Monitor Roles and access permissions – Monitor Help Center

Monitor has roles that you can assign to users, granting them access to features, functions, and data based on their position within your organization. You should only assign your users the minimum access required to meet their needs.

This article outlines the different roles available, as well as what they allow users to do when managing users through Monitor or through the User Access Management page.

For access to the Admin Panel, Smoothwall Cloud Filter or Cloud Reporting, see: Cloud Portal Roles and access permissions.

Important

Some customers may experience different or additional access due to your site setup. If the access a user has doesn’t match what’s listed in the table below, raise a ticket.

Contact roles

The four roles below are Contact roles. You can only assign one Contact role per user.

Product Role	Access permissions
	Admin Panel	Monitor
Safeguarding Contact	No access.	In Organizations: Add, edit and delete Safeguarding Contacts, Limited Safeguarding Contacts, IT Contacts and Reporting Contacts. View and copy License information. Change the Organization type. Add and edit Alerting Profiles. Download the Client from the Clients page to install Monitor on devices. In Events: See all Events. Receive email notifications and phone calls from Moderators when an Event Type matches their Alerting Profiles. Fallback Contact for Events for any person who does not match an Alerting Profile. Other pages in Monitor: View high-level summary information on the Dashboard. Receive weekly email updates (if selected). Use the Media page to review Cloud Scan results (if included in your licence package). Generate Reports. Manage Devices.
Limited Safeguarding Contact	No access.	In Organizations: View details for other Contacts. View and copy License information. View Alerting Profiles. Download the Client from the Clients page to install Monitor on devices. In Events: See Events filtered for the people in their Alerting Profile. Receive email notifications and phone calls from Moderators when an Event Type matches their Alerting Profiles. Can’t see the Dashboard, Media, Reports or Devices pages.
IT Contact	No access.	In Organizations: Add, edit and delete IT Contacts . View details for other Contacts. View and copy License information. View Alerting Profiles . Download the Client from the Clients page to install Monitor on devices . Other pages in Monitor: Manage Devices . Can’t see the Dashboard, Events, Media or Reports pages.
Reporting Contact	No access.	In Organizations: Add, edit and delete Reporting Contacts . View details for other Contacts. View and copy License information. View Alerting Profiles . Download the Client from the Clients page to install Monitor on devices . Other pages in Monitor: View high-level summary information on the Dashboard. Generate Reports . Can’t see the Events, Media or Devices pages.

Admin roles

These three roles are Admin roles.

You can assign one, two or all of these Admin roles to users.
You can assign these roles in addition to, or instead of, the Contact roles above.

Note

These roles can only be assigned from User Access Management.

Product Role	Access permissions
	Admin Panel	Monitor
Monitor Admin	Access the Admin Panel > User Access Management page to manage users : Add new users and assign them any Monitor role, but only for the Tenants to which the Monitor Admin is assigned. Edit the Name, Description, and Phone numbers of existing users. Edit Monitor roles for users if they have the same Tenants assigned as the Monitor Admin. Copy users, but only the Monitor role settings are copied. Can’t delete users, even when saving a user that has no roles.	No access.
Monitor Scheduling Admin	Access the Admin Panel > Schedule Monitor page and manage the Monitor Schedule .	No access.
Monitor Integration Admin	Access the Admin Panel > Cloud Storage Integration page and set up the Cloud Scan integration for Microsoft or Google (if included in your licence package).	No access.