Add client users—assign role and client group

You can add an N-sight RMM 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 actions are recorded using the User Audit Report.

Prerequisites

  • To add a user, you must be signed into N-sight RMM using an Agent Key, a Superuser role, or a user account with the Roles & Permissions permission enabled.

Add an N-sight RMM client user

  1. In the All Devices view, go to Settings > Users > User Accounts.
  2. Select Add User.
  3. Select the Username column to enter an active and valid email address for the user.

    Ensure all usernames in the system are active, valid email addresses.

  4. Click the Role column and use the drop-down menu to select a client role. If you need to add a new role, select Manage Roles... to open the Roles and permissions dialog.

  5. Select the Client Group column and use the drop-down menu to select Manage Groups... to open the Client groups dialog and add a new client group specific for the client.

    If you already created the client group for this client, select it from the drop-down menu.

    1. In the Client groups dialog, select Add client group.
    2. Enter a name for the client's group and then select the client.

    3. Choose Save and review the changes, then select OK to confirm.
    4. When you are back in the User Accounts dialog, select the Client Groups column and use the drop-down menu to choose the new Client Group.

      5. The User Accounts dialog indicates when a client group has restricted feature access. To open the User Accounts dialog, go to Settings > Users > User Accounts on the All Devices view.

  6. Click Save and review the changes, then select OK 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 a password is not set.