Portal Administration. Administrator Guide

Portal Administration Administrator Guide

Portal Administration Guide Documentation version: 1.0 Legal Notice Legal Notice Copyright 2013 Symantec Corporation. All rights reserved. Symantec, the Symantec Logo, the Checkmark Logo and are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. No part of this document may be reproduced in any form by any means without prior written authorization of Symantec Corporation and its licensors, if any. Symantec Corporation 350 Ellis Street Mountain View, CA 94043 http://www.symantec.com Clients are advised to seek specialist advice to ensure that they use the Symantec services in accordance with relevant legislation and regulations. Depending on jurisdiction, this may include (but is not limited to) data protection law, privacy law, telecommunications regulations, and employment law. In many jurisdictions, it is a requirement that users of the service are informed of or required to give consent to their email being monitored or intercepted for the purpose of receiving the security services that are offered by Symantec. Due to local legislation, some features that are described in this documentation are not available in some countries. Configuration of the Services remains your responsibility and entirely in your control. In certain countries it may be necessary to obtain the consent of individual personnel. Symantec advises you to always check local legislation prior to deploying a Symantec service. You should understand your company s requirements around electronic messaging policy and any regulatory obligations applicable to your industry and jurisdiction. Symantec can accept no liability for any civil or criminal liability that may be incurred by you as a result of the operation of the Service or the implementation of any advice that is provided hereto. The documentation is provided "as is" and all express or implied conditions, representations, and warranties, including any implied warranty of merchantability, fitness for a particular purpose or non-infringement, are disclaimed, except to the extent that such disclaimers are held to be legally invalid. Symantec Corporation shall not be liable for incidental or consequential damages in connection with the furnishing, performance, or use of this documentation. The information that is contained in this documentation is subject to change without notice. Symantec may at its sole option vary these conditions of use by posting such revised terms to the website.

Technical support If you need help on an aspect of the security services that is not covered by the online Help or administrator guides, contact your IT administrator or Support team. To find your Support team's contact details in the portal, click Support > Contact us.

Contents Technical support... 3 Chapter 1 Introduction to the portal... 5 About the portal... 5 Logging on and off the portal... 7 Language support in the portal... 7 How long do settings take to apply?... 8 Setting SMS alerts... 8 General security best practice... 8 About logging in to the portal using the authentication server... 10 Setting up your authentication security information... 10 Updating your authentication profile... 11 About access control... 11 About two factor authentication... 12 Enabling two factor authentication... 12 About IP restrictions... 12 Enabling IP restrictions... 13 Chapter 2 Managing portal users and domains... 14 About managing portal users and domains... 14 Defining a portal user... 15 Managing portal users... 16 Defining standard roles... 17 Defining custom roles... 19 Making domain changes for Email Services... 23 Changing the number of service users... 23 Managing your contact list... 24 Changing your organization's address details... 25 Chapter 3 Managing your details in My Profile... 27 Viewing and editing your details in My Profile... 27 Changing your time zone in My Profile... 28 Changing your password in My Profile... 28

Chapter 1 Introduction to the portal This chapter includes the following topics: About the portal Logging on and off the portal Language support in the portal How long do settings take to apply? Setting SMS alerts General security best practice About logging in to the portal using the authentication server Setting up your authentication security information Updating your authentication profile About access control About two factor authentication Enabling two factor authentication About IP restrictions Enabling IP restrictions About the portal Use the service management portal as a center for the resources, support, and configuration of your security services. The easy-to-use pages offer a Dashboard view of your service statistics, with extensive reporting features and functionality for managing your users, all in one place.

