[Animated Tutorial] How to Create a User

SUMMARY

Steps to create a new user within the Unitrends web interface

ISSUE

Steps to add a new user to the Unitrends web interface.

For more detailed information regarding Users and Roles, see the Appliance settings sections of the Administrators Guide.

RESOLUTION

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TASKS

1. Navigate to Configure > Appliances

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2. Select your appliance and click Edit

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3. Select the Users tab on the new dialog and then click Add

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4. Add a username, password, retype your password, and choose a Role and Access Level, then click Add again.

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Roles and Access Levels:

Unitrends' self service role-based access control model enables you to restrict a user's access at the appliance, asset, and task level. Each user account is assigned a role that defines the types of operations the user can perform on the appliance. In addition, the Manage role can be further customized by applying an access level and other options. User roles and access levels are described in the following table.

Role

Access level

Description

Monitor

not applicable

A user with this role is only able to view the status of operations, such as jobs, and to run reports. The user cannot create or start jobs or configure the appliance in any way.

Manage

No Restrictions

A user with this role and access level can:

  View all settings and run reports.
  Perform all backup, backup copy, and recovery tasks (create, modify, run, cancel, and delete jobs, delete backups, recover backups, etc.).
  Perform all other management and configuration tasks other than creating or modifying users. (The user can add, modify, and delete assets, managed appliances and backup copy targets, modify network, storage, and email settings, edit their password, etc.).

Note:  If using Active Directory authentication, users in the Unitrends-Manage AD group have the No Restrictions access level. You cannot modify the access level of a Unitrends AD group. However, you can add a Unitrends-Manage AD user to the UI and apply a different access level. For details, see To add a role to a user in the Unitrends-Manage AD group.

Manage

Backup/Recovery Operator

A user with this role and access level can:

  Run reports.
  View jobs.
  Run, cancel, suspend, or resume existing backup and backup copy jobs. (The user cannot create, modify, or delete backup or backup copy jobs.)
  Recover from backups and backup copies.
  Cancel active recovery jobs.

You can further restrict recovery operations by using:

  Edit Scope to specify the assets the user can access.
  The user can recover from backups and backup copies of in-scope assets only. Backups and backup copies of other assets do not display in the UI and cannot be accessed by the user.
  The user can cancel active recovery jobs of in-scope assets only. Recovery jobs of other assets display in the UI but the user cannot cancel these jobs.

Note:  VMware vApps and resource pools cannot be excluded from a user's scope. If the user has access to any hosted VM on an ESXi server, the user can access its hosted vApps and resource pools.

  Edit Options to restrict what and how the user can recover from backups and backup copies. (For example, recover only files, recover only to the original asset, etc.).

Manage

Backup Operator

A user with this role and access level can:

  Run reports.
  View jobs.
  Run, cancel, suspend, or resume existing backup and backup copy jobs. (The user cannot create, modify, or delete backup or backup copy jobs.)

Manage

Recovery Operator

A user with this role and access level can:

  Run reports.
  View jobs.
  Recover from backups and backup copies.
  Cancel active recovery jobs.

You can further restrict recovery operations by using:

  Edit Scope to specify the assets the user can access.
  The user can recover from backups and backup copies of in-scope assets only. Backups and backup copies of other assets do not display in the UI and cannot be accessed by the user.
  The user can cancel active recovery jobs of in-scope assets only. Recovery jobs of other assets display in the UI but the user cannot cancel these jobs.

Note:  VMware vApps and resource pools cannot be excluded from a user's scope. If the user has access to any hosted VM on an ESXi server, the user can access its hosted vApps and resource pools.

  Edit Options to restrict what and how the user can recover from backups and backup copies. (For example, recover only files, recover only to the original asset, etc.).

Superuser or Administrator

not applicable

A user with this role can perform all operations, including adding, editing, and deleting users.

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