A member can be either an administrator that can manage all collections or an auditor that only has view access of all collections. It is recommended to have at least two administrators.

Adding a Member

  1. Log into the Cryptographic Security Platform Compliance Manager webGUI with your standard account credentials.

  2. In the side menu bar, select Settings.

  3. Click the Members tab to view your existing members and their roles.

  4. Click Add Member.

  5. On the Add Member page, enter the AD domain, the name of the user that you want to add, and their email address.

  6. Select whether the new member will be an administrator or an auditor.

  7. If you selected Administrator, choose the additional roles that you would like to assign to this tenant.

    • Discovery Administrator—Grants administrative access to the Discovery application.

    • KeySafe5 Administrator—Grants administrative access to the KeySafe5 application.

    • Compliance Manager appliance and Tenant Management Administrator—Grants administrative access to the Appliance and Tenant Management applications.

  8. Click Add Member.
    If SMTP is enabled, the new user will receive an email with the login URL for Cryptographic Security Platform Compliance Manager webGUI.  If SMTP is not enabled, you will need to send the login URL to the new user.

Removing a Member

  1. Log into the Cryptographic Security Platform Compliance Manager webGUI with your standard account credentials.

  2. In the side menu bar, select Settings.

  3. Click the Members tab.

  4. Highlight the member that you want to remove, and click the Delete icon.

  5. In the Remove Member window, click Yes, Delete.