Introduction to the portal About the portal 6 The features that you see in the portal depend on your access permissions and on your organization's service configuration. Note: We do not recommend you to use Microsoft Internet Explorer 6 for viewing the portal. Table 1-1 Section Dashboard Sections of the portal Description The Dashboard provides a visual snapshot of all your key service statistics in one place. You can configure the Dashboard to show the key statistics that are most important to you. Users and Groups Services The Users and Groups tab is a central point of access for the management of users and groups across your services. You can configure the settings for your cloud Email Security, Web Security, and Instant Messaging Security services. You can also open the Endpoint Protection and Backup Exec portal. In the portal you can check the status of your subscribed computers, add new computers, and manage your Backup Exec services. See How long do settings take to apply? on page 8. Reports Tools Support Administration You can download PDF summary reports of your Email, Web, and IM services. The reports contain graphs, tables, and key statistics relating to traffic volumes and service performance. You can download CSV files containing detailed statistics on your services. You can also schedule reports to be emailed to you at regular intervals. The Tools tab provides access to resources such as Track and Trace, and to software that you can download to help you manage your services. The Support tab provides links to the Support Ticketing Center and the online Help system. You can set up alerts to inform you of issues with your services. Use the Administration tab to manage your users and submit change requests.

Introduction to the portal Logging on and off the portal 7 Logging on and off the portal To log on to the portal, you need a user name and password. If your administrator has configured two factor authentication, then you also need a VIP credential. See About VIP credentials. To log on to the portal 1 Enter your user name. 2 Enter your password. 3 Click Log in. To log out of the portal From any screen in the portal, click the Log Out link in the top right of the screen. See About logging in to the portal using the authentication server on page 10. Language support in the portal You can view the portal in 11 languages. To change the language you see on screen, do one of the following Select the required language from the drop-down menu at the top of any screen. Select the My Profile link at the top of any page of the portal, then choose the required language from the Preferred language drop-down and click Save and Exit. In most places where you enter characters in the portal, you can use all Unicode characters. You are limited to single-byte alphanumeric characters (ASCII characters) in Email Content Control and IM Content Control, in the following areas: Names of lists Names of rules Names of groups Names of files can be entered using double-byte characters but these must be UTF-8 encoded. Most character sets and encoding types are supported for use in Email Content Control and IM Content Control lists to detect text content in emails and instant messages.

Introduction to the portal How long do settings take to apply? 8 How long do settings take to apply? Setting SMS alerts Typically, changes that you make to settings in the portal take effect within an hour. Some configuration changes are visible in the portal within minutes. You can receive SMS alerts to inform you of critical announcements on your security services. For example, we can send you an alert to notify you of a delay to our services. The alerts are delivered to a mobile device as text messages. The SMS alerts are specific to your services. You can define the domains that you want to receive alerts for. You can have SMS alerts sent to up to five telephone numbers. Note: Depending on how the portal is set up, you may not be able to set up SMS alerts. To receive SMS alerts 1 Select Support > SMS Alerts. 2 From the Global settings drop-down list, either: To receive SMS alerts for all domains on the same telephone numbers, select Global settings, or To receive SMS alerts for a specific domain, select the required domain name. 3 Enter up to five telephone numbers on which to receive SMS alerts. Include the country and the area codes. 4 Click Save and Exit. General security best practice The following guidelines will help the users in your organization follow computer security best practices: You should understand your company's requirements around electronic messaging policy and any regulatory obligations applicable to your industry and jurisdiction. We recommend that you have such a policy in place to govern your employees' use of email. The online resources are provided to help enable you to enforce and effectively implement an acceptable computer use policy.

Introduction to the portal General security best practice 9 Logon details to the portal should be kept secure and only used on a secure computer and a trusted computer. Because the portal is accessed over the Internet, ensure that procedures exist to revoke access when a member of staff leaves or no longer needs access. ServiceDesk authorized contacts should also be kept current. Choose long, non-obvious, and complex passwords that cannot be guessed by using a combination of uppercase, lowercase, numerals, and special characters, e.g.!#&'()+. Do not write down passwords. If you have difficulty remembering them, use Password Safe (if approved by your companies IT/Information Security department). Password Safe enables you to store multiple passwords securely, and means that you only have to remember one password to access them. Do not share passwords Change your password on a regular basis When logging into the portal, ensure that your Web browser goes to the correct URL for the portal. Further verification of the correct site can be made by viewing the site SSL certificate which is issued by the Entrust certificate authority. Your Web browser should verify that the certificate is genuine with the Entrust root certificate. When you download documents from the portal, the spreadsheet, word processing, or document software may cache a copy to a temporary area on your hard drive. Caching definitely occurs if an automatic save function is active. The cached copy may not be removed automatically - even after you close the document. The cached copy may be accessible to other users of your computer. Web browsers cannot cache the portal contents. Increase your security by not enabling Web browsers or proxy servers to override this feature. Be careful when adding or changing the settings in the portal. Check and check again that the correct settings are entered. Although we have safeguards in place, inadvisable changes to the portal settings may result in disrupted service or email that is directed to the wrong location. Regularly check the list of users who have access to the portal. Do users have more access than required for their role? Should they still have an account or be removed? Ensure that the computer that you use to access the portal is protected from malicious attacks. Use firewalls, proxy services, anti-malware detection, and other methods, as appropriate. Have security policies, standards, processes, and procedures in place at your company to ensure that you protect your information assets appropriately for your business. Ask your local IT/Information

