Managing Users

How to add and manage users, user roles and user privileges in the Bot Defender console

Users are managed in from Platform Settings > Users. You can add (invite) as many users as needed. When adding a user, the user's role and privileges is set. This role determines what data they can see and what actions they can perform.

User Roles

The following user roles are available:

  • Admin - Full portal credentials.
  • Read-only - Read-only portal credentials.
  • Security Admin - User can create/edit Policies as well as generate Scheduled Reports.
  • Reports Admin - User has read-only credentials and they can generate Scheduled Reports.
  • Developer - User has access to the developer tab and documentation, and read-only credentials for all other components.
  • Dev Tools - User has access to developer tab and documentation only.

The following table outlines the capabilities of the various user roles

Portal Action

Admin

Read-only

Reports Admin

Security Admin

Dev Tools

Developer

Policy

Create

View

View

Create

Disabled

View

Billing

View

View

View

View

Disabled

Disabled

Reports

Create

View

Create

Create

Disabled

View

Applications

Create

View

View

View

Disabled

View

Accounts

Edit

View

View

View

View

View

Users

Create

View

View

View

Disabled

Disabled

Adding a User

Users are added by inviting them and assigning them their user role
To invite a new user:

  1. Navigate to the Platform Settings > Users page.
  2. Click Invite User. The Invite User dialog appears indicating to which account the user will be added.
  3. Fill in the required details.
  4. Select the appropriate role for the new user; either Admin or Read-only.
  5. Click Send Invitation. The user will receive an email with a link inviting them to the PerimeterX Portal.

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