Permissions example: Allow a customer to access their devices

This example describes how to set the permissions in N-able N-central so that a customer can have access to their devices, but not access and configuration or administration menus. This set of permissions enables the customer to monitor their devices and identify any anomalies or issues that may arise.

The permissions in this topic are to only allow specific functions for the user. You can add additional permissions as needed to create a more robust role.

Setting up this type of permissions involves:

• Creating an access group to include the customers the technician can monitor.
• Set the read-only permissions in a role.
• Create a user that is connected to the access group and role created.

Create an access group

An access group is a collection of customers or a collection of devices. The access group defines what devices the customer will see.

1. Click Administration > User Management > Access Groups.
2. Click Add > By Customers.
3. Enter a name and description for the group.
4. Select customers and sites from the list.
5. Click Save.

Set the permissions in a role

A role is a collection of permissions. For this role, you want the customer to be able to see all their devices.

1. Click Administration > User Management > Roles.
2. Click Create Role.
3. Enter a name and description, and select the permissions needed for the role.
4. Scroll down to the Devices section.
5. In the Devices title bar, in the drop-down menu, click Read Only. This automatically sets all options in this section that have a read-only capability to that setting.
6. Click Save.

Create and apply to a user

With the access group and permissions defined, you need to either create a new user, or apply these settings to the user.

1. Click Administration > User Management > Users.
2. Click Create User to add a new user, or click the Login Name of an existing user.
3. On the Roles tab, click Assign Roles.
4. Click the check box for the new role and click Assign.
5. Click the Access Groups tab and click Assign Access Groups.
6. Click the check box for the new access group and click Assign.
7. Click Save.

When the customer logs into N-able N-central, the navigation pane displays the All Devices, Job Status and Active Issues views, which they can click on to review the states of various devices. The Dashboards view is also available.