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Role Configuration
Definitions:
Name - descriptive name of the role, for example 'Customer Support', 'CSR', 'Support Manager'
Contact Type - contact to be used for emailing when EngageIP sends emails from reports or when
billing
Ticket Assignable - this tells the system that accounts with this role can have tickets assigned
directly to them. i.e. Customers would not usually have this selected as you don't want to assign a
ticket to them (you can create a ticket on the customer, but assigning it to them would usually mean
they need to resolve the ticket)
Password Change - describes the number of days after which the password must be changed. This
is a good security measure
Password Length - describes the required minimum length of the password when adding accounts
with this role or when the user updates his or her password
Password with Numbers - allows forcing the use of letters and numbers rather then just letters
Default Account Creation Status - this defines the status of an account when its first created. i.e. if
you click 'Account' link to add the account, by default you may want the account to start as disabled.
This option allows you to define that
Password History length - this defines the number of historical passwords the system remembers
so that you do not use the same password over and over. This number describes how many periods
based on the value in 'Password Change'
Force Password Change After First Login - this will ensure that at first login, the account user
updates his or her password
Failed Login Limit - if when logging in, the user types the password incorrectly, this limits the number
of attempts. i.e. if they attempt incorrectly 5 times as shown in the image below, they would be locked
out for 1 hour before being able to login again
Lockout Duration - amount of time that an account will be prevented from logging in. In the case in
the image below, 1 hour is set.
Steps to Create a New Role
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