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Version: 6.11.0

Teams

This is an optional section, used to group Users and provide custom access control to Policies, Applications, Agents and Events.

When Teams are present in the system, a Team selection option is added to certain forms, including Policies and Applications, and is required depending on a User’s Organizational Role/permissions.

Team Roles and associated permissions are secondary to a User's Organizational Role and are only considered when a User does not have the required Organizational Role/permissions.

Create Team​

  1. From the Teams main page, click New Team
  2. Enter a Team name and description
  3. Click Create

Edit Team​

  1. From the Teams main page, either:

    1. click the edit icon in the Team row or
    2. Click Team name and click the more_horiz icon icon, and select Edit Team Details

  2. Enter the updated Team name and description

  3. Click Update to save

Delete Team​

  1. From the Teams main page, either:

    1. click the delete icon in the Team row or
    2. Click Team name and click the more_horiz icon icon, and select Delete Team

  2. Click Delete to confirm

Deleting a Team cannot be undone and will change access to any associated Policies, Applications, Agent and Events.

Assign Users to Team​

Each User is assigned to a Team with a specific Role for that Team.

  1. From the Teams main page, click on the Team name that you want to assign Users to
  2. Choose “Other Users” from the Team filter
  3. Select the Users to add to the Team and click Add to Team
  4. From the dialog select the Role for the Users
  5. Click Save Changes to add the Users

Remove Users from Team​

  1. From the Teams main page, click on the Team name that you want to assign Users to
  2. Choose “Team Users” from the Team filter
  3. Select the Users to remove to the Team and click Remove from Team
  4. From the dialog click Save Changes to remove the Users

Update a User Role on a Team​

  1. From the Teams main page, click on the Team name that you want to update
  2. Choose “Team Users” from the Team filter
  3. Click the edit icon for the appropriate User row
  4. Select an updated Team Role for the User
  5. Click Update to confirm

Assigning Policy to a Team​

To maintain the system integrity, Policies can only be assigned to a Team when they are being created. The Team selection will always be disabled when editing a Policy.

The Team drop-down options varies depending on the User Role and the Teams the User is assigned to, and is required if the User not have Organizational permissions to create a Policy

To assign a new Policy to a Team:

  1. From the main Policies page, click New Policy
  2. From the New Policy dialog select the appropriate Team from the drop-down

Assigning an existing Policy to a Team is not allowed. The only option is to duplicate an existing Policy and set a Team while duplicating:

  1. From the main Policies page either:

    1. click on the duplicate icon in the appropriate Policy row or
    2. Click the Policy name to be cloned, and from the menu select Duplicate Policy

  2. From the Duplicate Policy dialog select the appropriate Team from the drop-down

  3. Optionally, once the Policy has been cloned, the original Policy without the Team assignment, can be deleted if appropriate and safe

Assigning Application to a Team​

To maintain the system integrity, an Application’s Team must match the Team of the Application’s Policy. This is enforced when creating or editing an Application. Depending on User permissions it may also be possible to create an Application that is not assigned to a Team, and assign a Policy that is also not assigned to a Team.

The Team drop-down options varies depending on the User Role and the Teams the User is assigned to, and is required if the User not have Organizational permissions to create an Application

To assign a new Application to a Team:

  1. From the main Policies page, click New Application
  2. From the Add Application dialog select the appropriate Team from the drop-down
  3. Based on the Team selected the Policy options will be updated and only valid options will be available

To update the Team assignment of an existing Application:

  1. From the main Applications page click on the Application name to update
  2. Click Edit Application
  3. From the dialog select an updated Team
  4. As with the Add Application dialog the Policy options will be updated if the Team changes and only valid options will be available

Agents and Events​

Agents and events are not directly linked to a Team, but their Team is inherited from the Application Team, as are associated permissions to modify Agents and view Events.