Endpoint Policy Manager Cloud Portal - Adding new company admins - Quickstart

In order to protect the security of your Netwrix Endpoint Policy Manager (formerly PolicyPak) Cloud Portal, it is important that your company administrators be involved in adding new administrators.

The first individual added in a brand new account is the administrator with all the available roles assigned, including Company Admin Manager.

If more than two people will be using the Cloud Portal, it is essential that the initial administrator assign the Company Admin Manager role to one or more people.

After the second user is added to the Cloud Portal, any future administrators can only be added if one of the existing administrators with the Company Admin Manager role approves it.

Follow the steps to request an additional admin.

Step 1 – Log in to the Endpoint Policy Manager Cloud portal and click on the Company Details tab.

Step 2 – Under the Actions pane, select Add Company Admin.

When adding new administrators, the following dialog displays:

Once you click Create Request, all existing administrators with the Company Admin Manager role will receive an email notifying them of the request.  Any one of these persons can approve or reject the request.

In addition to the email, these administrators can also log into the Cloud Portal to view any pending request and approve/reject from there.

Step 3 – Locate/select the New request and click View.

Step 4 – Verify the details and either Accept or Reject the request.

The requester will receive an email indicating if the request was approved or rejected.