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Home > Success Center > Network Performance Monitor (NPM) > How to create different Orion Support Users and assign them different properties in NPM

How to create different Orion Support Users and assign them different properties in NPM

Updated: November 15, 2017

Overview

This article describes how to create the users for Support, Help Desk and Management and assign them the rights they need for their role.

Requirements for a Support user

Support users should not have administrator rights or customization rights on the website.
This user should have access to reports.
This user should have a custom menu bar that has all the default setup as well as the password reset option.

See Work Log: Support.

Requirements for a Help Desk user

Helpdesk should not have administrator rights or customization rights on the website but needs to have node management rights.
This user should have access to reports.
The helpdesk user should only see node details when they bring up devices.
They should only be able to see Windows devices, and devices that have support in the department custom property.
This user should have a custom menu bar that has the following items on it: 

  • Network Summary/Home page
  •  Reports

See Work Log: Helpdesk.

Requirements for a Management user

Management should not have administrator rights or customization rights on the website.
They should have access to the reports.
This user needs to have the same customized menu bar as the Support user.
Management needs a customized home page that shows only the following things:

  • Device break down report
  • Network summary chart showing availability
  • Active alert

See Work Log: Management.

Environment

  • NPM

Steps

Work Log: Support

Create a user account for support users, create the menu bar for support, and assign the menu bar to the support user.

Step 1: Create the user account and provide rights

  1. Log in to the Orion Web Console using an administrator account.
  2. Go to Settings > Manage Accounts.
  3. Click Add New Account.
  4. Select an account type and click Next.
  5. Enter a User Name and Password, and click Next.
  6. The Support User should not have administrator rights or customization rights on the website. Set No for Allow Administrator Rights and for Allow Account to Customize Views.

  7. The Support User needs access to reports. Select the Default Report Limitation Category. 
  8. Click Submit to create the user account.

Step 2: Create a custom menu bar

This Support User has a custom menu bar with all the default setup and the password reset option.

  1. Click Customize Menu Bars.
  2. On the Select a Menu Bar to customize page, click New Menu Bar.
  3. Enter a Name for New Menu Bar, such as Support_MenuBar.
  4. Drag available items to the Selected items column, and click Submit when finished.

    Available items are version-specific. For NPM 12.1, the menu bar looks as follows:

Step 3: Assign the new menu bar to the Support user account

  1. Click Settings > Manage Accounts.
  2. Select the Support User, and click Edit.
  3. Scroll down to Default Menu Bar and views, and select Support_MenuBar as the User’s HomeTab Menu Bar.
  4. Click Submit.
    The user has the support menu bar as his default dashboard.

 

Work Log: Help Desk

Step 1: Create a Help Desk user account and provide the rights

  1. Log in to the Orion Web Console using an administrator account.
  2. Go to Settings > Manage Accounts.
  3. Click Add New Account.
  4. Select an account type and click Next.
  5. Enter a User Name and Password, and click Next.
  6. Helpdesk should not have administrator rights or customization rights on the website, but needs to have node management rights.          
  7. This user should have access to reports.
  8. Click Submit to create the user.

Step 2: Create a custom view for the Helpdesk user

The helpdesk user should only see node details when they bring up devices. Create a custom summary view.

  1. Click Settings > Manage Views.
  2. On Manage Views, select Node Details – Summary, and click Copy. The Copy of Node Details - Summary appears in the views list.
  3. Select Copy of Node Details – Summary and click Edit.
  4. Change the Name to Helpdesk-Summary, and click Update.
  5. Remove all resources except for “Node Details”.
  6. Click Done. 
    You have created a customized view for the Helpdesk user with only the Node Details resource, or widget on it.

Step 3: Assign the new view to the Helpdesk user account

  1. Click Settings > Manage Accounts.
  2. Select Help Desk and click Edit.
  3. In the Default Menu Bars and views section, expand Orion General Settings.
  4. In Node Details View, select Helpdesk-Summary.
  5. Click Submit.

Step 4: Limit the Helpdesk user account access

They should only be able to see Windows devices and devices that have support in the department custom property.

  1. On the Edit user account view, scroll down to Account limitations.
  2. Click Add Limitation.
  3. Select Group of Machine Types, and click Continue.
  4. Select the machine types the user should see and click Submit. This returns you to the Edit account view.

Step 5: Create a custom menu bar for the user

This user should have a custom menu bar that has the following items on it:

  • Network Summary/Home page
  • Reports

 

  1. Click Settings > Manage Menu Bars.
  2. Click New Menu Bar.
  3. Enter Name for New Menu Bar “HelpDesk-NetworkBar”.
  4. Drag the following items from Available to Selected Items.
    • NPM Summary
    •  Reports
  5. Click Submit.

Step 5: Assign the custom menu bar to the Helpdesk user

  1. Click Settings > Manage Accounts.
  2. Select the Help Desk user account, and click Edit.
  3. Scroll down to Default Menu Bar and Views, and select “HelpDesk-NetworkBar” for your NetworkTab Menu Bar.
  4. Click Submit.

 

Work Log: Management

Management should not have administrator rights or customization rights on the website.

Step 1: Create the Management user account

  1. Click Settings > Manage Accounts.
  2. Click Add New Account.
  3. Select Type of Account and click Next.
  4. ​​​​​​Enter Users ID and Password and click Next.
  5. Make sure the user has both Allow Administrator Rights and Allow Account to Customize Views set to No.
  6. They should have access to the reports.
  7. This user needs to have the same customized menu bar as the Support user.
  8. Click Submit

Step 2: Create a custom menu bar

  1. Click Settings > Customize Menu Bars.
  2. Click New Menu Bar.
  3. Name your Menu Bar “Management-MenuBar”
  4. Select your Items, and click Submit.
    Management needs a customized home page that shows only the following things:
  • Device break down report
  • Network summary chart showing availability
  • Active alert

 

Step 3: Assign the new menu bar to the Management user account

  1. On the Edit user Account view, scroll down to Default Menu Bar and Views.
  2. In HomeTab MenuBar, select the custom  “Management-MenuBar”, and click Submit.

 

 

 

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