Introduction to the portal About logging in to the portal using the authentication server 10 Security department for the policies that govern how information security is carried out in your company. Occasionally we may send you an email that requests that you log into the portal, for example to access a report. To reduce the risk of being exposed to a phishing email that contains branding or links that mimic the genuine portal, use the AntiVirus service. We recommend that you set up a separate account for the portal for each of your users. It is not advisable to share accounts. Ensure that your DNS is secure to prevent alteration of the MX records, which can potentially allow malicious redirection and unauthorized interception of email. To prevent domain hi-jacking, also ensure that contact details and security procedures are in place and up to date with the domain registrar. About logging in to the portal using the authentication server The authentication server handles your login to the portal. You may notice that the system redirects you to this authentication server when you log in to the portal. Once you have authenticated successfully, the system redirects you back to the portal. The authentication server lets you change your own password. If you forget your password, you can reset it by answering the security questions that you have already set up. See Updating your authentication profile on page 11. See Setting up your authentication security information on page 10. See Logging on and off the portal on page 7. Setting up your authentication security information The first time that you log in to the portal using the authentication server, you need to set up your security information. To set up your security information: 1 The login page for the portal redirects you to the authentication server. Enter your user name and password. 2 The first time that you log in using the authentication server, it identifies you as having an incomplete authentication profile. It prompts you to set up your security information.

Introduction to the portal Updating your authentication profile 11 Enter your email address (optional). For all three security questions, select the new question from the list. Enter your answers. You must choose three unique questions. Your answers to the questions must be between 3 and 50 character long. See Updating your authentication profile on page 11. See About logging in to the portal using the authentication server on page 10. Updating your authentication profile Your authentication profile contains your password and security questions. Your security questions are used to confirm your identity if you forget your password. To update your profile 1 To view your profile, click My Profile. The My Profile page is displayed. 2 To change your password: About access control Click Create new password Enter your old password. Enter and confirm your new password. 3 To change your security questions and answers: Click Create new security questions For all three security questions, select the new question from the list. Enter your answers. You must choose three unique questions. Your answers to the questions must be between 3 and 50 character long. 4 To complete updating your profile, click Save and Exit. To abandon your changes click Cancel. See About logging in to the portal using the authentication server on page 10. See Setting up your authentication security information on page 10. Access control provide a more comprehensive approach to security for your portal users. Two factor authentication enables an extra layer of security, in addition to the username and password.

Introduction to the portal About two factor authentication 12 IP restrictions limit your users to only logging in from approved IP addresses or address ranges. See About two factor authentication on page 12. See Enabling two factor authentication on page 12. See About IP restrictions on page 12. See Enabling IP restrictions on page 13. About two factor authentication Two factor authentication means that all of your portal users require a VIP credential, as well as their username and password, to log in to the portal. This significantly increases security. Only one set of credential per user is permitted. You cannot use different credentials (for example, VIP for Mobile and VIP Security Token) for a single user. To ensure that you can continue to access the portal, set up your own VIP credential before enabling this setting. See About VIP credentials. See About access control on page 11. See Enabling two factor authentication on page 12. Enabling two factor authentication To ensure that you can continue to access the portal, set up your own VIP credential before enabling this setting. To enable two factor authentication 1 Browse to Administration > Access Control. 2 Set Two Factor Authentication to Activate. See About VIP credentials. About IP restrictions See About access control on page 11. See About two factor authentication on page 12. IP restrictions limit all of your portal users to accessing the portal only from an IP address included in any of the specified ranges.

