Remote Access Configuration

This section describes how to configure remote access to the system.

To make the best use of these documents, you must already have access to Cloud.Red, have worked with WorldTech IT to onboard your managed hosts, and have a basic understanding of navigating the Cloud.Red portal.

Further – various functions highlighted in these documents will require elevated roles to execute. For example – you may need Edit or Admin rights on the Account, Agents, or Device Groups to execute. If you do not have the necessary rights to execute a required function, please consult your client administrator.

Cloud.Red Remote Access can be easily configured from the GUI, in accordance with your permissions, for Account, Agents, and Device Groups.

Account Controls:

To access the account controls:

1. Click on the upper-right-hand navigation icon
2. Select “account properties”

You will see controls for Remote Management, SSO, and File Transfer. If you make any changes, click the “update” button to save your changes.

Note: Consult the “Remote Access Controls” section for information on defaults.

Account Permissions

To access account permissions:

1. Click on the upper-right-hand navigation icon.
2. Select “Users & Permissions”.

Here, you can see a list of users for the account and modify users’ permissions based on your own permissions.

Please note: Users who have not yet accepted their invitation to the account will not appear.

To configure remote access for an agent:

1. From the left menu pane, select “Agents”.
2. In the Agents List, click on the actions icon next to the agent’s name and select “Remote Management”.

A dialog window will pop up with controls for Remote Management, SSO, and File Transfer.

Note: For changes to save make sure to click the update button Note: Consult the “Remote Access Controls” section for information on defaults.

Device Group Permissions

To configure permissions for a device group:

1. From the left menu pane, select “Device Groups”.
2. In the Agents List, click on the menu icon next to the device group’s name and select “Permissions”.

You will see a list of users for the agent and can modify users’ permissions as allowed by your own permissions.

Please note: Users who have not yet accepted their invitation to the account will not appear.