Description

How to upgrade a user to an Admin, Viewer of Member. 

For a breakdown of those roles: 

Member: 

• The members are the organization users who will be assigned a Guardz license. Guardz will protect their activity (based on the activated modules) and will update them on any detected issues related to them. They will have limited access to the Employee portal for completing assigned tasks, such as completing an Awareness campaign or handle on quarantined emails.
  
  

Viewer: 

• Like a Member, Viewer has access to all sections in the platform (single customer section) but cannot make changes or edits, activate modules, or remediate issues.

Admin:

• Like Member and Viewer, the Admin can activate modules, remediate issues, and edit user settings - all can be done under the single customer section in the organization.
  When the MSP Admin adds new customers under the MSP account, only the Admin in the MSP account will be assigned as admin by default (the customers of the tenant admin will be assigned as members by default).
• You can assign an unlimited number of Admin users to each account.

Requirements

Access to the Guardz portal

The Process

By default, users are assigned as "Members". 

To upgrade them: 

Step 1: Go to User management on the left panel (The people icon) 

Step 2: Select the user

Step 3: Select the pull down and choose Member, Viewer or Admin.