A separate user account should be created for each individual that will utilize the system.
When using an Authorization Source, there is an option to auto-create users from the source.
- Normal - intended for full UI access
- API - intended for service accounts only; e.g. running scripts, syncs, etc.
- VDI - VDI user dashboard only
A group is a collection of users. Groups can also contain other groups. Administration of permissions and subscriptions can often be simplified by the use of groups.
- From the Main Dashboard, select System.
- Select Users.
- Select New.
- Select an Authorization Source if appropriate (This field will not display if no third-party authorization sources are configured for the system.). The default selection of "--None--" creates a user that authenticates directly via VergeIO.
- Enter a Username; this will be the user's login name. The username must be unique within this cloud (Note: each tenant is a separate VergeIO Cloud).
- Select appropriate user Type:
- Normal - users that will log in to the full UI
- API - used for service accounts, such as those used for site syncs
- VDI - user that will log in only to a VDI dashboard
- Enter a Password for the user. Passwords must conform to password complexity settings defined for this VergeIO cloud; requirements are listed underneath the field. Complexity settings are defined in System -> Settings -> Password Complexity Requirement.
- Re-enter the password in the Confirm Password field.
- Optionally, the Require Password Change option can be enabled to prompt the user to create their own password upon first login.
- Optionally, a Display Name can be specified for the user. The Display Name is shown in the top right corner of the screen when the user is logged into the UI.
- When enabled, Two Factor Authentication requires use of a security code (received via user email) in addition to username/password for login to the VergeIO system.
- Email Address is used when sending subscription reports and alerts assigned to the user and for Two-Factor Authentication, if applicable.
- The Physical Access option can be checked to allow the user direct console access to nodes.
CAUTION: Enabling the Physical Access option allows the account to log in at the command-line via physical access (e.g. crashcart, ipmi remote control) and SSH. This should only be granted to users entrusted with low-level VergeIO server administration.
- Optionally, under Member of Groups, groups can be selected in which to add the user. Hint: Multiple groups can be selected by holding down the Shift or Ctrl key.
- Click Submit to save the new user.
- From the Main Dashboard, select Groups from the top quick-links.
- Select New on the left menu.
- Enter a Name for the group (required).
- Optionally, a Description can be specified for the group.
- Optionally, an Email Address can be specified to receive subscription alerts and reports assigned to the group.
- Click Submit to save the new group.
¶ To Add Members (users and/or groups) to a Group
- From the Main Dashboard, select Groups from the top quick-links.
- Double-click the desired group in the list to display the group dashboard.
- Click Members.
- Click Add Users or Add Groups on the left menu.
- Select users/groups from the displayed list. Hint: Multiple groups can be selected by holding down the Shift or Ctrl key.
- Click Submit to apply the changes.
Need more Help? Email support@verge.io or call us at (855) 855-8300