A person who is assigned a role or any number of roles in an organization.
Has access permissions to the resources or assets of the organization.
Based on the roles and permissions, a user can perform various tasks within the organization, such as viewing and managing resources, creating and modifying policies, accessing data.
Permissions required to view the Users List:
Type of user
Role
SP/MSP
Users_View
Client
Administration and Users_View
Administrator: User who installs and launches OpsRamp application will be considered as an Administrator.
The subsequent users who launch OpsRamp application will have only read-only permissions.
Welcome page: The Welcome page provides information on OpsRamp, including product documentation and blogs. You can click links on the page for more information on a topic or a module.
To access the Welcome page:
Click OpsRamp logo on the navigation bar.
The table below describes the columns in the USERS listing screen:
Column Name
Description
User Name
Name of the user.
First Name
User's First Name.
Last Name
User's Last Name.
Email
Email Address of the user.
Roles
Role(s) assigned to the user.
Click the number in the Roles column. The ROLES window is displayed that consists of the role(s) and their associated permission sets.
Click the search icon to search for the permission(s).
Actions on a user
You can perform the following actions:
Action
Procedure/Description
Search
To search for a user, click the search icon on the user listing page. Type the user name in the search box. The search result is displayed.
View and Edit
To view user details, search for the user and click the user name. To edit user information:
Search for the user.
Click the user name.
Alternatively, click the action icon that appears when you hover over the user name, and click View.
Update fields like Primary Email, Country, Time Zone, Mobile, Alternate Email, User Access.
ASSIGNED ROLES AND USER GROUPS: Add or delete roles and assign user groups.
NOTIFICATION PREFERENCES: Select notification preferences for Account, Alert, Report, or Login Activity.
Logged-in user cannot update roles and user groups.
Users_Manage permission is needed for Service Provider (SP)/Managed Service Provider (MSP) and Client users to update user details.
Generate API Token
To generate API token:
Search for the user.
Click the action icon that appears when you hover over the user name and click Generate API Token.
The Generate API Token popup window appears with Key,Secret, and API URL details. Use the copy icon to copy the information.
If you want to revoke API authentication, click Revoke. The user access is revoked.
View Logs
To view logs:
Search for the user.
Click the action icon that appears when you hover over the user name and click View Logs.
The View Logs window displays the log information. The logs are displayed with Request URL, Event Name, Processed Time, Status, Status Message, Entity Id, Request Payload, Response Payload details. Use the Filter dropdown to filter the logs by Created Time, Status, and/or Entity Id.
Deactivate
Deactivating a user means stopping all operations. Any references related to the user will be removed. The account can be activated later. Also, users are deactivated if they do not provide consent to the agreement in 90 days of their account creation. Before deactivating the account of such users, an email notification is sent after 80 days.
To deactivate a user:
Search for the user.
Click the action icon that appears when you hover over the user name and click Deactivate.
From the confirmation pop-up, enter the user name and provide a reason for deactivating the selected user.
Click Deactivate. The selected user is deactivated and added to the Deactivated users list.
To get the list of deactivated users, select the status as Deactivated from the dropdown list. To activate the user, click the action icon and click Activate. The user is added to the Active users list.
Remove
You must be an administrator to terminate or remove a user. Terminating a user account means removing the user account permanently wherein the user account and related data would not be available on the system and the user cannot use the account. The account cannot be activated later. To remove a user:
Search for the user.
Click the action icon that appears when you hover over the user name and click Remove.
From the Confirm removing user popup box, enter the exact name of the user and select any of the masking patterns option to mask the personal information:
Fully Masked – Partially masks First Name and Last Name and completely masks other personal information.
Partially Masked – Partially masks all personal information.
4. Enter the reason for removal of the selected user. 5. Select the check box to confirm. 6. Click Remove. The user is removed successfully.
All terminated user Personal Identifiable Information (PII), including first name, last name, email, and phone number, is removed from the database and cannot be restored later.
To view the terminated user details:
From the Users page, click the Filters dropdown and select status as Terminated. Click Filter. All the terminated users are displayed.
The Users page displays the terminated user PII in a completely masked or partially masked format and displays the user name as a random unique ID. You can trace back the details of a terminated user using the audit reports. From the generated audit reports, check the Object Name column to map the unique ID and the terminated username.
Unlock
After three unsuccessful attempts to log in to OpsRamp, the user account is locked. Contact your Administrator to get the account unlocked. To unlock a locked user:
Click the Filters dropdown and select status as Locked.
Click Filter. A list of all locked users is displayed. A lock icon indicates that the user is locked.
Click the action icon and click Unlock. The user is unlocked successfully and moved to the active state.
Export
To export user details:
Click the Export icon available next to the Filters dropdown. Note: A message appears asking you to install the app, if it is not already installed.
Click INSTALLAPP. The REPORTING APPS OVERVIEW screen is displayed to install the app. If the app is already installed, the page is redirected to the ASSET INVENTORY screen. The configuration properties in the ASSET INVENTORY application are auto-filled with the filter criteria that was provided for the global search. The report generation process is initiated. The progress depends on the data and configuration parameters.
