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:

  1. Log into the N-sight RMM Dashboard using an account with Users permissions enabled (for example, SuperUser)
  2. Go to Settings > Users > User Accounts
  3. Select Add User
  4. 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.

  5. 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.

  6. 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.

  7. In the Client groups dialog, select Add client group

  8. Enter a name for the client's group and then select the Client

  9. Click Save and enter the password you used to sign into the N-sight RMM Dashboard to confirm
  10. 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

  11. 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.