Managing accounts

Umbrella allows administrators to create Umbrella accounts with a range of access levels:

• Full Admin - users can make changes to any settings, such as editing, creating, or deleting allow/block policies. Full Admin accounts also have the ability to create other accounts with any access level.
• Read Only - users can see the settings for policies and accounts, but are not able to make changes to anything or create new accounts.
• Block Page Bypass - users are able to bypass the Umbrella block page to access any site, but cannot view or edit Umbrella policies or accounts.
• Reporting only - users are not able to bypass Umbrella blocks, view, or edit Umbrella settings. Users are, however, able to view reports of what pages are being allowed or blocked.

To create a new account, click "Add" in the top right corner. To invite someone with a pre-existing Umbrella account to a new organization, click "Invite" instead.

In the window that appears, enter a name, access level, time zone, email address, and an initial password for the account. If inviting an account that already exists, enter the email address tied to that account. When finished, click "Create".

Creating custom user roles

If the predefined levels of user access are not sufficient, it is possible for administrators to create customized User Roles. Custom roles will allow granular access to what an account can or cannot edit.

To create a new User Role, click "User Roles" under the "Admin" dropdown on the left sidebar.