User Delegation

To delegate permissions within the ControlUp Real-Time DX Console according to the needs of your organization, perform the following steps:

1. In the Security Policy pane, on the Home ribbon, click Manage Roles.
   

   The Security section of the Settings dialog box opens.

By default, the first user of an organization to login to the console becomes the organization's Owner and Roles Manager. For best practice, change the default user to a group of users.

2. Optionally, to change the default user to a group of users for the Owner and Roles Manager roles, perform the following steps:

   1. On the right of the New Owner field, click the settings icon. The Account Browse dialog box opens.
   2. Select a group from the list to designate as the New Owner and click OK.
   3. Repeat steps a - b for the New Manager field and click Apply to implement the changes.

3. In the Security section of the Settings dialog box, click Add New Role. The Add New Role dialog box opens.

4. Provide a Role Name for the role you want to add.

5. Click Add Users / Groups to assign users and/or user groups to the new role.

6. Click OK.

7. Repeat steps 2 - 6 until you have completed configuring all the new roles to add as needed.

8. Click Apply to implement the changes.

Setting Permissions in the Security Policy

To ensure that only you (the administrator) has access and permissions, it is best practice to change the different actions to Not Set for Local Admins and Organization Members. This allows you to delegate permissions with a clean slate.

1.. In the Security Policy pane, set the permissions for all of the actions for all of the roles to Not Set.
2. Set the permissions for all of the actions for the ControlUp Admins group to Allow.
3. For roles requiring permission to perform particular actions, change the permission for the particular actions from Not Set to Allow.
4. Click Apply to implement the permission settings changes.

You can now change permissions as needed from Not Set to Allow. For more details about user permissions, see User Roles.

Watch the following video to help you set up your security policy, learn best practices for user delegation, and delegate permissions:

Additionally, you can lock the Real-Time Console UI with Group Policy. To learn how, see Configure UI Using a Group Policy.