User Management
User Management screen allows administrators to invite, remove and manage users within CloudMonix subscription. It maybe important to understand the basics of CloudMonix Subscription, Account, and User relationships. This is especially important for Managed Service Providers, consultants, and other entities that will have multiple Accounts within the same subscription. Learn more here.
Permissions
Five tiers of permissions are supported in order to allow only particular individuals access to particular information and abilities
| Level | Claim | Permission | Explanation |
| Subscription-level | Management | None | User cannot add/remove Accounts from an existing Subscription |
| Read | Same as None, user cannot add/remove Accounts from an existing Subscription | ||
| Modify | User can add/remove Accounts in an existing Subscription | ||
| Users | None | User cannot see or control User Management screen, thus cannot invite/remove users in a CloudMonix subscription | |
| Read | User can see the user list, but cannot change any data on the User Management screen | ||
| Modify | User can see User Management screen, can invite and remove other users from the system | ||
| Billing | None | User cannot see the Billing screen | |
| Read | User can see the Billing screen, but cannot change its information. User can-not also access the Payment portal | ||
| Modify | User can see and change the Billing screen and can access the Payment portal | ||
| Account-level | Access | Unchecked | User cannot see the account within subscription and is not aware of its presence |
| Checked | User can see the account within the subscription and can at least access its Dashboards and reports | ||
| Configuration | None |
User can access account's dashboards and reports, but can not see any configuration screens and dialogs, including credential vault, templates, notification policies, etc. | |
| Read | User can access account's dashboards and reports, can see but cannot change any configuration screens and dialogs | ||
| Modify | User has full control to change any configuration data within the specific account, such as connection information, credential vault, notification policies, etc. |
Invitation to join
New users can be invited to join via green Add New button. It is important to understand ramifications of an invite
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Anyone who receives the invite link can join your account. Treat the invite link with security. It is designed to expire within 24hrs
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Invited users, who already have an existing CloudMonix account (perhaps consultants who support multiple customers), can simply login with their existing credentials to join a new invitation.
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It is important that invited users follow the link properly and do not steer outside of the invite path. Creation of a new user account without using the proper invite link simply opens a new trial subscription and creates confusion later on
Furthermore
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Email is sent to all users within CloudMonix account when a user is invited to join it
- Invites that are not yet accepted can be removed at any time