Version: 15.1 | 14.2/14.3

Group Policies: Apply User Permissions to Groups of Users

Users & Security > Group Policies

Group Policies

The Group Policies page enables you to set up groups of users who will share common privileges.

Create New Policy, Edit, Delete

Create a new object, modify an existing object, or remove an existing object.

Copy

To expedite the creation of similar policies, click Copy to create a new policy with identical settings. You can then edit this new policy to meet your specific requirements.

Change Order

Click this button to drag and drop group policies to set their priority. Click Save Order for prioritization changes to take effect. For management purposes, the recommended order of priority is to define policies for more specific user groups as a higher priority (preventing override) and to move your way down from there, setting broader groups as lower priority.

Group Policy :: Add or Edit

Basic Settings

Policy Name

Create a unique name to help identify this object.

Policy Members

To assign members, click the Add button to open a select box. Select users from your local system, or select users or entire groups from configured security providers. To add users or groups from an external directory store such as LDAP, RADIUS, or Kerberos, you must first configure the connection on the /login > Users & Security > Security Providers page.

Account Settings

Defined in this policy

For each setting, select whether it should be defined in this policy or left available for configuration for individual users. If it is defined, you will be unable to modify that privilege for an individual user from his or her user account page.

If you have a policy that defines a permission and you do not want any policy to be able to replace that permission, then you must select that the permission cannot be overridden, and the policy must be a higher priority than other policies that additionally define that setting.

Account Expires On

Causes the account to expire after a given date or never to expire.

Account Disabled

Disables the account so the user cannot log in. Disabling does NOT delete the account.

Comments

Add comments to help identify the purpose of this object.

Permissions

Administrator

Grants the user full administrative rights.

Allowed to Set Passwords

Enables the user to set passwords and unlock accounts for non-administrative local users.

Allowed to Edit Jumpoints

Enables the user to create or edit Jumpoints. This option does not affect the user's ability to access remote computers via Jumpoint, which is configured per Jumpoint or group policy.

Allowed to Change Display Names

Enables the user to change his or her display names.

Support Session Reporting Permissions: Allowed to View Support Session Reports

Enables the user to run reports on support session activity, viewing only sessions in which he or she was the primary representative, only sessions in which one of his or her teams was the primary team or one of his or her teammates was the primary representative, or all sessions.

Allowed to view support session recordings

Enables the user to view video recordings of screen sharing sessions, Show My Screen sessions, and command shell sessions.

Allowed to View Presentation Session Reports

Enables the user to run reports on presentation activity, viewing only presentations in which he or she was the presenter, only sessions in which one of his or her teammates was the presenter, or all presentations.

Allowed to View License Usage Reports

Enables the user to run reports on Bomgar license usage.

Allowed to Use Reporting API

Enables the user's credentials to be used to pull XML reports via the API.

Allowed to Use Command API

Enables the user's credentials to be used to issue commands via the API.

Allowed to Use Real-time State API

Enables the user's credentials to be used to pull data using the real-time state API.

Allowed to Edit Public Site

Enables the user to create and modify public site configurations, edit HTML templates, view the translation interface, etc.

Allowed to Edit Customer Notices

Enables the user to create and edit messages used to notify customers, as they are requesting support, of broadly impacting IT outages.

Allowed to Edit File Store

Enables the user to add or remove files from the file store.

Allowed to Edit Canned Messages

Enables the user to create or edit canned chat messages.

Allowed to Edit Support Teams

Enables the user to create or edit support teams.

Allowed to Edit Issues

Enables the user to create and edit issues.

Allowed to Edit Skills

Enables the user to create and edit skills.

Allowed to Edit Bomgar Button Profiles

Enables the user to customize Bomgar Button profiles.

Allowed to Edit Canned Scripts

Enables the user to create or edit canned scripts for use in screen sharing or command shell sessions.

Allowed to Edit Custom Rep Links

Enables the user to create or edit custom links.

Allowed to Edit Access Sponsors

Enables the user to create or edit access sponsor teams.

