EBS: Everbridge Suite Roles and Permissions

Topic:

Everbridge Suite roles and permissions.

Description:

The Everbridge Suite system offers two levels of user roles: the Account level and the Organization level. From these levels, different roles have specific permissions and access to certain templates.

Account Level

At the Account level, an Account Administrator is the overall system administrator. The Account Administrator inherits all permissions of all user roles for all products assigned to the client. An Account Administrator can access all functionality available at the Account level and at the Organization level.

Tab

Action

Notifications

Send notifications to contacts in any organization.

Contacts

Upload contacts into any organization.

Users

Add, edit, delete, and enable/disable users in any organization.

Roles

Assign permissions and resources to the users added/managed under the User Management tab.

Account Settings

  • Notifications - Specify settings that are applied to all notifications in all organizations.
  • Contacts - Specify settings aree that applied to all contacts and groups in all organizations.
  • Single Sign-On

Access

  • User and Role management

Dashboard

  • View dashboards

Organization Level

At the Organization level, there are many roles. You have access to components of the system depending on your role. That is, the Everbridge Suite tabs available to you after you login are the ones in which you have permission to work. Default roles are:

  • Organization Administrator - This administrator is responsible for an Everbridge Suite and/or Incident Management organization. Organization Administrators can access all functionality available to the organization (all Everbridge Suite and Incident Management tabs at the Organization level). Organization Administrators can perform actions within their own organizations, but not other organizations. They can add groups in their individual organizations.
  • Group Manager - This role can manage and send notifications to predefined sets of contacts. Group Managers can access functionality at the Organization level to the following Everbridge Suite tabs: Dashboard, Universe, Notifications, Contacts, and Reports. Group Managers can perform actions within their own groups. A Group Manager cannot edit the organization settings.
  • Dispatcher - Users of this role can manage and send notification templates, manage scheduled notifications, and manage active notifications. Dispatchers can access functionality at the Organization level to the following Everbridge Suite tabs: Dashboard, Universe, and Notifications.
  • Data Manager - Users of this role can only manage contact records (add, edit, and remove). Data Managers can access functionality at the Organization level to the following Everbridge Suite tabs: Contacts and Reports.
  • Mass Notification Operator - Users of this role can send predefined notification templates and can manage active notifications. Mass Notification Operators can access functionality at the Organization level to the following Everbridge Suite tabs: Notifications.
  • Incident Administrator - This administrator manages incident communication for the organization. Incident Administrators can access functionality at the Organization level to the following tabs: Incidents, Dashboard, Contacts, and Reports. Incident Administrators inherit all permissions of the Incident Operator.
  • Incident Operator - Users of this role, in general, launch and manage incidents, and launch new incidents by phone.

In general, users of the Everbridge Suite system can perform actions, but only if they have permission. A user can be assigned as an Organization Administrator and other roles within the same organization. The Organization Administrator can switch among the different roles to view resources.

If your Account Administrator gives the Organization Administrator access to user and role management, then an Access tab appears in the navigation bar for the organization. Select the desired link to proceed directly to the procedure:

To access user and role management

  1. As an Organization Administrator, login to the Everbridge Suite Manager Portal.
  2. Click the Access tab.
  3. Review the following information about the three subtabs that appear:
  • Users: Displays a list of users of the current organization. Organization Administrators can add users, edit users, and delete users. Users can be disabled and enabled.
  • Roles: Displays the roles and their permissions and assigned users of the current organization.
NOTE: From the Roles sub-tab, select the Permissions Grid link to display a table of all role types and their corresponding permissions at one glance.
  • Uploads: Identical to uploading contacts, Organization Administrators can upload users.
  1. As an Organization Administrator, login to the Everbridge Suite Manager Portal.
  2. Click the Access tab.
  3. Click the Users subtab. The Add User page is displayed.
  4. In the General Information pane, type the user name and email address.
  5. If you have Single Sign-On functionality, type the user's SSO User ID.
  6. Optionally, click the link: "Link with an existing contact record" to link the user record with a contact record. This link is useful if you want to send messages just to your users, and/or if you plan to allow users to edit their contact information via the private Member Portal. (The contact record must already exist in order to link the record with the user.)
  7. In the Role Information pane, select the Role for this user from the drop-down list.
  8. Click the link: Add Role.
NOTE: If you are using Single Sign-On (SSO), you must upload with a role. If you are not using SSO, you can upload without defining a role.
  1. Repeat steps 7 and 8 to add more roles for this user.
  2. Click Save. The user is not yet registered. You will need to send an invitation to the user, asking him or her to register.
  3. Select the check box of the user you just added, then click the Send Invite button. When the user receives the email, he or she can select the link to go directly to the Registration page. Once registered, the user becomes active and can use the system.

To assign your operators limited access to templates

  1. As an Organization Administrator, login to the Manager Portal.
  2. Click the Access tab.
  3. Click the Roles sub-tab.
  4. Select the desired operator role (Mass Notification or Incident). By default, the operators have "Access to all" templates.
  5. From the desired template type, select "Limited access".
  6. Select the check box of each template to which you want the operator to have access.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.