This article describes SSProtect User Roles to help you determine how to get started.
The article provides basic guidance and references for all users, helping you determine the Role to assume in identifying the appropriate Quick Start article that includes procedures to download, install, provision, and use the software.
For Everyone, At Minimum
All users should peruse the following materials as a starting point, if only in brief:
- Skim read Our Technology to understand how our approach differs from traditional encryption*
- Refer to Components and Names to gain familiarity with terms and component you will encounter
- Use Help from any :Foundation Client display to find articles specific to your operating context
* It is of the highest importance that we communicate our capabilities with precision and accuracy. If at any time you feel our services do not deliver as expected, please let us know so we can make the appropriate adjustments to meet your needs.
SSProtect is a unified, secure data management system that protects content while offering detailed, precision reporting and in-depth data analysis capabilities. System services are designed to deliver the highest levels of data security while minimizing end-user and administrative impact.
This is delivered using a SaaS platform that aims to reduce sensitive data disclosure using encryption, access control, continuous integrity protection, and highly-available secure data storage. Advanced capabilities are derived from layered facilities for IT and Security Operations to manage both day to day operations and the most extreme data breach dynamics presented during Incident Response and Recovery.
Using Test Accounts
You can opt to use a, "throwaway email address" for your first Account - one you know you won't use long-term. You can migrate data later. An alias or catch-all works well. If you don't know what this means, you will probably be working with a Registration Email or as an Individual Account holder, in which case this consideration is not relevant. See below.
Resetting an Account
Installation is decoupled from your configuration, and you can provision more than one Account at a time. Most options can be modified after your initial Installation choices, and you can always email Support (from the Account email address) if your intended configuration doesn't line up with the results you achieve.
Available Roles and Quick References
Use the summary information below to choose your assumed User Role, then navigate to the associated Quick Start reference to continue. Advanced considerations follow.
Individual Account - You intend to work independently, without an Organization
Organization User - You received an SSProtect Registration Email message
If you received an SSProtect Registration Email message with temporary credentials, and you are not a member of the deployment/ administrative team, refer to the Quick Start article, Organization User.
Organization Delegate - You received an SSProtect Registration Email message
If you received an SSProtect Registration Email message with temporary credentials, and you are a member of the deployment/ administrative team, refer to the Quick Start article, Organization Delegate.
Organization Administrator - You intent to create and manage an Organization
If you are the primary resource responsible for creating an SSProtect Organization, whether planning to delegate administration to others or maintain the Organization yourself, refer to the Quick Start article, Organization Administrator.
Migrating an Individual Account to an Existing Organization
At the present time, you cannot migrate an existing Account to an existing Organization. You can, however, migrate to a new Organization that you Administer, then setup Third Party Trust agreements with the target Organization. This is a strong consideration for future change. For details on migrating to an Organization, see the article, Converting to an Organization Account.
Migrating an Individual Account to Administer a New Organization
You can start and work with an Individual Account then at any later time migrate to be the Administrator of a new Organization. This is common when Evaluating the software for the first time, even when you know you will be the Organization Administrator, as the Individual Account masks Organization configuration details that can be distracting on first use. This also provides you with the same context an Organization User will see, since it is very similar to the operation of an Individual Account (minus management features noted in related articles).
This is also a common scenario if, after working with an Individual Account, you find value in deploying multiple Organization Accounts to different host environments, perhaps as a way to stage integration work you are performing with :Expand. In some cases, you may qualify for more agreeable pricing terms, so be sure to check with your DefiniSec Representative or Support before making any final decisions.
Refer to the article, Migrating to an Organization Account, for details.
Topic Summary and Ordered Review
For those that wish to take an ordered approach and review materials before engaging with the software, which is appropriate for an Organization Administrator and/ or Delegate before formal non-evaluation deployment, review the foundation Topics in the order listed below, which provide everything you will need to know in order to acquire, install, provision, and start using the software:
- Concepts - Overview, Terminology, Insight on Users, Accounts, Organizations, and Resources
- Deployment - Stipulations for managing individual host Resources
- Installation - Requirements, Installing, Updating, Uninstalling (TBD)
- Provisioning - Starting w/ Registration, Creating an Account, 1st Time Use
- Licensing - Review the general approach to Licensing to prepare for User Management
- To start working with content, refer to, Protecting and Working with Files
You can search this site for more information on various topics, or use this link to submit a specific request. You can also send email directly to firstname.lastname@example.org, and our staff will respond to your needs as soon as possible.
In the meantime, don't forget to check out our primary website and Insights columns for information on current trends, security topics, and how our technologies relate.
This article was updated w/ v9.4.2 of the :Foundation Client