Cloud Portal Roles and access permissions – Smoothwall Help Centre

Cloud Portal has different Roles that you can assign to users to grant them access to sets of features, functions, and data based on their position within your organisation. You should only assign your users the minimum access required to meet their needs.

Note

Cloud Portal includes the Admin Panel, Cloud Filter and Cloud Reporting.

The areas you can give access to depend on your licence package.
For Monitor, see: Monitor Roles and access permissions.

This article outlines the different Roles available, as well as what they previously allowed users to do before the release of User Access Management and what they now allow users to do.

*Table 1: Roles available for Cloud Portal, excluding Monitor.*
Product	Previous Role Name	Previous Permissions	New Role Name	New Permissions
Cloud Administrator	Default Cloud Filtering Administrator	Fallback for Safeguarding Alerts from Cloud Filter about Suicide . Anyone with this role is given these Roles in User Access Management: Reports Admin Cloud Filter Admin Directory Admin Tenant Admin Note This role can’t be assigned through Cloud Portal and can only be assigned by the Smoothwall Team.	N/A	N/A
Cloud Reporting	Administrator	Access the Filter Reports tab in Cloud Reporting to run reports. See information from all available tenants in a multi-tenant setup. Manage accounts for other Cloud Reporting Administrators.	Reports Admin	The ability to manage accounts for other Reports Admins has been removed.
Reporting	Access the Filter Reports tab in Cloud Reporting to run reports. Only see information for the tenants they are linked to in a multi-tenant setup.	Reports Admin (selected tenants)	No change.
Cloud Filter	Administrator	Access Cloud Filter. See information from all available tenants in a multi-tenant setup. Manage accounts for other Cloud Filter Administrators.	Cloud Filter Admin	The ability to manage accounts for other Cloud Filter Admins has been removed.
Filtering	Access Cloud Filter. Only see information for the tenants they are linked to in a multi-tenant setup.	Cloud Filter Admin (selected tenants)	No change.
Directory Management	N/A	This is a new role.	Directory Admin	Access and manage these pages in the Admin Panel: Directories Smoothwall / Linewize Groups Directory Audit Account Information: View your UNCL , Directory API Key and License Expiry Date .
Tenant Management	N/A	This is a new role.	Tenant Admin	Access and manage these pages in the Admin Panel: Tenant Management Tenant Audit
User Access Management	N/A	This is a new role.	User Access Admin	Access and manage these pages in the Admin Panel: User Emulation User Access Management: Add users one at a time or from a CSV file. Edit and delete users.

Plan Roles before uploading users from a CSV file

In User Access Management, you can add multiple users at once by uploading a CSV file. Every user in the file gets the same Roles and tenants. To learn how, see Add multiple users from a CSV file.

Before you upload, group your users by the access they need:

If users need different Roles, create a separate CSV file for each set of Roles. Upload each file separately.
If users need several Roles, add all the Roles to the same upload. You don't need a separate file for each Role.
If users need access to different tenants, create a separate CSV file for each set of tenants.
Users can't be given the Default Cloud Filtering Administrator role from a CSV file. Only the Smoothwall Team can assign it.

Warning

If a user in the file already exists, saving replaces their Roles with the Roles you selected. Cloud Portal removes any Role you didn't select. To keep a user's other Roles, include them in the upload, or edit the user instead.