Allowed to Show on Public Site

Displays the user's name on all public sites that have the representative list enabled.

Allowed to Edit iOS Profiles

Enables the user to create, edit and upload Apple iOS Profile content for distribution to iOS device users.

Representative Permissions

Support

Allowed to provide remote support

Enables the user to use the representative console in order to run support sessions. If support is enabled, options pertaining to remote support will also be available. This option is always enabled for embassies and embassy users. Disable this setting for presentation-only users.

Session Management

Allowed to generate session keys for support sessions within the Representative Console

Enables the user to generate session keys to allow customers to start sessions with him or her directly.

Allowed to generate access keys for sending iOS profiles

Enables the user to generate access keys to offer iOS content to iOS device users.

Allowed to participate in the general queue

Enables the user to interact with other users in the general queue.

Allowed to manually accept sessions from a team/embassy queue

Enables the user to select and start sessions that are in one of his or her team queues.

Allowed to transfer sessions to teams which they do not belong to

Enables the user to transfer sessions to teams other than his or her own. If disabled, user interaction is restricted solely to the user's assigned teams.

Allowed to transfer sessions to embassies

Enables the user to transfer sessions to third-party embassy team queues.

Allowed to share sessions with teams which they do not belong to

Enables the user to invite a less limited set of user to share sessions, not only their team members. Combined with the extended availability permission, this permission expands session sharing capabilities.

Allowed to share sessions with embassies

Enables the user to share support sessions with one or more members of a third-party embassy team.

Allowed to invite external support representatives

Enables the user to invite a third-party user to participate in a support session one time only.

Allowed to use the Get Next Session feature

Enables the user to start supporting the oldest queued session from all of his or her teams simply by clicking a button.

Allowed to enable extended availability mode

Enables the user to receive email invitations from other users requesting to share a session even when he or she is not logged into the representative console.

Allowed to edit the external key

Enables the user to modify the external key from the session info pane of a session within the representative console.

Equilibrium

Allowed to opt out of session assignments

Enables the representative to mark himself or herself as unavailable for sessions to be assigned using Equilibrium.

Do not assign sessions if the representative is participating in at least

Sets the least number of sessions the representative must be supporting before sessions will no longer be automatically assigned using Equilibrium.

Do not assign sessions if the representative has been idle for at least

Sets the least amount of time the representative must have been idle before sessions will no longer be automatically assigned using Equilibrium.

Rep to Rep Screen Sharing

Allowed to show screen to other representatives

Enables the user to share his or her screen with another user without the receiving user having to join a session. This option is available even if the user is not in a session.

Allowed to give control when showing screen to other representatives

Enables the user sharing his or her screen to give keyboard and mouse control to the user viewing his or her screen.

Bomgar Buttons

Allowed to deploy and manage Bomgar Buttons in personal queue

Enables the user to deploy and manage personal Bomgar Buttons. This setting affects deploying Bomgar Buttons from both the web interface and the representative console. To deploy a Bomgar Button from within a session, the Bomgar Buttons Deployment session permission must also be allowed.

Allowed to deploy Team Bomgar Buttons

Enables the user to deploy team Bomgar Buttons for teams they are a member of. This setting affects deploying Bomgar Buttons from both the web interface and the representative console. To deploy a Bomgar Button from within a session, the Bomgar Buttons Deployment session permission must also be allowed.

Allowed to manage Team Bomgar Buttons

Enable the user to modify the Bomgar Buttons deployed to teams they are a member of. If the user is a team lead or manager, they can modify the personal Bomgar Buttons of any team members as well.

Allowed to change the Public Portal associated with Bomgar Buttons

Enables the user to set the public portal through which a Bomgar Button should connect. Because session policies may be applied to public portals, changing the portal may affect the permissions allowed in the session.

