Managing Users and Groups

After registering for an account, Admin users can create and manage users and groups via the Management > Users & Groups menu option in the main Navigation Panel.

After you have defined your users, it is best practice to then define groups. Within your organization, defined groups ensure there are mutual backups between team members, teams take accountability by owning alerts, and no user remains as a "single point of failure".

This article includes how to: 

• Manage Users
  • Create a user
  • Create a password
  • Password policy
  • Reset passwords
  • Edit user information
  • Disable/Enable a user
  • Delete a user
  • Bulk edit users
• Manage Groups
  • Create a group
  • Edit a group
  • Duplicate a group
  • Delete a group

Managing Users

This section describes how to manage users, including how to create, edit, and delete users.

To Create a User

1. From the main Navigation Panel, click MANAGEMENT> Users & Groups. The Users & Groups screen is displayed.
   
2. Click + New at the top right of the screen, and then click New User to open the New Users dialog box.
   
   
3. In the Add users by mail field, enter the users you want to add to your account. Note you can invite up to 10 users in a single invitation.
4. In the Invitation Message field, enter a message to the new user; for example, links to recommended Help Center articles. [Optional]
5. Select a Roles type from the dropdown menu [Admin/User/Read-only user]. Note that if you select User, you cannot later downgrade the user to Read-only user.
6. In the Assign to Groups dropdown menu, select the group or groups you want to assign this user to. Note that a user can be assigned to one or multiple groups.
7. Click Invite. 

To Create a Password

1. After creating a user, a confirmation email is sent to the user's address.
2. The email contains a temporary link to login to Anodot via which the user can create a personal password. The new user cannot login to Anodot before setting his/her own password.

Password Policy 

The password must contain at least 10 characters (for Anodot users) or 14 characters (for administrators), which include:

• A number
• A lowercase letter
• An uppercase letter

Note: The administrator can manage the password's minimum length for users and other administrators; from the Navigation Panel, click the Account profile icon and then select Settings. In the displayed screen (see below), click the General tab and then define the relevant password length for users and administrators. When done, click Save.

To Reset a Password

1. Navigate to the All users screen [see To Create a User].
2. Select the user for whom you want to set or reset the password.
3. Click the More icon >  Reset Password.
    - A password reset request email is sent to the user.
    - A notification is displayed that an email has been sent to the user to reset their password.
   
   Note: Before clicking the link in the mail, the user should ensure there are no open Anodot tabs in their browser. Otherwise, the reset process may appear to work, but actually fails and the password is not reset.

To Edit User Information

1. Navigate to the All users screen [see To Create a User].
2. Select the user you want to edit their contact information.
3. Click the Edit icon.
4. Edit the contact information or Role in the Edit user screen. Note that you cannot downgrade the User role to Read-only user.
5. Click Save.  

To Disable/Enable a User

1. Navigate to the All users screen [see To Create a User].
2. Select the user who you want to disable/enable.
3. Click  to disable a user or  to enable a user.
4. Click Save.

Note: Disabled users do not receive email alerts.

To Delete a User

1. Navigate to the All users screen [see To Create a User].
2. Select the user you want to delete.
3. Click the Delete icon. The Delete User dialog box is displayed, and lists any entities that are assigned to the selected user.
   
4. Either select Delete all of these entities from Anodot and then click Delete User to permanently delete the user and the entities [Default],
   Or select Delegate them to and select a user to transfer the resources to. After you have delegated the resources, click Delete User. The procedure cannot be undone.
   Note: Before deleting a user the System Admin can selectively delete resources such as Dashboards, Alerts and Channels associated with the specified user and then transfer the remaining resources to another user (see Saving Resources of Deleted Users). In addition, if the user is the owner of a data stream, ownership automatically transfers to you when you delete the user.

To Bulk Edit Users

1. Navigate to the All users screen [see To Create a User].
2. Select the users you want to edit. You can either select individual users or select all users by selecting the checkbox located under the Users title (we recommend you select up to a maximum of 200 users).  
   
3. In the displayed Bulk Edit toolbar, apply one of the available bulk operations to the selected users.

Note: If users are assigned to a primary group (via the More option in the Bulk Edit toolbar), the alerts and dashboards created by each user are automatically assigned to the group as an owner. If users are not assigned to a primary group, each user's alerts and dashboards remain assigned to each specific user.

Managing Groups

After defining your users, define groups to collect a number of users together in order to manage specific alerts, anomalies and events. Groups enable mutual backups between team members, ensure the accountability of a team to own an alert, and no user remains a "single point of failure".

To Create a Group

1. From the main Navigation Panel, click MANAGEMENT > Users & Groups. The Users & Groups screen is displayed:
   
   

   Here each group behaves as its own filter when you click on it. You can also: 

   • Filter by the status of users, users’ roles, and the group that users are assigned to.
   • In the Role column, see which role the user is assigned to: Admin, User, or Read-Only.
   • In the Groups column, see which group the user is a part of.
   • Click Edit to the right of each user, to edit the settings related to that user.
2. To create a new group, click + New at the top right of the screen, and then click New Group to open the New Group dialog box. 
   
3. Enter a Name for the new group.
4. Select a color square for the group. Note that the selected color is associated with all group users, enabling you to view at a glance the users associated with a specific group.
5. Click Members to add members to your group.
6. Click Group Access to view the streams, composites, and channels your group members have access to.
   
   
7. To edit group access to a specific stream, composite, or channel, click the relevant category to expand it. Then hover over the stream, composite, or channel name, and click (as shown below). You are redirected to the stream, composite, or channel where you can edit group access as required; for more information about editing streams, see Stream Summaries.
   
   
8. In the Properties tab, click Create.

Note: When new users and groups are created (including the ability to create primary groups), they will appear in the Alert Management section of the platform, where you can select which user or group you want to be the owner of a particular alert. Note that as a user, you will only be able to select one of the groups you’re a user in. As an admin, you can choose any group you want.

You can also adjust the settings of users and groups you’ve created in the Dashboards section of the platform.

To Edit Groups

1. In the Users & Groups screen, hover over the group you want to edit and click the More icon.
   
2. In the displayed popup menu, select Edit.
3. In the Edit Group dialog box, edit any of the following: 
   - Change the group name in the Name field.
   - Change the default color of the group by clicking on the relevant color square.
   - Add users to the group by clicking Members, and searching for the users you want to add.
   - Edit group access to specific data by clicking Group Access. Click the relevant category to expand it, then hover over the stream, composite, or channel name, and click . You are redirected to the stream, composite, or channel where you can edit group access as required; for more information about editing streams, see Stream Summaries.
4. Click Update.

To Duplicate Groups

1. In the Users & Groups screen, hover over the group you want to duplicate and click the More icon.
2. In the displayed popup menu, select Duplicate. The group is duplicated, and a system message prompts you to change the name.
3. Define group properties for the new group, as described in To Edit Groups.

To Delete Groups

1. In the Users & Groups screen, hover over the group you want to delete and click the More icon.
2. In the displayed popup menu, select Delete. The Delete Group dialog box is displayed, including information about any associated Alerts, Dashboards or Anobords.
   
3. Select to delete all the associated entities from Anodot, or delegate them to another group or user.
4. Click Delete Group.