Users and Groups
6 min
users a separate user account should be created for each individual that will manage your tenant user types normal intended for users who will have full ui access api intended for service accounts and automation access vdi vdi and vm user dashboard only create a new user from the top menu , click system > users from the left menu , click new select an authorization source if applicable ℹ️ this field will only display if additional third party authorization sources have been configured ℹ️ the default selection of none creates a user that authenticates against the local system ℹ️ if an authorization source has been configured to auto create users, do not create users manually here enter a username (optional), enter a display name select a user type normal users that will log in to the full ui api used for service accounts vdi user that will log in only to a vm dashboard enter a password (optional), toggle require password change ℹ️ requires the user to change their password upon first login (optional), toggle two factor authentication ℹ️ enables two factor authentication via email or totp enter an email for the user click submit edit email address from the top menu , click system > users select the desired user from the left menu , click edit set email to the desired email address click submit change password complexity from the top menu , click system > settings from the left menu , click advanced settings select password complexity requirement from the left menu , click edit adjust desired complexity settings click submit groups a group is a collection of users the platform supports nested groups (groups of groups) administration of permissions and subscriptions can often be simplified by the use of groups create a new group from the top menu , click system > groups from the left menu , click new enter a name for the group (optional), enter a description (optional), enter an email ℹ️ used to receive subscription alerts and reports assigned to the group (optional), enter an identity ℹ️ used for openid authentication sources (e g , entra ) click submit edit members of a group from the top menu , click system > groups select the desired group from the left menu , click view from the left menu , click members from the left menu , click modify members select/deselect the desired user(s) click submit edit group permissions from the top menu , click system > groups select the desired group from the left menu , click view from the left menu , click permissions add permissions from the left menu , click new edit permissions select the desired permission object from the left menu , click edit permissions toggle desired permissions permission to type object type to apply permissions (e g , virtual machines , tenants , etc ) name select individual objects if desired click submit