Jump Technology

Allowed Jump Methods: Allowed to start sessions through Jump Clients which use any of the following Jump methods

Enables the user to Jump to computers using Jump Clients, Local Jump on the local network, Remote Jump via a Jumpoint, RDP via a Jumpoint, Shell Jump via a Jumpoint, and/or Intel vPro via a Jumpoint.

Allowed to set passwords on Jump Clients

Enables the user to password-protect Jump Clients. Users with permission to modify all Jump Clients, regardless of team membership, can override passwords on individual Jump Clients.

Allowed to modify, remove and start sessions from Jump Clients without entering a password

Enables the user to access password-protected Jump Clients without needing to know the password.

Jump Client Permissions: Allowed to start sessions from all Jump Clients within the system

Enables the user to Jump to remote computers in all team and embassy Jump Groups.

Allowed to deploy, remove and modify Jump Clients in the following Jump Groups

Enables the user to pin sessions, set groups, and add comments to Jump Clients only for his or her personal Jump Group; for team and team members' Jump Groups; or for all Jump Groups, including those deployed to teams and embassies to which the user does not belong as well as to any user's personal Jump Group. This setting affects deploying Jump Clients from both the web interface and the representative console. To deploy a Jump Client from within a session, the Jump Clients Pinning/Unpinning session permission must also be allowed.

Allowed to change the Public Portal associated with Jump Clients

Enables the user to set the public portal through which a Jump Client should connect. Because session policies may be applied to public portals, changing the portal may affect the permissions allowed in the session.

Allowed to change the Session Policies associated with Jump Clients

Enables the user to set the session policy a Jump Client should use. Changing the session policy may affect the permissions allowed in the session.

Presentation

Allowed to give presentations

Enables the representative to give presentations to one or more attendees.

Allowed to grant control to a presentation attendee

Enables the representative to grant control of his or her computer to an attendee during a presentation. This setting affects only presentations and does not impact the Show My Screen feature of a support session. Only one attendee at a time can have control. The representative always maintains overriding control.

Representative Console

Idle Timeout

Set how long the representative can be idle before being logged out of the representative console. This permission can use the site-wide setting or can override that setting.

Full Support License Pool

Choose the license pool to which this representative should belong. When this representative logs into the representative console, a license is consumed from the designated license pool. If None is selected, the representative will be able to log into the representative console only if one or more licenses are left unassigned to license pools and are available.

Attended and Unattended Session Permissions

Set the prompting and permission rules that should apply to this user's sessions. Choose an existing session policy or define custom permissions for this user. If Not Defined, the global default policy will be used. These permissions may be overridden by a higher policy.

Use the same permissions for Unattended sessions

To use the same permissions for both attended and unattended sessions, check Use the same permissions for Unattended sessions. Uncheck this box to define attended and unattended permissions separately. You can also copy the permissions from one to the other.

Description

View the description of a pre-defined session permission policy.

Support Tool Prompting

Prompting Rules

Choose to ask the customer permission to use any of the support features below. Select No Prompting to never prompt, Always Prompt to always prompt, or Prompt for Some Tools to choose which permissions to prompt for. If Prompt for Some Tools is chosen, a Prompt Customer option will appear beside each tool with the options to Never prompt or to Always prompt. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Allowed to prompt once

If Screen Sharing is set to View and Control and prompting is enabled, this option appears. Check the box to make the screen sharing prompt request access to all tools during the session, with no further prompts.

Prompting Options

Set how long to wait for a response to a prompt before defaulting to the answer of Deny or Allow. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Screen Sharing

Screen Sharing

Enable the user to view or control the remote screen. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Application Sharing Prompt Behavior

Set if a request for screen sharing should always or never prompt the customer to select applications to share, or if the user can choose whether to prompt for application sharing or not. Selecting Always or Rep Decides also allows you to predefine application sharing restrictions.

Allowed Customer Restrictions

Set if the user can suspend the remote system's mouse and keyboard input. The user may also prevent the remote desktop from being displayed.

Allowed to show his/her screen to the customer

Enables the user to share his or her screen with the customer during a support session.

