Security


Security is a critical part of any system. Device management for your phone system is no different.


When the system is first setup there is a default account, admin. We recommend that the admin account only used for initial setup and if other administrative accounts cannot log in. Create unique accounts for each user that will administer the system and assign the users the admin role.


Admin Role – Creating an account for a person that will administrate your system should have a unique account for that person with the admin role assigned. This will allow all actions to be tracked if there are potential issues, and you need to understand what happened from the person that may have seen the issue occur. We recommend you create additional roles with more limited access to use for individual users. 

Create a User

To create a user and assign the user a role, do the following.

  1. Select Security on the sidebar.
  2. On the Users dialog, click Add on the upper right of the Users panel.
  3. On Users – Add New, fill in the following.
    1. Username – In the field, type the name for the new user you are creating
    2. New Password – In the field, type a new password for this user
    3. Confirm New Password – In the field, type the same password again to guard against mistakes
    4. Select the Role to be assigned to the user, you can assign multiple roles if required.
    5. There is a tick box to force the user to change their password at their next logon.
    6. Click Save to commit the changes

Change Password

To change the password of your account or of another user, you do the following.

  1. Log into UDM Pro using your account credentials
  2. On the sidebar, select Security
  3. On the Users dialog is a list of users. Click your user account
  4. In the field New Password, type a new password
  5. In the field Confirm New Password, re-type the new password
  6. Click Save to commit your new password.


Create a Role

To create a role, do the following.

  1. Select Security on the sidebar.
  2. On the Users dialog, click Add on the upper right of the Roles panel.
  3. On Users – Add New Role, fill in the following.
    1. Role Name – In the field enter a meaningful name for the role
    2. Permissions - tick the boxes for the permissions that user requires for that Menu item. If you do not tick any boxes for a Menu item then that item will not be visible for the user.
    3. Click Save to commit the changes