User Management
Users
The Users page allows administrators to manage user accounts, assign roles, monitor account status, and control access to the platform. It serves as the central location for user administration and identity management.
Users List
The Users table displays all registered users and their associated account information.
Available Columns
| Column | Description |
|---|---|
| Name | User's full name |
| Registered email address | |
| Role | Assigned user role |
| Status | Current account status |
Search Users
Use the Search field to quickly find users by:
- First name
- Last name
- Full name
- Email address
The search results are updated automatically based on the entered criteria.
Filter Users
Administrators can filter users using the available filter options.
Role Filter
Filter users based on their assigned role, such as:
- Enterprise-Admin
- Enterprise-Viewer
- Custom Roles
Status Filter
Filter users by account status:
- Active
- Inactive
User Status
The status badge indicates whether a user currently has platform access.
Active
- User account is enabled.
- User can access authorized platform features.
- Assigned permissions remain available.
Inactive
- User account is disabled.
- Platform access is restricted until the account is reactivated.
Add User
To create a new user:
- Click Add User.
- Enter the required user information.
- Assign an appropriate role.
- Save the user account.
The user will receive access according to the assigned role and permissions.
Export Data
Administrators can export user information for reporting and auditing purposes.
Supported formats include:
- CSV
- Excel
User Overview
The User Overview page provides detailed information about a selected user account. It allows administrators to quickly review user details, assigned roles, account status, and membership information.
User Information
The Overview page displays key user account details.
Available Information
| Field | Description |
|---|---|
| Full Name | User's complete name |
| User's registered email address | |
| First Name | User's first name |
| Last Name | User's last name |
| Role | Assigned platform role |
| Status | Current account status |
| Member Since | Date when the user account was created |
User Role
The Role field identifies the permissions assigned to the user.
MSP-Admin
Users with the MSP-Admin role typically have permission to:
- Manage users and roles.
- Configure enterprises.
- Manage billing and subscriptions.
- Access administrative functions.
Available permissions may vary based on platform configuration.
Member Since
The Member Since field displays the date the user was added to the platform.
This information helps administrators:
- Track onboarding activities.
- Review account history.
- Audit user creation timelines.
User Settings
The User Settings page allows administrators to update user information, modify role assignments, manage account status, and remove user accounts when necessary.
User Details
Administrators can manage the following user fields.
First Name
Specifies the user's first name.
Last Name
Specifies the user's last name.
Email Address
Displays the user's registered email address.
Note: The email address may be read-only depending on platform settings.
Role
The Role dropdown allows administrators to assign or update a user's role.
Role assignments determine:
- Accessible platform features.
- Administrative permissions.
- Module access rights.
- Operational responsibilities.
Status
The Status dropdown controls whether the user account is active.
Available options include:
- Active
- Inactive
Update User
To save changes made to a user account:
- Modify the required fields.
- Review the updated information.
- Click Update User.
- The system validates and saves the changes.
Cancel Changes
To discard unsaved modifications:
- Click Cancel.
- All unsaved changes are removed.
- The user profile remains unchanged.
Danger Zone
The Danger Zone section contains permanent user management actions.
Delete User
The Delete User option permanently removes a user account from the platform.
Warning
- This action cannot be undone.
- The user's access will be permanently revoked.
- Assigned permissions and role associations will be removed.
- The user will no longer be able to sign in to the platform.
Recommended Before Deletion
Before deleting a user account:
- Verify that the correct user is selected.
- Review assigned responsibilities.
- Transfer ownership of any required resources.
- Confirm approval according to organizational policies.
- Export audit information if necessary.
Roles
The Roles section allows administrators to manage role-based access control (RBAC) across the platform. Roles define the permissions users have within different modules and help ensure secure, controlled access to platform features.
The Roles module consists of:
- Roles List
- Role Overview
- Role Settings
Roles List
The Roles page displays all available roles and provides an overview of their purpose and usage.
Administrators can use this page to review existing roles, monitor user assignments, and create new custom roles.
Roles Table
The Roles table displays information about each role.
Available Columns
| Column | Description |
|---|---|
| Role | Name of the role |
| Description | Summary of the permissions associated with the role |
| Users | Number of users currently assigned to the role |
Search Roles
Use the Search field to quickly locate a role by:
- Role name
- Description
Search results are updated based on the entered criteria.
Add Role
Administrators can create new custom roles by clicking Add Role.
When creating a role, administrators can:
- Define a role name.
- Provide a description.
- Configure module permissions.
- Save the role for assignment to users.
Custom roles enable organizations to implement access controls that align with business requirements.
Enterprise-Admin
Provides administrative access across platform modules and management functions.
Enterprise-Viewer
Provides read-only access to platform resources without modification privileges.
Additional custom roles may be available depending on platform configuration.
Role Overview
The Role Overview page provides detailed information about a selected role, including its permissions, type, assigned users, and module access controls.
Role Information
The overview section displays the primary details associated with the role.
Available Information
| Field | Description |
|---|---|
| Role Name | Name of the role |
| Type | Role classification (System or Custom) |
| Users Assigned | Number of users currently assigned to the role |
| Permissions | Total permissions granted to the role |
| Description | Summary of the role's purpose |
Role Type
System Role
System roles are predefined by the platform and provide standardized access levels.
Examples include:
- Enterprise-Admin
- Enterprise-Viewer
System roles are maintained by the platform and may have restricted editing capabilities.
Custom Role
Custom roles are created and managed by administrators to meet organizational requirements.
Permissions
The Permissions section displays module-level access granted to the role.
Permission Types
| Permission | Description |
|---|---|
| Read | Allows viewing data and resources |
| Write | Allows creating and modifying resources |
| Delete | Allows removing resources |
| All | Grants full access to the module |
Supported Modules
Permissions may be configured for modules such as:
- Discovery
- Orchestration
- FinOps
- Governance
- SecOps
- User Management
- Enterprise
- Notifications
Each module can have independent permission assignments.
Assigned Users
The Assigned Users section displays users currently assigned to the selected role.
Administrators can use this information to:
- Review access ownership.
- Audit permission assignments.
- Assess role usage across the organization.
- Identify users affected by permission changes.
Benefits
The Role Overview page enables administrators to:
- Review complete role configuration.
- Understand module-level permissions.
- Monitor assigned users.
- Audit access privileges.
- Ensure compliance with access control requirements.
Role Settings
The Role Settings page allows administrators to modify custom role configurations and manage module permissions.
Edit Role
Administrators can configure the following role settings:
Role Name
Specifies the display name of the role.
Description
Provides a summary of the purpose and intended use of the role.
Descriptions help administrators understand permission assignments and access responsibilities.
Configure Permissions
The Permissions table allows administrators to define access rights for each module.
Available Permission Levels
Read
Allows users to:
- View data
- Access dashboards
- Review records
Users cannot modify or delete information.
Write
Allows users to:
- Create new records
- Modify existing records
- Update configurations
Delete
Allows users to:
- Remove records
- Delete resources
- Perform cleanup operations
All
Grants complete access, including:
- Read
- Write
- Delete
This permission provides full administrative control over the selected module.
System Role Restrictions
Some roles are designated as System Roles.
For system-defined roles:
- Editing may be restricted.
- Deletion may be disabled.
- Core permissions cannot be modified.
A notification banner indicates when a role is system-managed.
Note: System-defined roles are maintained by the platform to ensure consistent access control and security.
Saving Changes
To update a custom role:
- Modify the required permissions.
- Review the configuration.
- Save the changes.
- Updated permissions are applied to all users assigned to the role.