Adding a New Admin

To add a new user (admin):

Procedure


Step 1

Go to the Admin Management tab.

Step 2

In the upper-right corner of the screen, select the Add Admin button.

Step 3

Choose a role from the Roles select field. By default, the Product Admin role is selected.

Step 4

Fill in the following fields of the Add Admin form: First name; Last name; Email. Check if the following fields are prepopulated properly: Organization name; Role.

Step 5

Select Add and confirm the operation.

Step 6

In the Assign products dialog, select + Add product to choose which products this admin will manage — Umbrella, Secure Endpoint, or both. The admin will be added as a user across the selected consoles.

Step 7

Select Finish to complete the process.


What to do next

After adding a new user, you can assign products to them — Umbrella or Secure Endpoint or both.