Introduction to the portal Enabling IP restrictions 13 This restriction provides a limited measure of security, as IP addresses could potentially be spoofed. Note: IP-based restricted access cannot detect instances in which the HTTP_FORWARDED_FOR header has been spoofed. We recommend using two factor authentication as well as IP restrictions for a more comprehensive approach to access control. See About access control on page 11. See About VIP credentials. See About IP restrictions on page 12. See About two factor authentication on page 12. See Enabling two factor authentication on page 12. Enabling IP restrictions We recommend using two factor authentication as well as IP restrictions for a more comprehensive approach to access control. To enable IP restrictions 1 Browse to Administration > Access Control. 2 Enter an IP address or range of IP addresses, then click Add. To ensure that you can continue to access the portal, add your own IP address details to the list. 3 Add more IP addresses or ranges as required, then click Add. 4 Change the State of all required IP addresses to On, either individually, or click Activate All. See About access control on page 11. See About IP restrictions on page 12. See About two factor authentication on page 12. See About VIP credentials. See Enabling two factor authentication on page 12.

Chapter 2 Managing portal users and domains This chapter includes the following topics: About managing portal users and domains Defining a portal user Managing portal users Defining standard roles Defining custom roles Making domain changes for Email Services Changing the number of service users Managing your contact list Changing your organization's address details About managing portal users and domains You can manage your portal users and your domains within the Administration tab of the portal. The main administrative areas are as follows: User Management Domain Changes User Changes View, add, edit or delete Administrator users and their permissions Add a new domain to use the services. Increase or decrease the number of service users associated with this account.

Managing portal users and domains Defining a portal user 15 Contact List Changes Address Changes Request changes to the account technical, invoicing or management contacts. Request a change of company name, address, phone, fax, or Web site. See Defining a portal user on page 15. See Managing portal users on page 16. See Defining custom roles on page 19. Defining a portal user See Defining standard roles on page 17. See Making domain changes for Email Services on page 23. See Changing the number of service users on page 23. See Managing your contact list on page 24. See Changing your organization's address details on page 25. Users can be delegated one of several roles that give them various levels of permission to carry out administrative tasks in the portal. To define a portal user 1 Select Administration > User Management. 2 Click Create new user. 3 Enter the user's full name (required), login name (required), and email address (optional). All portal users must have a unique login name, so an email address is recommended. 4 Select the Preferred language that the portal displays in. 5 Select the Preferred time zone for the user. The preferred time zone is used in time-related settings such as for scheduled reports and rules for Content Control. 6 Enter a password for the user (required). The new password must be at least eight characters long and contain alphabetic, numeric, and symbol characters. The user is prompted to change this password when they next log in to the system. Their new password is not visible to any other user.

Managing portal users and domains Managing portal users 16 7 Ensure that the User is enabled button is set to Yes. Setting this option to No disables the account. When the user has been created, this setting can be used to prevent future access to the portal for this account, without deleting the user altogether. 8 Select the appropriate option button to define whether User can manage other users. Setting this option to Yes enables the user to create new portal users and to manage existing portal users, including assigning new passwords to other users. 9 Click Save and Exit. Managing portal users The new user is added to the list of authorized portal users. Currently, the new user has no role allocated. See Defining standard roles on page 17. See Defining custom roles on page 19. The primary login account for the portal is the default administrator account that you are given when provisioned with the cloud security services. This account has permission to configure all provisioned services, create new users, and define user roles. To prevent accidental deletion of all portal users, this primary account cannot be deleted. We recommend that you set up all of your users with named accounts, and only use the primary login account as a default account to ensure that there is always an account that has full permissions. To view existing portal users 1 Select Administration > User Management. The names of the portal users that you manage and their logins are listed. Use the search facility or the navigation buttons to locate the required user. 2 To view and edit more details of the user, including their roles, click the user's name. To delete a portal user 1 Select Administration > User Management. 2 Select the user to delete by ticking the checkbox to the left of their name. 3 Click Delete selected.

