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