As an administrator, many a time you would have felt mundane routines spill over crucial attention-seeking jobs of your network. Endpoint DLP Plus answers this concern through its User & Role Management module; delegating routine activities to chosen users with well-defined permission levels. You can easily administer the users, and define their scope to manage a specific set of computers.

Role Management

Some of the most commonly used Roles are specified under Pre-defined Roles. However, you also have the flexibility to define roles that best suit your requirements under the User-defined Roles and grant appropriate permissions.  Here's a brief on the Pre-defined and User-defined roles respectively:

User-defined Role

You can tailor-make any number of roles, using Endpoint DLP Plus and give them permissions of your choice based on your personalized needs. These customized roles fall under the User-defined category. For a better understanding let us quickly see how to create a User-defined Role in the following section.

Follow the steps mentioned below to create a new User-defined role:

  1. Select the Admin tab and click User Administration, under Global Settings. This opens the User Administration page.
  2. Select the Role tab and click the Add Role button.
  3. Specify the Role Name and a small description about it.
  4. Define the scope by selecting the computers that are to be managed. The permission levels are broadly classified into:
    • Full Control - To perform all operations like an administrator, for the specific module
    • Write - To perform all the operations, except few restrictions as explained below in the table
    • Read - To only view the details in that module
    • No Access - To hide the module from the User
  5. Click Add button.

You have successfully created a new role. The role you have just created will now be available in the Roles list of the user creation module. Role deletion cannot be performed if that role is associated even with a single User. However you can modify the permission levels for all User-defined roles.

Pre-defined Roles

You will find the following roles in the Pre-defined category:

  1. Administrator
  2. Endpoint DLP Manager
  3. Technician
  4. Guest

Administrator: The Administrator role signifies the Super Admin who exercises full control, on all modules. There can be only one super admin for an organization, incase the super admin leaves the company, you can re-assign any administrator as super admin, however this can be done only by logging in as super admin. A super admin will also have privilege to move users from one organization to another.
The operations that are listed under the Admin tab include:

  1. Defining or modifying Scope of Management
  2. Adding Inactive Users
  3. Changing proxy settings
  4. Personalizing options like changing themes, setting session expiry, etc.
  5. Write permission to perform all Endpoint DLP related tasks

Endpoint DLP Manager: The Endpoint DLP Manager role has complete access to the Endpoint DLP. They will also have privilege to access to perform tasks, like Wake On LAN, and ability to schedule Reports.

Technician: The Technician Role has a well defined set of permissions to do specific operations. Users under the Technician role are restricted from performing all the operations listed under the Admin tab. The operations that can be performed by users associated with the Technician Role include:

  1. Define and deploy all Endpoint DLP relate tasks.
  2. View all the Endpoint DLP tasks, including those created by other users, reports, etc.
  3. Suspend, modify, or re-deploy the configurations/tasks defined by them.
  4. Perform scan operations.
  5. Write permission to perform Endpoint DLP tasks.

Guest: The Guest Role retains the Read Only permission to all modules. A user who is associated to the Guest Role, will have the privileges to scan and view various information about different modules, although making changes is strictly prohibited. Guest Role also has Read Only permission for viewing, details on Endpoint DLP Plus.

User Roles and Permission Level

The details of all the roles and their specific permissions is given in the table below:

Actions Administrator Endpoint DLP Manager Technician Guest
Create Data Classification
View Data Classification
Modify Data Classification
Delete Data Classification
Associate Policy
View Associated Policy Only policies of associated static unique CG Only policies of associated static unique CG
Modify Associated Policies
Delete Associated Policies
View False Positive Events
Fine Tune False Positive Events
View Sensitive Email Audit
View Sensitive File Audit
View Override Audit
View Business Justifications
Configure Business Justifications
View Managed Systems
View System Summary
View Reports

Defining a Scope

Endpoint DLP Plus provides you the privilege of defining a scope for the users, which means you can define the target computers, which can be mapped to every user. By limiting the user's permission to specific set of computers, you can feel assured that the user has enough permission to perform their roles and not excess permission to take unduly advantage.

The target that you define as the scope, can be one of the following:

All Computers

When the target is defined as 'All Computers', user will have permission to execute all the privileges defined in the role, to all the computers. Though the scope is all computers, the permission level is determined only by the role, to which the user is mapped.

Unique Custom Groups

You can create specific custom groups for the management purposes and associate it to the users. The custom groups that you create should be Unique, so that no computers can belong to more than one custom group. These are computer based custom groups, which are created for the user management purpose, is defined as scope for the user. Refer this page to know more about creating custom groups.

Remote Office

You can create specific remote offices or use the existing remote offices to be defined as the scope for the users. More than one user can have manage the same remote offices. Similarly more than one remote office can be mapped to the same user, however you cannot have a combination of remote offices and unique groups as a part of the scope.

Sharing a Scope

More than one user can share the same scope. In such cases, configurations/tasks applied to the scope can be managed by more than one user. Refer this to know more.

Modifying a Scope

When a scope of the user is modified, user will not be able to manage the configurations/tasks, which were created by him. He will have permission to clone the configurations without the target, so that he can re-use them for his current scope. Modifying the computers within the scope will not be considered as modifying the scope.

