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Version: NG-3.2

Users

The Users tab displays all users available in the platform. Use the search field to locate a user, the Add button to create a new user, or the delete option to remove selected users. Each row displays:

  • Email: Displays the user’s email address.
  • Username: Displays the unique login name assigned to the user.
  • First Name: Displays the user’s first name.
  • Last Name: Displays the user’s last name.
  • Created By: Displays the user or system identity that created the account.
  • Created At: Displays the date and time when the user account was created.
  • Modified By: Displays the user or system identity that last modified the account.
  • Modified At: Displays the date and time when the account was last modified.
  • Role(s): Displays the functional Roles assigned directly to the user.
  • Federation Role(s): Displays Roles assigned through an external directory, such as LDAP or Active Directory.
  • Actions: Provides options to edit the user’s details, delete the user, or update the user’s password.

From the Users tab, you can create users, update their details and passwords, assign Roles, and delete users.

Step-by-Step Instructions​

Creating a New User​

  1. Navigate to Account Management › Identity & Access and click the Users tab.
  2. Click the + (plus) button on the top right of the user list.
  3. A form will appear. Fill in the required fields: Username, Email, Password, First Name, and Last Name.
  4. In the Roles field, select one or more roles to assign to this user. The user receives the combined permissions of all selected roles.
  5. If the user has more than one role, use the Role for Data Store Access Control dropdown to specify which role governs what observability data this user can see in dashboards.
  6. Optionally, set a default landing dashboard under Select HomePage. You can choose separate dashboards for the web application and the mobile application.
  7. Click Save.
note

For users synchronised from LDAP/ADFS, only the Role for Data Store Access Control and Select HomePage fields can be edited manually. All other fields are managed by the LDAP directory.

Creating a new user? Don’t forget to assign the right role and set a default landing page—it shapes their entire experience!

Updating a User's Password​

  1. In the Users tab, locate the user whose password you want to change.
  2. Click the Change Password button next to that user.
  3. A pop-up window will appear. Enter the new password.
  4. Click Save. The password is updated immediately.
caution

Any user with write permission to the User & Roles module can change the password of any other user. Review role permissions carefully to ensure only appropriate administrators have this ability

Locked out? Admins can always reset passwords or unlock users with a few clicks.

Updating a User's Default Homepage and Roles​

  1. In the Users tab, locate the user you want to update.
  2. Click the Edit button next to that user.
  3. A pop-up will open showing the user's current settings.
  4. Update the roles, default homepage, or any other editable fields as needed.
  5. Click Save.

Deleting a User​

  1. In the Users tab, select the checkbox next to the user or users you wish to delete.
  2. Click the Delete Users icon.
  3. A confirmation pop-up will appear. Type Yes in the text box to confirm.
  4. Click Delete Users. The selected users are removed from the platform.
note

Deleted users lose access to the platform immediately. Before deleting a user, ensure any dashboards or alert rules they owned have been reassigned if needed.