User Management

User Management is defined as the effective user and account management, giving them access to various resources. A resource, is either an environment or a feature that belongs to the Platform. The feature location and a preview of it can be found in the following image.

Opening User Management tab

This view is comprised of Users and Groups, which we will be talking about soon, search bar and filters. In Users or Groups, a card represents an entity with information about the name, groups, whether or not they have 2FA enabled, and so on.

An overview of User Management space

Permissions

Before moving on, it is very important to have a close look at permissions. In Platform, every editable resource has permissions, be that Users, Groups, Pipelines, Dashboards, Stories and so on. As a resource administrator, we can add, remove or edit the list of Users or Groups who have read or write access to the specific resource. While managing resources, we can always specify a user or list of users that can view the resource (grouped in Viewers) or that can edit the resource (grouped in Editors).

This powerful feature allows protection of resources, for example, we do not want a pipeline that is running in production to be modified by people who are not authorized. This is a good use case to set editor permissions to specific users, and viewer permissions to the rest of the environment or internal users.

Users

A user represents the lowest hierarchy entity and it belongs to one or many groups. In this tab, one can edit their or another user's settings. To have a new user join the environment, there are two possibilities; creating an user invitation or directly creating the user.

Inviting a user

Creating an user invitation will directly send an email to the user specified while filling the form. The invited user can then fill her own form, chose whether or not to enable 2FA and finally log in to the Platform. A step by step guide on how to register and log in can be found on this manual, page 11. Once Create User Invitation button is clicked, a form pops up containing:

• Email - user email that we want to invite to the environment.

• Role - user role that we want to appoint, specific roles apply to different users, for Prime Internals, beside other roles, OPrime Admin is default.

• Group - the group that we want to assign the user to, we will talk about Groups later in this guide.

• Permissions - the authorization given to Users or Groups that enables them to access specific resources on the network, as mentioned above.

The other scenario is the creation of a user directly. When Create User button is clicked, a form pops up containing which has the same information as Create User Invitation but in a more detailed manner. Beside Users, we also have Groups to make the quality of life better.

Groups

Let us assume that there is a set of people (Mark, Alex and Tim) who do common work, for example, checking weekly data updates. Since they do common work, they have access to the same specific dashboards or pipelines. In this case, in permissions, we would have the following list of users Mark, Alex, Tim set.

If a new member would join the team, then she would have to be added to all the dashboards or pipelines manually. This manual process often leads to errors (mistyping or accidentally removing other members). Fortunately, Groups can avoid this scenario. That set of people could be grouped into one unit, called, for example Weekly Data Checkers.

Creating a user invitation form

Then, this group could be applied to permissions, meaning that all the members (Mark, Alex and Tim) would fall within Weekly Data Checkers. In case of upcoming members, they could be added to the created group therefore all members would have access to applied permissions on resources.

To put this to a definition, if we apply groups to permissions, then all the members of the group will inherit the permissions policy as well for that resource.

Look and feel of Groups

A Group can be added if the plus button is clicked, then a form will pop up containing group name and permissions (as discussed above). By clicking Save, the resource will appear in the Groups cards. The resource holds a Manage Users button, and once it's clicked, one or more wanted Users can be selected to be a part of the created Group.

Adding users to Groups