Setting Up Users and User Permissions

In Kontagent, user permissions are derived from pre-defined Permission Class profiles. When adding a new user, the user inherits permission settings defined in the Permission Class profile. By default, 3 types of Permission Class profiles are provided: Admin, Editor, and Read-Only. The majority of customers will find these default permission classes suitable for user management, but if you need more specific user control, you can create your own Permission Class. We’ll go over how to do this later in this section.

Important: For a comparison chart of the default Admin, Editor, and Read-only permissions, download the  file. As a reminder, users with Admin permissions have access to all applications in the account. To control application access, refer to the Controlling Application Access section in Setting Up Your First Application.

Accessing User Management

To access the Manage Users page, click on the link provided under the Account Tab. You can also view and edit user emails, user permission class types, and application access permissions in the User Permissions panel, shown in the Manage User page.

Adding Users

• Step 1: Under the Account Tab, click on Manage Users
• Step 2: Click on the Add User button
• Step 3: Enter the email address of the user you would like to add in the text field
• Step 4: Select the user’s permission type from the User Type dropdown menu
• Step 5: Click on the Add Users button to add this user. The user will also receive an email to activate their Kontagent account

Editing User Permissions

• Step 1: Under the Account Tab, click on Manage Users
• Step 2: Click on the Edit User Permissions button
• Step 3: Find the user (or users) whose permission class you would like to change, and select the new permission class from the Permission Type dropdown menu
• Step 4: Click Save to apply these changes

Removing Users

• Step 1: Under the Account Tab, click on Manage Users
• Step 2: In the User Permissions panel, click on the remove button in the Remove User column
• Step 3: A pop up will appear to ask you to confirm this removal
• Step 4: Click Ok to remove the user

Accessing Permission Class Management

To access this page, click on Manage Users under the Account Tab, and then click on Edit Permission Classes

In the Permission Management page, you can view all your available permission classes, as well as create, edit, and remove permission classes.

Adding Permission Classes

• Step 1: Under the Account Tab, click on Manage Users
• Step 2: Click on the Edit Permission Classes button
• Step 3: Click on the Add Permission Class button
• Step 4: Enter a name for the new permission class in the Permission Name column
• Step 5: Select your desired User Management privileges for this class from the User Management column
• Step 6: Select your desired Account Management privileges
• Step 7: Select your desired Application Management privileges
• Step 8: Select which Dashboard features and pages this class is able to access
• Step 9: Click the Add button to create this new permission class

Editing Permission Classes

Editing a permission class can be done directly in the Permission Management page.

To make changes to privileges, simply select/deselect the check boxes associated with each privilege. Click Save to apply these changes.

To change the name of a permission class, clicking on the name of the permission class will allow you to edit the name. Click Save to apply changes.

Removing Permission Classes

• Step 1: Under the Account Tab, click on Manage Users
• Step 2: Click on the Edit Permission Classes button
• Step 3: In the Permission Classes panel, click on the remove button in the Remove column
• Step 4: A pop up will appear to ask you to confirm this removal
• Step 5: Click Ok to remove the user