Browser Sharing

Enables the user to browse the same web page the customer is viewing without having control or seeing other applications. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Annotations

Enables the user to use annotation tools to draw on the remote system's screen. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

File Transfer

File Transfer

Enables the user to upload files to the remote system, download files from the remote system, or both. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Accessible paths on customer's filesystem

Allow the user to transfer files to or from any directories on the remote system or only specified directories.

Accessible paths on representative's filesystem

Allow the user to transfer files to or from any directories on his or her local system or only specified directories.

Command Shell

Command Shell

Enables the user to issue commands on the remote computer through a virtual command line interface. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

System Information

System Info

Enables the user to see system information about the remote computer. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Allowed to use system information actions

Enables the user to interact with processes and programs on the remote system without requiring screen sharing. Kill processes; start, stop, pause, resume, and restart services; and uninstall programs.

Registry Access

Registry Access

Enables the user to interact with the registry on a remote Windows system without requiring screen sharing. View, add, delete and edit keys, search and import/export keys.

Other Tools

Canned Scripts

Enables the user to run canned scripts that have been created for his or her teams. Note that when the user is in view-only screen sharing, the customer receives a prompt to allow the script to run. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Elevation

Enables the user to attempt to elevate the customer client to run with administrative rights on the remote system. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Bomgar Button Deployment

Enables the user to deploy or remove a Bomgar Button while in a session. Locations available for deployment depend on the Bomgar Button settings above. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Jump Clients Pinning/Unpinning

Enables the user to pin or unpin a Jump Client while in a session. Locations available for deployment depend on the Jump Client settings above. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Chat

Chat

Enables the user to chat with the remote customer. If Not Defined, this option will be set by the next lower priority policy. This setting may be overridden by a higher priority policy.

Allowed to push URLs to the customer's web browser

Enables the user to enter a URL into the chat area and then click the Push URL button to automatically open a web browser to that address on the remote computer.

Allowed to send files using the chat interface

Enables the user to send files via the chat interface.

Login Schedule

Restrict representative login to the following schedule

Set a schedule to define when users can log into the representative console. Set the time zone you want to use for this schedule, and then add one or more schedule entries. For each entry, set the start day and time and the end day and time.

If, for instance, the time is set to start at 8 am and end at 5 pm, a user can log in at any time during this window but may continue to work past the set end time. He or she will not, however, be allowed to log back in after 5 pm.

Force logout when the schedule does not permit login

If stricter access control is required, check this option. This forces the user to log out at the scheduled end time. In this case, the user receives recurring notifications beginning 15 minutes prior to being disconnected. When the user is logged out, any owned sessions will follow the session fallback rules.

Memberships

Support Teams

Designates the teams to which users in this group should be added. If a user is in another group that adds users to a team but you do not want users in this group to be on that team, set this policy to remove users from that team. Users added manually to a team cannot be removed via group policy.

Jumpoints

Designates Jumpoints to which users in this group have access.

For group policies only, if a user is in another group that gives access to a Jumpoint but you do not want users in this group to have access to that Jumpoint, set this policy to remove users from that Jumpoint. Users added manually to a Jumpoint cannot be removed via group policy.

Save Policy

Click Save Policy to put the policy into effect.

Export Policy

You can export a group policy from one site and import those permissions into a policy on another site. Edit the policy you wish to export and scroll to the bottom of the page. Click Export Policy and save the file.

Note: When exporting a group policy, only the policy name, account settings, and permissions are exported. Policy members, team memberships, and Jumpoint memberships are not included in the export.

Import Policy

You may import exported group policy settings to any other Bomgar site that supports group policy import. Create a new group policy or edit an exiting policy whose permissions you wish to overwrite, and scroll to the bottom of the page. Browse to the policy file and then click Import Policy. Once the policy file is uploaded, the page will refresh, allowing you to make modifications; click Save Policy to put the group policy into effect.

Note: Importing a policy file to an existing group policy will overwrite any previously defined permissions, with the exception of policy members, team memberships, and Jumpoint memberships.