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This article walks through utilizing the Users panel in the dashboard to create and edit DNSFilter account user permissions, including updating the account owner and resetting account users' two-factor authentication.
DNSFilter account user types
The DNSFilter dashboard supports five types of users:
Type | Details |
Owner | Full account permissions. The only account user type that can cancel the organization's DNSFilter account. |
Super Admin |
All the permissions of an account owner minus the ability to delete the DNSFilter account. Read more about using this role in our Community announcement. |
Admin |
Permissions to manage:
View-Only Permissions:
|
Policies Only |
Permissions to edit existing:
View-only Permissions:
|
Read Only |
View-only Permissions:
|
There is no limit to the amount of users which may be added to the dashboard.
Update account owner
To update the account owner, a second user with Super Admin or Admin permissions must be created to transfer ownership to. The reason a new user must be created is that email addresses are permanently bound to accounts in the dashboard.
Only the account owner can transfer ownership of the account, using these steps:
Without SSO enabled:
- From the DNSFilter dashboard, navigate to Organization and select Users
- Add the new account owner with Super Admin/Admin permissions if they are not already
- Select Add User
- Enter their contact information
- Select Super Admin/Admin for their role
- Select Save
- Confirm the future owner can login without issue
- Select Change Owner
- Select the new owner from the drop down menu
- Select Submit
Account ownership is now transferred.
With SSO enabled:
In order to change the account owner when SSO is enabled, the SSO configuration must be deleted, account ownership transferred, and the new account owner then re-enables SSO. Before proceeding with these steps, read through the warnings associated with adding and deleting SSO found in our SSO configuration guide.
- From the DNSFilter dashboard, navigate to Organization and select Settings
- Tab to Single Sign-On
- Delete SSO. IMPORTANT: Do not log out of the DNSFilter account
⛔️ This removes access to all other account users until re-enabled by the new account owner - Follow the steps above to change the account owner
- Login as the new owner and enable SSO
- Remember to update the vanity URL if applicable so users can sign in
Once SSO is enabled dashboard users will regain access.
Resend user invitation
Account users with Admin permissions or higher can resend an organization invitation to a user by selecting the envelope icon under Actions.
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