Managing portal users and domains Defining standard roles 17 To edit a user's details 1 Select Administration > User Management. 2 Use the search facility or the navigation buttons to locate the required user. 3 Click the user's name. The details of the user are displayed. 4 Edit the details as appropriate. 5 Click Save and Exit. See Defining standard roles on page 17. See Defining custom roles on page 19. See Defining a portal user on page 15. Defining standard roles Assigning a role to a user gives them permission to view and where applicable, edit areas and settings in the portal. A Standard role enables you to grant access to all or a group of settings in the portal. A user can be assigned more than one role. Note: To enable a user to request changes to your provisioned domains, to use the Track and Trace feature, to raise support tickets, etc, assign a custom role. The standard roles are as follows: Full access View and edit configurations, generate reports, manage domains, and view Dashboards for all of your services and domains. Access the Administration screens to manage users and make change requests. Reports View Dashboards and generate reports for all of your services and domains. The user does not see the Services and Administration sections of the portal. The user only sees the Contact Support page in the Support section. Support Access all of the Support pages. The user does not see the Services, Administration, and Reports sections of the portal.

Managing portal users and domains Defining standard roles 18 Service View and edit configurations and generate reports for all provisioned domains for the service(s) selected from the list. The user does not see the Administration section of the portal. The user only sees the Contact Support page in the Support section. Domain (Email) View and edit configurations and generate reports for all provisioned services for the domains that you select from the drop-down list. The user does not see the Administration section of the portal. Note: This option only affects Email Services. The user cannot configure Web and IM Services with this role. Archiving Archive Administrator Option available when you create a Service Administrator. Search the Web browsing archive. Apply legal holds to the archive. The user does not see the Administration section of the portal. The user only sees the Contact Support page in the Support section. Note: This option only affects Archive Services. The Archive Administrator cannot configure Web Security Services. Archive Viewer Option available when you create a Service Administrator. Search the Web browsing archive. The user does not see the Administration section of the portal. The user only sees the Contact Support page in the Support section. Note: This option only affects Archive Services. The Archive Viewer cannot configure Web Security Services. To define a standard role for a user 1 Select Administration > User Management. 2 Select an existing user to allocate a role for (or create a new user). 3 Click the User roles tab. 4 Click Use standard role. 5 Select the role type to apply for this user. 6 Click Add role. The role is listed in the User roles tab.

Managing portal users and domains Defining custom roles 19 See Defining custom roles on page 19. Defining custom roles Assigning a role to a user gives permissions to view and configure certain areas and settings in the portal. A Custom role enables you to define more precisely the areas of the portal that a user can access, including the ability to make change requests to your provisioned setup. Defining a custom role for a user enables you to grant permission to view and edit configurations, statistics, and areas of the portal, and to raise change requests. Custom roles can be applied for all or specific services and domains. However, domain settings do not apply for some roles and some services. A user can be assigned more than one role. The uses of custom roles are explained in the following table. Table 2-1 Custom role Custom roles Description Edit Configuration Edit the configuration settings for the selected services. To edit configuration settings, the user requires both the View Configuration and Edit Configuration roles. The user does not see the dashboards and the Reports and Administration sections of the portal. The user only sees the Contact Support page in the Support section. View Configuration View the current configurations settings for the selected services; no changes can be made. The user does not see the dashboards and the Reports and Administration sections of the portal. The user only sees the Contact Support page in the Support section.

Managing portal users and domains Defining custom roles 20 Table 2-1 Custom role View Statistics Custom roles (continued) Description View the dashboards and generate reports for the selected services. The user does not see the Services and Administration sections of the portal. The user only sees the Contact Support page in the Support section. Request Changes In the Administration section, request domain, user, contact list, and address changes. The user does not see the dashboards and the Services and Reports sections of the portal, nor the dashboards. The user only sees the Contact Support page in the Support section. Raise Tickets Raise support tickets in the Ticketing page of the Support section. The user does not see the dashboards and the Services, Administration, and Reports sections of the portal. The user only sees the Ticketing, and Contact Support page in the Support section. Track and Trace Perform a search for an individual email on behalf of other people in the organization by the Track and Trace feature in the Support section. This role is only visible if your organization is provisioned to use Track and Trace. The user does not see the dashboards and the Services, Administration, and Reports sections of the portal. The user only sees the Track and Trace and Contact Support page in the Support section. Purchasing View Service Alerts If your organization purchased from the Symantec online store, this role enables the user to purchase more cloud security services from the store. View the Service Alerts page in the Support section. View the Contact Support page in the Support section. The user does not see the Services, Administration, and Reports sections of the portal.

