Grant privileges and roles needed for setup [privileges-to-setup-beats]

::::{important} Setting up Heartbeat is an admin-level task that requires extra privileges. As a best practice, grant the setup role to administrators only, and use a more restrictive role for event publishing. ::::

Administrators who set up Heartbeat typically need to load mappings, dashboards, and other objects used to index data into {{es}} and visualize it in {{kib}}.

To grant users the required privileges:

1. Create a setup role, called something like heartbeat_setup, that has the following privileges:

   Type	Privilege	Purpose
   Cluster	monitor	Retrieve cluster details (e.g. version)
   Cluster	manage_ilm	Set up and manage index lifecycle management (ILM) policy
   Index	manage on heartbeat-* indices	Load data stream

   Omit any privileges that aren’t relevant in your environment.

   ::::{note} These instructions assume that you are using the default name for Heartbeat indices. If heartbeat-* is not listed, or you are using a custom name, enter it manually and modify the privileges to match your index naming pattern. ::::

2. Assign the setup role, along with the following built-in roles, to users who need to set up Heartbeat:

   Role	Purpose
   kibana_admin	Load dependencies, such as example dashboards, if available, into {{kib}}
   ingest_admin	Set up index templates and, if available, ingest pipelines

   Omit any roles that aren’t relevant in your environment.