Process for adding New Admins

Partner Portal

Start by going to https://id.sophos.com and logging in with your Primary Partner Email Address and
Password

Next click on the Partner Portal

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Process for adding New Admins

From the Partner Portal, Click on the Person Icon at the top right and then Click on Settings

From the Partner Profile, Click on Manage Users

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Process for adding New Admins

From the Manage Users page we would recommend first searching by E-mail Address for the person
your adding.

After you verified that they don't exist, click on Add New User

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Process for adding New Admins

Fill in the New User Information

Fill in the User Address

And finally the User Access and Roles

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Process for adding New Admins

• Role - This assigns the Role for the Partner Portal

• Portal Access Type - This determines what they can see in the Partner Portal
• User Admin - Can you Manage Users in the Partner Portal
• Central Partner Dashboard Admin - Will assign them the Primary Portal Admin and Partner
Super Admin Role
• MSP Usage File Access - Can they access the MSP Usage File in Partner Portal
• Central Partner Dashboard Access - Grants them access to the Partner Dashboard

At this point a Welcome E-mail will be sent to the user. It will contain a link valid for 24 hours. They need
to click on that link to create a password for the Partner Portal

Once they logon to the Partner Portal, they will need to click on the Manage Sophos Central.

They will be guided to create a PIN that they need to remember for recovery purposes for Multi Factor
Authentication.

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Process for adding New Admins

You will be given the option of SMS or Google Authenticator for your MFA. The easiest and fastest is
the Google Authenticator.

If they're not assigned Central Partner Dashboard Admin, once they get access to the Central Partner
Dashboard they will see nothing. The default role is Partner Read Only with No Customers. At this point
they need to log out.

The sync will take about 15 to 20 minutes before you will see them in the Central Partner Dashboard
Administrators.

Central Partner Dasboard

Now, as the Primary Partner Admin or one of the Partner Super Admins, logon to the Central Partner
Dashboard.

To do this your going to go to https://id.sophos.com again and this time click on Central Partner
Dashboard.

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Process for adding New Admins

Next click on Settings and Policies and then Administrators

In the Search Box put the E-mail Address or name of the person your looking for. Then click on the
User's Name.

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Process for adding New Admins

***If there is a Lock next to the User's Name, that means that they're still logged into the Dashboard and
you won't be able to make any changes***

You will notice that the User is a Partner Read-only with Zero Customer Accounts.

Click Edit below the User Icon on the left.

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Process for adding New Admins

Before we get to the Edit Screen, we need to discuss Admin Roles. Below is all the Predefinied Roles
that are available. Partner Super Admins are the only ones allowed to control Role Based
Administration, Global Policies and have access to All Customers.

Every other role is as defined and will need to have the Customers Manually selected for them.

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Process for adding New Admins

Based on the Roles above, we're going to make this User a Partner Admin, with Central Firewall
Manager Access and Access to all current customers.

We'll now see that the New User is a Partner Admin, has access to the Firewall Manager and has
access to all 121 Current Customers.

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Process for adding New Admins

***If a new Customer is added, then you will need to edit this user to add the New Customer to his
account***

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Process for adding New Admins

Central Firewall Manager

Next will be setting up the Users Roles on the Central Firewall Manager. If you just enabled the User for
Firewall Manage Access, please wait about 15 minutes for the sync to happen.

Once Sync'd from the Central Partner Dashboard, click Manage Firewall and then click the Manage
button.

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Process for adding New Admins

That will launch the Central Firewall Manager in another Tab of your browser.

Click on System & Monitor and then on the left side Administration.

Click on the User Tab and then click on Email ID.

Enter the Email Address of the New User.

Then click on the Pencil Icon to Edit.

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Process for adding New Admins

Select the Access Profile from the dropdown.

• Device Administrator - Device Administration Only for the Devices or Groups of Devices listed
below.
• Administrator - Access to Administration features and the Devices or Groups of Devices listed
below.
• Read-Only - Read-Only access to the Devices or Groups of Devices listed below.

Select the correct Access Profile and then the selected devices or the device group. In this case we'll
select the All MSP Device Group.

All MSP Devices is a dynamic group setup based on the Country of the Firewalls. This is the easiest
way to give access to all Firewalls.

Then click Save at the bottom left.

Your user setup is now complete.

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Process for adding New Admins

CFM Group Creation

If you don't have the All MSP Device Group setup, this will walk you through that process.

Click on the Managed Devices on the Left Bar. Then click on the Device Group Tab and click Add

Enter the Name: All MSP Firewalls

Then on the first drop down - select Country

Select all the Coutries that apply to your region. ***Only Regions where Firewalls have been deployed
and managed by CFM will show up here***

Then click Save. Your now all set with the All MSP Firewalls group.

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