Managing portal users and domains Defining custom roles 21 Table 2-1 Custom role View News Alerts Custom roles (continued) Description View the News Alerts page in the Support section. View the Contact Support page in the Support section. The user does not see the Services, Administration, and Reports sections of the portal. View Intelligence View the Intelligence page in the Support section. View the Contact Support page in the Support section. The user does not see the Services, Administration, and Reports sections of the portal. View Support Content View the Online Help page in the Support section. View the Contact Support page in the Support section. View the Contact Support area in the Support section. The user does not see the Services, Administration, and Reports sections of the portal. View Content View and search the content of the Web log archive; no changes can be made. The user does not see the dashboards and the Reports, Users and Groups, and Administration sections of the portal. The user only sees the Contact Support page in the Support section. Manage Content View and search the content of the Web log archive, create, edit, and remove legal holds. To edit content, the user requires both the View Content and Edit Content roles. The user does not see the dashboards and the Reports, Users and Groups, and Administration sections of the portal. The user only sees the Contact Support page in the Support section. View Community View the customer community where you can get help and tips and share information on our services with users in other organizations.

Managing portal users and domains Defining custom roles 22 Table 2-1 Custom role Manage Domains Custom roles (continued) Description Enables the user to add domains using the Domains section in the portal. The user can then add a domain using the guided steps, and have it tested and registered with the appropriate routes and associated address list. Without this permission, users can see the Domains section in the portal, but they cannot add domains. To define a custom role for a user 1 Select Administration > User Management. 2 Select an existing user to allocate a role for (or create a new user). 3 Click the User roles tab. 4 Click Create custom role. 5 Select the role to apply for this user from the drop-down list in the Permission section. 6 Select the service to apply the permissions for from the drop-down list in the Services section. 7 To apply the permission to: All domains, select All domains. Selected domains, select All selected domains, select the domain(s) to apply the role to, and click Add to list. In some circumstances it is useful to exclude domains from the selected domains list. To do so, select the domain(s) to exclude from the role and select All except selected domains 8 Click Append Role The role is applied for the user. Selecting services and domains is not appropriate for certain roles. If any of these are selected, the Services and Domains section is inactive. Selecting domains is not appropriate for certain services. If any of these are selected, the Domains section is inactive. See Defining standard roles on page 17.

Managing portal users and domains Making domain changes for Email Services 23 Making domain changes for Email Services You can no longer request changes to domains, inbound routes, or outbound routes with the Domain Change Request form. To manage your domains, navigate in the portal to Services > Email Services > Domains. To manage your inbound routes, navigate in the portal to Services > Email Services > Inbound Routes. To manage your outbound routes, navigate in the portal to Services > Email Services > Outbound Routes. You must complete a Change Request form to add your domain or domains to your Encryption or Archiving/Email Continuity configuration. You can access the necessary forms on the Change Request form page. Complete the necessary form or forms and email your request to Order Services. Changing the number of service users You can request to increase or decrease the number of users that the services are provisioned for. When you request to add or remove users, the Client Services team process the request and email a confirmation of the change to you. We aim to process your request within two days. The change comes into effect when you receive the confirmation email. To add or remove users 1 Select Administration > User Changes. The User Change Request page is displayed. 2 In the Contact Details section, enter or amend your contact details. EMEA means Europe, Middle East, and Africa. APAC means Asia and Pacific regions. 3 In the Add or Remove Users section, enter the number of users to increase or decrease your account by in the appropriate box.

