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How do I create a Secondary (or Accounting) contact within the Portal to enable another person to participate in Endpoint Policy Manager (including downloads, updates, etc.)?

NOTE: This article pertains to portal.endpointpolicymanager.com.  If you need to manage users in the Netwrix Endpoint Policy Manager (formerly PolicyPak) Cloud Portal (cloud.endpointpolicymanager.com) see Endpoint Policy Manager Cloud: Adding New Admins

There are three steps in the process:

Step 1 – Your Primary must log on to the Endpoint Policy Manager portal (portal.endpointpolicymanager.com).

Step 2 – Click on Your Contacts and then Secondary to see who is secondary.

Step 3 – You can then select Invitation to send Invites to new Secondaries or Accounting people.

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  • Secondaries get technical AND renewal emails
  • Accounting people get ONLY renewal emails

Finally, note that this does not add someone as another Endpoint Policy Manager CLOUD admin. That function is exclusively within the CLOUD.endpointpolicymanager.com function.