Add a Dashboard user for a client
You can add an N-sight RMM Dashboard user account for each of your clients. You assign the customer user to a role that only has client related permissions and to a Client Group with only the one client added to it.
Each user generates their own Two-Factor Authentication (2FA) access code and their N-sight RMM Dashboard actions are recorded using the User Audit Report.
To add an N-sight RMM Dashboard user for a client:
- Log into the N-sight RMM Dashboard using an account with Users permissions enabled (for example, SuperUser)
- Go to Settings > Users > User Accounts
- Select Add User
- Click the Username column to enter an active and valid email address for the user
2FA requires the user to verify their username (email address) using a verification email. Ensure all usernames in the system are active, valid email addresses.
- Click the Role column and use the drop-down menu to select the default Client System Role or a custom role with Client permissions. If you need to add a new role, select Manage Roles... to open the Roles and Permissions dialog.
- Click the Client Group column and use the drop-down menu to select Manage Groups... to open the Client Groups dialog
and add a Client Group for the client
If you already created the Client Group for this client, select it from the drop-down menu.
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In the Client groups dialog, select Add client group
- Enter a name for the client's group and then select the Client
- Click Save and enter the password you used to sign into the N-sight RMM Dashboard to confirm
- When you are back in the User Accounts dialog, click the Client Groups column and use the drop-down menu to select the new Client Group you created
- Click Save and enter the password you used to sign into the N-sight RMM Dashboard to confirm
The new user is sent a verification email with a link to set their password and the user password status is displayed in the P/W (Password) column. A green tick indicates a Password is set and an empty tick indicates the Password is not set.