Management Console Admin Guide Copyright Copyright2020, Webroot. Allrights reserved. GSMAdminGuide Informationinthis documentis subjecttochange withoutnotice. The software describedinthis documentis furnishedunder a license agreementor nondisclosure agreement. The software may be usedor copiedonlyinaccordance withthe terms of those agreements. Nopartof this publicationmaybe reproduced, storedina retrievalsystem, or transmittedinanyformor any means electronic or mechanical, includingphotocopyingandrecordingfor anypurpose other than the purchaser's personaluse withoutthe writtenpermissionof Webroot. Table of Contents Chapter 1: GlobalSite Manager AdminGuide 1 CreatingAccounts 2 Enablingtwo-factor authentication(2FA) 5 SelectingYour Console 13 Aboutthe ManagedService Provider Console 16 AboutThe Business Console 19 Aboutthe SpotlightTour 22 CommunicatingThroughFirewalls 24 EnhancedMobile Device Display 26 ChangingConsoles 28 RenamingConsoles 32 Accessingthe EndpointConsole 36 SystemRequirements 42 Chapter 2: WorkingWithDashboards 43 CreatingDashboardCharts 44 EditingDashboardCharts 51 DrillingDowninDashboardCharts 58 DeletingDashboardCharts 65 Chapter 3: WorkingWithSites 68 ManagementConsole Sites Tab Overview 69 AddingSites 73 FilteringSites 81 Searchingfor Sites 86 DownloadingCSV Files 88 SortingSites 90 ViewingSite Summaries 92 Inside the Manage Button 93 SummaryTab 93 Details Tab 94 Permissions Tab 94 EndpointProtectionTab 95 DNS ProtectionTab 95 SecurityAwareness TrainingTab 95 Downloads Tab 95 ViewingMulti-Site Summaries 96 - i - GSM AdminGuide SuspendingandResumingSite Protection 108 DeactivatingSite Protection 111 EditingSite Details 114 TaggingSites 122 UpdatingSite AdminPermissions 132 EditingSite Settings 136 SettingSite-LevelData Filters 142 DownloadingWebroot 149 Chapter 4: WorkingWithAdmins 153 AddingAdmins 154 UpdatingAdminInformation 160 Changingyour accountsecuritysettings 166 DeletingAdmins 175 AboutManagementConsole AdminPermissions 179 ManagementConsole Platform- ManagementConsole Access 179 ManagementConsole Platform- EndpointProtectionConsole Access 181 SecureAnywhere Platform- AdminLevel- EndpointProtection 182 SecureAnywhere Platform- Basic Level- EndpointProtection 183 SecureAnywhere Platform- NoAccess Level- EndpointProtection 185 Chapter 5: WorkingWithGroups 187 AddingGroups 188 EditingGroups 198 DeletingGroups 204 Chapter 6: WorkingWithDevices 208 Device ManagementOverview 209 Groups TabFilters 209 Groups TabColumns 210 Groups TabPage-ThroughFunctionality 211 EditingPolicies AppliedToDevices 214 AddingWebOverrides toDevices 219 WhitelistingFiles onDevices 224 RestoringFiles FromQuarantine 228 ViewingProtectedDevices 233 ViewingDevices NotSeenRecently 236 ViewingDevices ThatNeedAttention 239 ViewingDevices ThatHave Expired 245 ViewingDevices ThatNeedAttentionAndAre Expired 248 - ii - ViewingDevice Summaries 252 Status andLastSeen 254 SummaryTab 255 Infections EncounteredTab 256 BlockedURLs Tab 256 ScanHistoryTab 257 Searchingfor Devices 258 FilteringDevices BySite Names 261 FilteringDevices bySite Statuses 264 FilteringDevices WithinGroups 267 MovingDevices BetweenGroups 270 SortingDevices WithinGroups 275 DisplayingScanHistories 277 IssuingAgentCommands 283 ViewingAgentCommandLogs 288 Chapter 7: WorkingWithPolicies 295 CreatingPolicies 296 EditingPolicies 302 Basic ConfigurationSettings 311 ScanSchedule 315 ScanSettings 317 Self ProtectionSettings 321 Heuristics 322 Realtime ShieldSettings 326 Behavior ShieldSettings 329 Core SystemShield 330 WebThreatShield 332 IdentityShield 335 Firewall 338 User Interface 340 SystemOptimizer 341 EvasionShieldSettings 350 RenamingPolicies 352 CopyingPolicies 355 ImportingPolicies Manually 359 DeletingPolicies 364 Chapter 8: WorkingWithOverrides 368 - iii - GSM AdminGuide CreatingWebOverrides 369 CreatingWhitelistOverrides 375 CreatingBlacklistOverrides 383 EditingWebOverrides 387 ImportingOverrides 393 ViewingWebOverrides 398 DeletingOverrides 402 DeletingWebOverrides 406 CustomizingBlockPages 411 Chapter 9: WorkingWithAlerts 417 CreatingAlerts 418 DeletingAlerts 426 Suspendingor ResumingAlerts 430 CreatingDistributionLists 435 Chapter 10: WorkingWithReports 440 GlobalSite Manager Reports Overview 441 CreatingReports 442 GeneratingReports 448 GeneratingOn-DemandReports 454 CreatingReportTemplates 477 AccessingReportHistories 492 DownloadingReports 495 Chapter 11: WorkingWithSettings 500 Settings Overview 501 ViewingAccountInformation 503 AccessingUsage Data 507 DownloadingUsage Data Reports 515 SettingGSM-LevelData Filters 521 CreatingAPI ClientCredentials 528 Accessingthe MyBillingportal 536 Addinganaccountonthe MyBillingportal 538 Usingthe MyBillingPortaltoPaya Bill 543 SettingUpAutoPay 553 UpdatingSavedCreditCardInformationinthe MyBillingPortal 556 Chapter 12: About DNSProtection 558 DNSProtectionOverview 559 - iv - StartingDNSProtectionTrials 560 Step1— Activate a Trial 560 Step2— TrialConfirmationandBeginGuidedSetup 561 Aboutthe DNSProtectionGuidedSetup 563 Step1— SelectDNSGroupPolicy 563 Step2— SelectEndpoints 564 Step3— Review andConfirm 565 Chapter 13: About SecurityAwareness Training 567 SecurityAwareness TrainingOverview 568 StartingSecurityAwareness TrainingTrials 569 Activate a Trial 569 TrialConfirmationandBeginGuidedSetup 570 GuidedSetup- Overview 570 Aboutthe SecurityAwareness TrainingGuidedSetup 572 Step1— VerifyDomain 572 Step2— ImportTargets 573 Step3— Review Campaigns 573 Chapter 14: WorkingWiththe Business Console 575 Business Console Overview 576 SettingUpYour Business Console 579 Aboutthe Business DashboardTab 583 EndpointProtection 583 DNSProtection 584 SecurityAwareness Training 585 Dashboard Charts 586 ViewingandEditingCompanyInformation 588 ViewingandEditingAdvancedSettings 590 PurchasingAdditionalSite Seats 594 DNSProtectionTrial 598 SecurityAwareness TrainingTrial 603 Aboutthe Business Console SpotlightTour 608 Goingtothe EndpointConsole 610 Chapter 15: GlobalSite Manager Support 613 AccessingTechnicalSupport 614 Index i - 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