also serves as the user's login name.

    If you entered the wrong email address and the user does not receive the message, you can change the email address and re-send it later.

            

  1. To the right of the Time Zone field, click the Pencil icon at the right, then type the country, region, or city to open a drop-down menu of time zones and select the one where your user is located.

            

  1. Select the Yes checkbox.

    Additional fields display at the bottom of the pane.



    • SecureAnywhere — The Home page of my.webrootanywhere.com. From here, the user can access other Webroot portals, such as the Mobile Protection portal, if your company purchased Mobile Protection. For more information, see the WSA Business - Mobile Protection Admin Guide.



    • Endpoint Protection — The Management Portal or Admin Console for Endpoint Protection. When users have access to this portal, they can click the Go to Endpoint Protectionbutton to enter the Management Portal.



  2. From the SecureAnywhere drop-down arrow, select one of the following:
    • Basic — Limited access to consoles and account settings. 
    • Admin — Full access to all keycodes, users, and account settings in Webroot portals.
           
  3. From the Endpoint Protection drop-down menu, select one of the following:
    • No Access 
    • Basic — Read-only access to endpoint scans 
    • Admin — Full access to all settings

For more information on how to modify this user's permissions later, see Setting Console User Permissions.

            

  1. When you're done, click the Create User button.

    The system sends a confirmation email to the new user. The user's email message includes a temporary password for the first login. When the user clicks the confirmation link in the email, the Confirm Registration panel opens for the user to enter login information.

            

Editing User Information

            

After the user confirms registration, you can return to the Manage Users panel and edit information for that user. You cannot view or edit other users' passwords, security codes, or security questions; only they have access to that information.

            

If the user has not confirmed registration, you will see the user's status as Awaiting Confirmation. The status changes to Activated when the user receives the email and confirms the registration. If needed, you can resend the confirmation email by clicking the envelope icon next to the Awaiting Confirmation status.

            

                           

            

To edit portal users:

            

  1. Locate the row for the user you want to edit, then click that user's Edit icon at the far right.


    Note: If your account has multiple consoles, you see only users who are associated with the keycodes for the currently active console. For more information about consoles, see Adding Consoles to Your Account.

            

  1. In the User Details panel, make the any needed changes to the name and phone numbers.

    If the user has an Awaiting Confirmation status, this window displays an email field at the top. You might want to change the email address if you entered an incorrect address for the user and need to resend the registration.


    Note: For information on how to change the settings under Access & Permissions, see Setting Console User Permissions.

            

  1. When you're done, click the Save Details button.