User Management

Creating a User and Associating a Role

You can associate a User with a Role while creating a New User. To create a user follow the steps mentioned below:

  1. Login to Endpoint DLP Plus client as an Administrator.
  2. Click User Management link available under the Global Settings category.
  3. Specify the Authentication Type as Active Directory Authentication or Local Authentication.
  4. Specify User Name, Password and Confirm the password.
  5. Specify the Role, from the drop down. You can see find all the pre-defined roles, and the roles that you have created will be listed here.
  6. Specify the Email address and the Phone number of the user, this is optional.
  7. Define the Scope for the user, you can specify the computers, which needs to be managed by the user. You can choose to provide the user access to manage all computers, remote offices or specific unique custom groups. If you do not have a unique custom group, you can create one. If the custom group is not unique, it will not be listed here.

You have successfully create a user and associated a role to the user with the scope of the computers that need to be managed. When you opt to authenticate a user via Active Directory, the user should have privileges to login to the domain from the computer where Endpoint DLP Plus Server is installed.

Modifying User details

Endpoint DLP Plus offers the flexibility to modify the role of users, to best suit your changing requirements. You can do operations like Changing the User Role and Reset User Password at any point of time you feel you should.

Deleting a User

At times when you find a user's contribution obsolete, you can go ahead and delete the user from the User List. The user so removed will no more exercise Module Permissions.

Enabling Two Factor Authentication

Enabling Two Factor Authentication will secure the access to Endpoint DLP Plus web console. Users will be prompted to enter the One Time Password (OTP) along with their default password. You can configure the settings to save the OTP for the specific browser. If this option is enabled, user will not be prompted for OTP for the number of days, specified here : Admin -> User Administration -> Two Factor Authentication. You can choose the mode for two factor authentication, which could be via email or Google Authenticator.


One Time password will be sent to the each user via email. You can not enable Two Factor Authentication, if one or more users do not have email address mapped with Endpoint DLP Plus server. You will have to ensure that email address of all the users are registered in Endpoint DLP Plus server.

When two factor authentication is enabled, users will receive an email with the details of the OTP.  Every OTP  is valid for 15 minutes from the time of generation. OTP will be an auto-generated 6 digit number. You can also allow the users to save the OTP on their web browsers. You will have to specify the number of days allowed, for the OTP to be saved on the web browser. Users will not be prompted for OTP, if they choose to save the OTP on the browser. If you specify the number of days as 0, then users will not be allowed to save the OTP on the web browser. OTP will be generated every time the user tries to login into Endpoint DLP Plus web console.

Google Authenticator

You can choose Google Authenticator, to generate OTP.  You will have to install Google authenticator on your smart phone. Google authenticator can be downloaded based on the mobile device's operating system as mentioned below:

Download and install the authenticator on the mobile device. When you can login to Endpoint DLP Plus web console for the first time,  a QR code will be displayed. You will have to open the Google authenticator app and scan the QR code to create an account for Endpoint DLP Plus. You can see Endpoint DLP Plus is now added to the Google authenticator app and OTP will be generated automatically.

You can use the OTP generated in the google authenticator as the secondary authentication and login to Endpoint DLP Plus.

If the user have deleted the Endpoint DLP Plus account on the Google authenticator, then the user will should contact the administrator to restore Two Factor Authentication using Google authenticator. Administrator can re-send the QR Code to restore the Google Authenticator from here : Admin -> User Management -> Actions (Under the appropriate user) -> Re-send QR Code.

Points to be Noted

  1. A Unique Custom group can be managed by more than one user.
  2. A same computer cannot be a part of more than one Unique Custom Group
  3. Only Administrators will have permission to modify the scope for users
  4. Scope defined for a user cannot be a combination of custom groups and remote offices, it can only be  all computers or specific unique group or remote office
  5. When the scope of the user is modified, the user will not be notified about the changes made to his scope
  6. Adding or removing computers from the unique custom groups would not affect the scope of the user
  7. Refer to the following scenarios and behaviors:
    • User A's scope : Static Unique Group 1
    • User B's scope : Static Unique Group 2
    • User C's scope : Static Unique 2 and Static Unique Group 3
    • User D's scope : Static Unique Group 1, Static Unique Group 2, Static Unique Group 3 and Static Unique Group 4
    • User A creates and applies the configuration/task to Static Unique Group 1. This configuration will be visible to User A, and User D, since they share the same scope (Static Unique Group 1). This configuration can be modified by User A and User D. When user D modifies this configuration, the target of this configuration will list only the scope that is being shared by User A and User D.
    • User D creates a configuration and applies it to Static Unique Group 2, then this configuration can be viewed by user User B, User C and User D. All the three users will be able to manage the configuration.
    • User D creates a configuration and applies it to Static Unique Group 3, and Static Unique Group 4. In this case, User C and User D will be able to view this configuration. User C cannot make any changes to  this configuration.
    • User A creates a configuration and applies it to Static Unique Group 1 and later, user A's scope is modified, then this configuration can only be viewed by him, or cloned as a new configuration without the target.