Introduction

This document details the registration process for user access via Portal.

Sign Up

Follow these steps to complete registration.

  1. Check your registered email. Click Set up Account button in the Email to set up your account. Alternatively, copy/paste the link into your browser.

    The User Invite email looks something like this.
    Note: The invitation is valid for 10 days.

    User Invite Email

  2. Provide the following information on the Complete Sign Up page:

    • User Name: Enter a unique user name.

    • First Name: Enter your first name.

    • Last Name: Enter your last name.

    • Choose Password: Enter a password. Password requirements: Minimum 7 characters with at least one number(0-9), one special character (#,!,$,*), one lowercase(a-z), and one uppercase(A-Z) character. Time Zone*: Select the time zone from the drop-down list.

    • Confirm Password: Re-enter the password.

    • Time Zone: Select the time zone from the drop-down list.

    • Select the checkbox to accept the terms and conditions.

    • Activate Two Factor Authentication: This option appears if the client has Two-Factor enabled.
      See Two-Factor Authentication for more details.

  3. Click the LET’S GO button. A verification code is sent to your registered email address.

    User Invite OTP Email

  4. Enter the verification code and click DONE.

    You should see the message, “Your Account is Created Successfully” which completes the registration process. The Key, Secret and BaseURL details are also displayed.

    The status of the user account is set to Active.

  5. The User Created Notification Email is sent to the registered Email address along with the username.

  6. Click the Let’s Go button in the Email.
    Alternatively, copy/paste the link into your browser.

Login Page
  1. Enter the User Name and Password on the Log in page and click LOG IN.
    If you have forgotten your password, click Forgot Password. Follow the instructions to reset your password.

Actions on a user

You can perform the following actions after creating a user:
Only users with the Administrator permissions can perform these actions.

ActionProcedure/Description
SearchTo 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 EditTo view user details, search for the user and click the user name.
To edit user information:
  1. Search for the user.
  2. Click the user name.
    3. Alternatively, click the action icon that appears when you hover over the user name, and click View.
  3. Make the necessary changes and click SAVE. The user details are saved.
    Note:
    • Logged-in user cannot update roles and user groups.
    • Users_Manage permission is needed for SP/MSP and Client users to update user details.
Reset PasswordAn Administrator user can update the password of any user. To reset the password of a user, perform the following steps:
  1. Search for the user.
  2. Click the action icon that appears when you hover over the user name, and click Reset Password.
    3. A reset password link is sent to the registered Email Id.
    Note: The link will expire after 24 hours.
  3. The user will click the Reset Password button in the Email or copy/paste the link into the browser.
    The Reset Password page is displayed.
  4. Enter a strong password in the fields and click Update.
Generate API TokenTo generate API token:
  1. Search for the user.
  2. Click the action icon that appears when you hover over the user name and click Generate API Token.
  3. The Generate API Token popup window appears with Key, Secret, and API URL details. Use the copy icon to copy the information.
  4. If you want to revoke API authentication, click Revoke. The user access is revoked.
View LogsTo view logs:
  1. Search for the user.
  2. 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.
DeactivateDeactivating 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:

  1. Search for the user.
  2. Click the action icon that appears when you hover over the user name and click Deactivate.
  3. From the confirmation pop-up, enter the user name and provide a reason for deactivating the selected user.
  4. 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.
RemoveYou 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:
  1. Search for the user.
  2. Click the action icon that appears when you hover over the user name and click Remove.
  3. 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:
  1. 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.
ResendOnce the invite link expires, the user information appears in the Expired list.
The user can be re-invited.
To reinvite:
  1. Click the Filters dropdown and select status as Expired.
  2. Click Filter. All the expired invitations are displayed.
  3. Search for the record.
  4. Click the action icon that appears when you hover over the user name and click Resend. The invite is resent to the user.
InvitedAll the users who are invited appear in the Invited list.
To view the list of invited users:
  1. Click the Filters dropdown and select status as Invited.
  2. Click Filter. The invited users list is displayed.
    3. You can resend the invitation, if required.
UnlockAfter 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:
  1. Click the Filters dropdown and select status as Locked.
  2. Click Filter. A list of all locked users is displayed. A lock icon indicates that the user is locked.
  3. Click the action icon and click Unlock. The user is unlocked successfully and moved to the active state.

You can view the number of users on the Users and Permissions tile on the ACCOUNT DETAILS page.