User Account Best Practices

Overview

Depending on how you would like your users to interact with Liongard, you can change user access. Below are our suggested best practices on granting user access by user type as well as information on how to add a user in Liongard.

How to Add a User in Liongard

Follow the steps below to add a new User in Liongard.

  1. In Liongard, navigate to Admin > Users > Select Add User
  2. Fill in the following fields:
  • First Name: New user's first name
  • Last Name: New user's last name
  • E-Mail: New user's E-Mail address
  • Username: Create a username for the new user
  • Department: Select the most relevant Department for this user
  • Two-Factor Authentication: Select if you would like the new user to use Two-Factor Authentication to access their Liongard account. This is a recommended best practice
  • Receive Technical Updates via Email?: Toggle on if you would like this user to receive emails from Liongard based on his/her Department
  • Groups: Select the Groups you would like this user to be a member of. Please use our best practices above to help determine which Groups are best for this user
  • Note: For each Environment, you can choose for a user to be an Environment Administrator or an Environment Reader
  1. Select Save

This user will receive an email from [email protected] to access their new account.

Password Policy

There are two requirements for users' passwords:

  1. Minimum password length of eight characters
  2. Minimum password complexity of letters, at least one symbol, and at least one number

Dark Mode

Users have the ability to enable Dark Mode in Liongard.

  1. Click your username in the top right-hand corner and select Account Settings.
  2. Change the color theme to Dark Mode and click Apply.

Liongard User Account Best Practices

Initial Liongard Onboarders

User Access: Global Admin

This user will need full access in Liongard in order to:

  • Set up your Platform Integration(s)

  • Set up Inspectors and Agents

  • Manage the health of Inspectors and Agents
  • View and edit all Environment Admin Screens
  • Set up and edit Liongard’s additional features: Actionable Alerts, Reports, Metrics, and Billing Review
  • Digest all of Liongard’s data and Metrics

  • Utilize Liongard’s Timeline
  • Create Reports and Report Templates

Onboarding Team

User Access: Global Admin

This user will need full access in Liongard in order to:

  • Manage your Platform Integration(s)

  • Set up Inspectors and Agents
  • Manage the health of Inspectors and Agents
  • View and edit all Environment Admin Screens
  • Digest all of Liongard’s data and Metrics
  • Edit Liongard's Actionable Alerts
  • Utilize Liongard's Timeline
  • Create Reports and Report Templates

Service Desk/NOC Manager

User Access: Global Admin

This user will need full access in Liongard in order to:

  • Manage your Platform Integration(s)

  • Set up Inspectors and Agents
  • Manage the health of Inspectors and Agents

  • View and edit all Environment Admin Screens
  • Manage and edit Liongard’s Actionable Alerts Feature
  • Clone and Add Metrics
  • Digest all of Liongard’s data and Metrics
  • Utilize Liongard’s Timeline
  • Create Reports and Report Templates

Service Desk Team

User Access: Global Reader

This user will need partial access in Liongard in order to:

  • Digest all of Liongard’s data and Metrics

  • Utilize Liongard’s Timeline
  • Digest Liongard’s Actionable Alerts
  • View Account Settings
  • Create Reports and Report Templates

Billing Team

User Access: Global Admin

This user will need partial access to Liongard in order to:

  • Manage your PSA Platform Integration
  • Manage Liongard’s Billing Review Feature
  • Clone and Add Metrics
  • Digest all of Liongard’s data and Metrics
  • Edit Liongard's Actionable Alerts
  • Utilize Liongard’s Timeline
  • View and edit all Environment Admin Screens
  • Create Reports and Report Templates

Account Management Team

User Access: Global Reader

This user will need partial access in Liongard in order to:

  • Digest all of Liongard’s data and Metrics
  • Utilize Liongard’s Timeline

  • Digest Liongard’s Actionable Alerts
  • View Account Settings
  • Create Reports and Report Templates

Additional Team Members

User Access: Global Reader

This user will need partial access in Liongard in order to:

  • Digest all of Liongard’s data and Metrics

  • Utilize Liongard’s Timeline
  • Digest Liongard’s Actionable Alerts
  • View Account Settings
  • Create Reports and Report Templates

User Access: Environment Administrator
For the designated Environment(s):

  • Clone and add Metrics
  • Digest Liongard’s data
  • Edit Liongard's Actionable Alerts
  • Utilize Liongard’s Timeline
  • View and edit the Environment Admin Screen
  • Create Reports and Report Templates

(Optional) Customer, Co-manage, COMITS, etc.

User Access: Environment Reader

This user will need partial access in Liongard in order to:

  • Digest Liongard’s data and Metrics for their Environment

  • Utilize Liongard’s Timeline for their Environment
  • Digest and edit Liongard’s Actionable Alerts for their Environment
  • Create Reports and Report Templates for their Environment

OR

User Access: Environment Administrator
For the designated Environment(s):

  • Clone and add Metrics
  • Digest Liongard’s data
  • Edit Liongard's Actionable Alerts
  • Utilize Liongard’s Timeline
  • View and edit the Environment Admin Screen
  • Create Reports and Report Templates for their Environment

Idle Timeout Value

Liongard will log out users who have been idle for four hours.v


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