Users / Groups / Roles

LAST UPDATED: NOVEMBER 17, 2025

Initial Setup

1. Create users in the master vSOC instance, assigning them to the appropriate role, groups, and sites.

   

READER NOTE *

Sites created in the master vSOC instance's Organization Management module cannot be shared with tenant vSOC instances. The next two steps outline the process for creating assignable sites in the tenant vSOC instance.

2. Record the tenant name and region from the Tenant Management > Tenants > Details tab for use in the next step.

   

3. Create tenant sites via the Create Tenant Site utility command using the recorded tenant name and region together with the other required parameters.

   

4. Verify that the tenant sites have been created within the Tenant Management > Shared Content > Users / Groups / Roles > Tenants > Sites tab.

   

5. Open the Select Sites popover within the Shared Content tab.

   

   1. Navigate to the Shared Content tab.

   2. Select the Users / Groups / Roles sub-tab.

   3. Select the All Users/Groups/Roles checkbox.

   4. Click the Share button.

6. Assign the appropriate sites that each tenant user will be permitted to access.

   

7. Wait and verify that the sharing succeeded.

   

   

8. Verify that the users can sign into the tenant vSOC instance and have access to the sites created in step 3 and assigned in step 6.

   

Subsequent Configuration Updates

When a user's configuration, including last name, password, or tenant-site access, has been updated, administrators in the master instance must synchronize the changes with the tenant sites.

CAUTION

• The checkmarks in the Select Sites popover reflect users' current site-access state.

• Selecting a checkbox adjacent to a or indicator applies the selection to all nested items.

  

  • Administrators who update site access for a limited set of users must exercise caution to avoid modifying other users and extending site access beyond the intended scope.

EXAMPLE 1

The administrator of the master instance has changed the password of a tenant user created in step 1 of Initial Setup.

1. Open the Select Sites popover within the Shared Content tab.

   

2. Ensure that all tenant instances contain at least one user with access to at least one site.

   Refer to this accordion for details.

3. Click the button.

EXAMPLE 2

The master-instance administrator intends to change a tenant user's site access from Client Site A to Client Site B.

1. Open the Select Sites popover within the Shared Content tab.

   

2. Expand the user whose tenant-site access is to be modified, de-select the Client Site A checkbox and select the Client Site B checkbox.

   

3. Ensure that all tenant instances contain at least one user with access to at least one site.

   Refer to this accordion for details.

4. Click on the button.