In this article, you will learn how to create a new HEIMDAL Dashboard account and how to assign roles to the created account. The HEIMDAL Dashboard allows you to create Enterprise accounts, Reseller accounts, Distributor accounts and Visitor accounts.
1. From the HEIMDAL Dashboard homepage, go to the Accounts section and click Create New Account.
2. Fill in the Basic Information fields and the Personal Information fields:
- Insert a login email address;
- Insert the customer's name;
- Select the preferred time zone;
- Choose the preferred currency;
- Select the Dashboard language;
- Insert the customer's full name;
- Insert phone number (optional).
3. The enterprise account can be configured to receive Reports and Alerts for the HEIMDAL Security products:
Enabling the Privileged Access Management Alerts will display a dropdown menu with the following settings:
- Manual - the user will receive an email notification for each elevation request when Privileged Access Management is set on Approval via Dashboard;
- Auto - the user will receive an email notification for each elevation request when Privileged Access Management is set on Auto-mode;
- Both - the user will receive email notifications for all elevation requests.
A reseller account will get access to the Partner Reports, where the reporting can be configured for each customer under the reseller customer.
4. Fill in the Miscellaneous Settings:
- Roles: choose the role of the account - distributor (can create distributor/reseller/customer/visitor accounts), reseller (can create reseller/customer/visitor accounts), visitor (cannot create any other accounts), no role selected (can create customer accounts);
- Custom Roles - assign a custom role created on your Enterprise customer account. Custom Roles can be cumulated (this means that if one custom role has a specific claim disabled, and another custom role has the same claim enabled when we are adding both roles to the account, the intended behavior is for the claim to be enabled);
- Account Activated: choose if the account is activated on creation or not;
- Do not require password change on initial login: allows the user to log in without changing the initial password;
- Do not require 2-Factor: disable the 2-Factor Authentication on login;
- Display mode (available only for the Visitor role only) - sets a 3-minute refresh rate for the data listed on the page the user is viewing. It does not refresh the entire page but only the data sets listed in the page;
- IP List: add an IP, a range of IPs, or a list of IPs from where the user can log in to the HEIMDAL Dashboard;
5. Press Create Account to finish the process. The system will automatically send the account creation e-mails to the newly-created user's email address.
IMPORTANT
An existing HEIMDAL Dashboard account can be duplicated from your user account's settings by clicking the Duplicate User option (the duplicated account needs to be filled in with the Basic & Personal Information of the new user). 
Creating a Distributor account: create a new account, fill in all the Basic Information fields, Personal Information fields, and the Miscellaneous Settings (by assigning it the Distributor role). This role can be assigned only from another account with a Distributor role inside the organization.
Creating a Reseller account: create a new account, fill in all the Basic Information fields, Personal Information fields, and the Miscellaneous Settings (by assigning it the Reseller role). This role can be assigned by your Distributor or another account with a Reseller role inside your organization.
Creating an Enterprise account: create a new account, fill in all the Basic Information fields, Personal Information fields, and the Miscellaneous Settings (by assigning NO role; the Customer role will be automatically detected when you select the Customer in the Basic Information section). This role can be assigned by your Distributor or Reseller or from another account with a Customer role inside your organization.
Creating a Visitor account: create a new account, fill in all the Basic Information fields, Personal Information fields, and the Miscellaneous Settings (by assigning the Visitor role). This role can be assigned by your Distributor or Reseller or from another account with a Customer role inside your organization.