Managing portal users and domains Managing your contact list 24 4 To provide us with any further information, enter your comments in the Additional Notes section (optional). 5 Click Submit. Managing your contact list The system displays a confirmation that the changes have been submitted. The confirmation includes a reference number to identify the request in case you need to query it in future. You can submit a request to add or delete contacts in your account. When you request a change to your contacts, the Client Services team processes the request and emails a confirmation of the change to you. We aim to process your request within two days. The change comes into effect when you receive the confirmation email. To add a contact 1 Select Administration > Contact List Changes. 2 In the Contact Details section, enter or amend your contact details. EMEA means Europe, Middle East, and Africa. APAC means the Asia and Pacific regions. 3 In the Add Contacts section, enter the details of the contact to add in the appropriate fields. 4 In the Authorization field, enter the department type that the contact belongs to. 5 Click Request. The details you have entered are listed. 6 In the Additional Notes section, provide us with any further information or comment (optional). 7 Click Submit. Confirmation that the changes have been submitted is displayed and you are given a reference number. The reference number helps you to identify the request in future, if required.

Managing portal users and domains Changing your organization's address details 25 To delete a contact 1 Select Administration > Contact List Changes. 2 In the Contact Details section, enter or amend your contact details. EMEA means Europe, Middle East, and Africa. APAC means the Asia and Pacific regions. 3 In the Delete Contacts section, enter the details of the contact to delete in the appropriate fields. 4 In the Authorization field, enter the department type that the contact belongs to. 5 Click Request. The details you have entered are listed. 6 In the Additional Notes section, provide us with any further information or comment (optional). 7 Click Submit. Confirmation that the changes have been submitted is displayed and you are given a reference number. The reference number helps you to identify the request in future, if required. Changing your organization's address details You can submit a request to change your mail address. When you request a change to your address details, the Client Services team processes the request and emails a confirmation of the change to you. We aim to process your request within two days. The change comes into effect when you receive the confirmation email. To change your address details 1 Select Administration > Address Changes. The Address Change Request page is displayed. 2 In the Contact Details seciton, enter or amend your contact details. EMEA means Europe, Middle East, and Africa. APAC means Asia and Pacific regions. 3 In the Address Change Request section, enter your new address details (required) and your fax number and Web site URL (optional) in the appropriate fields.

Managing portal users and domains Changing your organization's address details 26 4 In the Additional Notes section, provide us with any further information or comments (optional). 5 Click Submit. The system displays a confirmation that the changes have been submitted. The confirmation includes a reference number to identify the request in case you need to query it in future.

Chapter 3 Managing your details in My Profile This chapter includes the following topics: Viewing and editing your details in My Profile Changing your time zone in My Profile Changing your password in My Profile Viewing and editing your details in My Profile The My Profile page enables you to makes changes to your preferences for the portal. In the My Profile page you can view your Login name and Email address Table 3-1 My Profile details Full name Preferred language Preferred time zone Your full name is displayed at the top of any page in the portal. Make the required changes to your name and click Save and Exit. You can define the language of the portal when you log in. Select the required language from the Preferred language drop-down and click Save and Exit. The time zone that you specify here is used in several pages within the portal. For example, the time zone affects the reporting schedule and some time-related rules in Content Control. See Changing your time zone in My Profile on page 28.

Managing your details in My Profile Changing your time zone in My Profile 28 Table 3-1 My Profile details (continued) Password You can change the password that you use to log on to the portal. See Changing your password in My Profile on page 28. Changing your time zone in My Profile In the Preferred time zone drop-down in My Profile you establish your default time zone. Your default time zone is used in Report Requests and for other settings such as time-based rules in Content Control. To change your time zone 1 Select the My Profile link at the top of any page of the portal. 2 In the User Details section, select the required time zone from the Preferred time zone drop-down. 3 Click Save and Exit. Changing your password in My Profile You change your password in the My Profile area within the portal. Your password must be at least eight characters long and must contain at least one of each of the following character types: Alphabetic characters. Numeric characters. Symbol characters. To change your password for the portal 1 Select the My Profile link at the top of any page of the portal. 2 In the My Details section, select the Create new password option button. 3 Enter your current password. 4 Enter and confirm your new password. 5 Click Save and Exit. Confirmation that your password has been changed is displayed.

Managing your details in My Profile Changing your password in My Profile 29 Note: Authorized portal users who have the Can manage other users option set to Yes can reset passwords for other portal users. See Defining a portal user on page 15.