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User Manual

Teams

The Keenetic Remote Monitoring and Management (RMM) system provides the ability to grant shared access to sites, allowing team members to simultaneously perform remote monitoring and management of sites. Each Keenetic RMM user can create multiple teams, invite members, assign roles, and provide shared access to their sites. The table below presents the differences in privileges and limitations for each role.

Functionality

Owner

Admin

Manager

Viewer

Notes

1

Access management to sites

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Ability to grant and revoke shared access to sites for the team.

2

Team member management

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Ability to view the list of members, invite and remove members from the team, and change their roles.

3

Team settings management

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Ability to delete or rename the team.

4

Leaving the team

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Ability to leave the team.

5

Seamless access to Web interface without restrictions

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Ability to change settings in the web interface of the shared node.

6

Seamless access to Web interface in read-only mode

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Ability to view settings in the web interface of the shared node.

7

Update and OS reboot operations

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Ability to perform OS updates and reboots on nodes and sites with shared access.

8

Viewing tasks

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Ability to view tasks related to nodes and sites with shared access, created by team members.

9

Clearing tasks

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Ability to clear the list of completed tasks created by other team members.

10

Client management

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Ability to rename, register, and deregister clients connected to shared sites.

11

Rights confirmation

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Display of the "Confirm Rights" button in the interface and the ability to enter credentials for shared sites to confirm rights.

12

Site renaming

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Ability to change the name of a shared site.

13

Editing site information

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Ability to edit the "Description" and "Address" fields on the detailed page of a shared site.

14

Site deletion

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Ability to delete a shared site from Keenetic RMM.

Instructions for the "Owner" Role

In each team, there can only be one Owner — the user who created the team. The Owner role cannot be changed, and the user with this role cannot be removed from the team.

Additional Recommendations

1. Creating a team

To create a new team, follow these steps:

  1. Go to the Teams section in the side menu.

  2. Click the Create team button.

  3. Enter the team name and click Confirm.

After creating the team, you can add team members and grant them access to sites.

2. Renaming a team

If you need to change the team name:

  1. Go to the Teams section in the side menu.

  2. Hover over the team you want to rename.

  3. Click the edit icon (pencil).

  4. Enter the new team name and click Confirm.

Alternatively:

  1. Go to the Teams section in the side menu.

  2. Click on the desired team name.

  3. In the top-right corner, click the Additional options button (three dots).

  4. Click Rename Team.

  5. Enter the new team name and click Confirm.

3. Adding members to a team

To invite new members to the team:

  1. Go to the Teams section in the side menu.

  2. Click on the desired team name.

  3. Click the Invite member button.

  4. In the form that opens:

    • Select the role for the new member from the dropdown list.

    • Click Confirm.

  5. Copy the invitation link using the Copy link button.

  6. Send the invitation link to the person you want to add to the team.

Note

The invitation link is valid for 72 hours. If the link expires, create a new invitation. Only one user can join per link.

4. Changing a member's role

To change a member's role:

  1. Go to the Teams section in the side menu.

  2. Click on the desired team name.

  3. In the members table, find the Role column.

  4. Click the dropdown list in the member's row whose role you want to change.

  5. Select the new role from the list.

5. Removing a member

To remove a member:

  1. Go to the Teams section in the side menu.

  2. Click on the desired team name.

  3. In the member's row, click the remove icon (cross).

  4. In the pop-up window, click Remove and confirm the action.

6. Group operations with team members

Group operations allow you to perform actions with multiple team members simultaneously, such as changing roles or removing them.

6.1. Assigning roles to multiple members

To assign a new role to multiple members at once:

  1. Go to the Teams section in the side menu.

  2. Select the desired team by clicking on its name.

  3. In the members table:

    • Use checkboxes to select the members whose roles you want to change.

  4. In the group operations menu, click Role.

  5. In the form that opens:

    • Select the new role from the dropdown list.

    • Click Confirm.

6.2. Removing multiple members

To remove multiple members from the team:

  1. Go to the Teams section in the side menu.

  2. Select the desired team by clicking on its name.

  3. In the members table:

    • Use checkboxes to select the members you want to remove.

