User Management

User Roles

This section defines each user role.

Admin

Same as User, plus:

• Can manage users and user groups.
• Can change System Settings.

User

Same as Viewer, plus:

• Can create dashboards.
• Can create and edit reports.
• Can modify object metadata.

Viewer

• Can view public or shared dashboards.
• Can view reports.
• Can view object details and perform comparison and analysis.

Portal

• Can view public and shared dashboards only.
• Cannot view session details or use Analysis tools.

Create User Accounts

Important: Users who authenticate through an external identity provider (SSO) do not require an onboarding link. SSO users log in directly through their configured identity provider and do not set a local password.

Note: If a request fails when attempting to create a new user, use the search page to check whether the user already exists. If you do not find the user, use the Messenger app in the lower-left corner to contact Customer Success Managers for assistance.

Cloud Deployments

To create a user account in a Cloud deployment, complete the following steps:

1. In the Users tab, click Add (+).
2. Select the Role:
   • Admin
   • User
   • Viewer
   • Portal
3. Enter the user's Email address. The email address is used for login.
4. Enter their Name.
5. (Optional) Enable Grant user all capture permissions to allow the user to access all capture data. If disabled, the user's data access is defined by their group membership.
6. Click Save (✔).
   

After you create the user, an onboarding link appears. Send the link to the user so they can log in and set their password.

On-Prem Kubernetes Deployments

To create a user account in an On-Prem Kubernetes deployment, complete the following steps:

1. In the Users tab, click Add (+).
2. Select the Analytics role:
   • Admin
   • User
   • Viewer
   • Portal
3. (Optional) Select the Sensor management role:
   • Admin
   • Viewer
   • Operator
   • Web services
   • Firmware management
     Note: For role descriptions, see Managing User Accounts.
4. (Optional) In Identity providers, select the authentication provider for this user (for example, Cisco Duo).
5. Enter the user's Email address. The email address is used for login.
6. Enter their First name.
7. Enter their Last name.
8. From the Data access dropdown, select the data visibility for this user:
   • Defined by user group: The user's data access is determined by their group membership.
   • Allow all data access: The user can access all data, regardless of group membership.
9. Click Save (✔).
   

Update User Accounts

You can change the role, email address, or name. After making changes, click Save (✔).

Reset a Password

An administrator can reset a user’s password. This action deletes the old password and generates a new onboarding link.

To reset a password, complete the following steps:

1. Choose Accounts > Users, and then select the user.

2. Click the More options (ellipsis) icon, and then click Reset password.

3. Open More options again, and then click Copy onboarding token to copy the shareable link.

4. Send the link to the user, and remind them that it is valid for one week.

Note: The onboarding link is valid for one week. If it expires, generate a new link.

Delete User Accounts

To delete a user account, complete the following steps:

1. Click the More options (ellipsis) icon, and then click Delete user.

Caution: Dashboards that belonged to the deleted user will indicate that the owner cannot be found. If the user had a private dashboard that is not shared with any user groups, it will be lost.