Overview
  • Updated on 05 Jun 2019
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Overview

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Users

To view and manage users and user’s access, go to the Settings tab, click on the Users link. In this page, you can Invite Users and Manage each user.

Settings_Users(1)

Manage Users

To check and edit on the user information details. Click on the Manage button on the right end part.

manage

Invite Users

Click on the Invite Users button.

Invite_Users

The next page consists of four sections:

  1. Email Address
  2. Notification Group Memberships
  3. Roles
  4. Effective Permissions

The Email Address section is used to enter one or more (comma-delimited) email addresses for the superuser to invite.

email adress

This section allows for the selection of notification groups. You can either choose email or SMS or both for notification in case of alerts and errors. You have the option to include the invited users to be notified with alerts or errors by turning on or off the status button.

NGM2

The notification groups listed can be managed in Settings > Notification Groups.

User Invitation Status

There are three user invitation statuses:

  1. Invitation Sent - the status when an invitation is first sent to the user

Invitation sent

  1. Expired - the status when an invitation is ignored by the user after 72 hours. The Resend Invitation button is used to resend an invitation.

resend invitation

  1. Signed Up - the status when the user completes the registration

Signed Up

Expired Invitations and Resending Invitations

This feature has the capability to resend an invitation once it expires (Expired status) by clicking the Resend Invitation button. Once done, the invitation will revert back the status to Invitation Sent.

Roles

A Retrace account can only have one owner yet it can create multiple users which can be assigned to a specific role. Roles are used to controlling access to your account and data. To view and manage roles, go to the Settings tab, click on the Roles link.

roles

In the next page, you can Add Role and Manage each role. Your account starts out with two default roles of Account Admin and Billing. Account Admins have full access to everything while Billing users only have access to the billing information.

addrole

These default roles are also shown under the Users feature.

roles_user

Add Role

By default, there are two roles: Admin Account and Billing. Once you clicked the Add Role button, you will then be directed to this page wherein you can create a role with properties: Role Name and Description.

CreateNewRole

Note: Any user that is not assigned to a role will have denied access to all apps and environments by default. To override that, set the permissions in the Role Management table as explained below and then assign the user to that role.

Role Management Table

Here is a list of apps and environments that you can assign access for each role. Normally, your users will be able to see and modify roles but more advanced and potentially even detrimental permissions are restricted by default.

Here are the following levels of access for each app/environment:

  • Admin - Users have full access to the data and settings configuration. These include editing alert/notification settings and creating monitors for an app or environment.
  • Read-Only - Users can view monitor data and dashboard information but cannot edit any settings.
  • Deny - Users will not see these apps or environment list thus will not have any access.
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