  4. In the group operations menu, click Remove.

  5. Confirm the action in the pop-up window.

Note

Ensure you have selected the correct team members before confirming changes or removals.

Removed members lose access to the team and its sites.

7. Managing access to sites

7.1. Granting access to sites

To grant access to sites for team members:

  1. Go to the Teams section in the side menu.

  2. Select the desired team by clicking on its name.

  3. On the team page, go to the Sites tab.

  4. Click the Grant access button.

  5. In the form that opens:

    • You will see a list of sites you own.

    • Use the search bar or pagination to find the desired site.

    • Search can be performed by:

      • Site name,

      • Controller name,

      • Service tag,

      • IP or address.

  6. Use checkboxes to select the sites you want to grant access to.

  7. Click Continue.

  8. In the new window, review the list of selected sites and click Confirm.

7.2. Revoking access to a site

To revoke access to a site:

  1. Go to the Teams section in the side menu.

  2. Select the desired team by clicking on its name.

  3. On the team page, go to the Sites tab.

  4. In the sites table:

    • Find the site for which you want to revoke access.

    • Click the Revoke access icon (cross) in the site's row.

  5. Confirm the action in the pop-up window.

7.3. Revoking access to multiple sites

To revoke access to multiple sites at once:

  1. Go to the Teams section in the side menu.

  2. Select the desired team by clicking on its name.

  3. On the team page, go to the Sites tab.

  4. In the sites table:

    • Use checkboxes to select the sites for which you want to revoke access.

  5. In the group operations menu, click Revoke access.

  6. Confirm the action in the pop-up window.

7.4. Auto-grant access function

The Auto-grant access function allows you to automatically grant team members access to all your sites.

Turning on Auto-grant access:

  1. Go to the Teams section in the side menu.

  2. Select the desired team by clicking on its name.

  3. On the team page, go to the Sites tab.

  4. Click the Turn on Auto-Access button or toggle the switch in the top-right corner.

  5. Confirm the action in the pop-up window.

Turning off Auto-grant access:

  1. Go to the Teams section in the side menu.

  2. Select the desired team by clicking on its name.

  3. On the team page, go to the Sites tab.

  4. Click the Turn off Auto-Grant Access button or toggle the switch in the top-right corner of the screen labeled "Grant this team access to all sites."

  5. Confirm the action in the pop-up window.

Note

When Auto-grant access is enabled, all current and future sites you own will automatically be accessible to team members.

When Auto-grant access is disabled, access to all sites is revoked for all members.

8. Deleting a team and leaving a team

8.1. Deleting your own team

If you are the owner of a team, you can delete it. This will revoke access to sites for all members.

To delete your team:

  1. Go to the Teams section in the side menu.

  2. Select your team from the list.

  3. Click the Delete icon (trash bin).

  4. Confirm the action in the pop-up window.

Alternatively:

  1. Go to the Teams section in the side menu.

  2. Click on the desired team name.

  3. In the top-right corner, click the Additional options button (three dots).

  4. Click Delete Team.

  5. Confirm the action in the pop-up window.

Note

After deleting the team, access to sites will be revoked for all members.

A deleted team cannot be restored.

8.2. Leaving someone else's Team

If you were invited to someone else's team as a member, you can leave it. This will revoke your access to all sites in that team.

To leave someone else's team:

  1. Go to the Teams section in the side menu.

  2. Select the team you want to leave.

  3. Click the Leave team icon (exit).

  4. Confirm the action in the pop-up window.

Note

After leaving the team, you will no longer be able to view or manage its sites.

If you need access again, the team owner must re-invite you.

8.3. Group Operations with Teams

You can delete multiple teams you own or leave multiple teams you are a member of simultaneously using group operations.

To perform group operations:

  1. Go to the Teams section in the side menu.

  2. Use checkboxes to select the teams you want to delete or leave.

  3. In the group operations menu, click the Leave or delete teams button.

  4. Confirm the action in the pop-up window.

Note

Ensure you have selected the correct teams before confirming the action.

Additional Recommendations

  • Ensure all team members understand their roles and responsibilities.

  • Regularly review the team composition and adjust member roles as needed.

  • If you have any questions or encounter difficulties, contact our Supportsupport@keenetic.de.