Managing Accounts

Describes the various ways to manage your account.

Leave Feedback

Introduction

Partner details page displays details assigned to your account. The page displays information categorized into the following sections:

  • Account Details: The top section of the page displays account user-specific details such as address, time zone, contact number, and email. Use the Edit button to modify all these details. All basic information can also be viewed and modified from Profile Details available in My Profile.
  • Account Information: Displays the admin name and details such as, application and API endpoint URL, password details, enabling or disabling authentication mechanisms and IP Address assigned to restrict access. You can only modify IP details in Account Information.
  • Product Packages: Displays the selected packages for an account.
  • Add-Ons: Displays the subscribed and available add-ons. You can only view the list of subscribed add-ons. To include more add-ons, contact OpsRamp Support.
  • Advanced Settings: Displays escalation status assigned to your account.

Modifying account details

To modify the account details:

  1. Go to Setup > Accounts > Partner Details.
  2. From Partner Details screen, click Edit.
    The EDIT PARTNER screen appears displaying all five sections of the Partner Details page with the following names: Partner Details, Account Information, Product Package, Add Ons, and Advanced settings.
  3. From the EDIT PARTNER screen, modify personal details as desired and navigate to the next tab, Account Information.
    Note: You can also modify these details from Profile Details.
  4. From the Account Information section, perform the following actions:
    1. Toggle to enable Two-Factor Authentication from OFF to ON state.
    2. Select the check-box to Restrict Access to Specific Ips.
  5. From the Product Package section, you can view and edit the selected packages.
  6. From the Add Ons section, you can view the add ons enabled for your organization and users.
  7. From the Advanced Settings section, select Yes or NO to enable or disable Show Copy Clipboard option.
  8. Click Save.
    The Partner Details screen displays the modified details.

Account information

The Account Information section displays the following information:

  • Access endpoints
  • Password policy setting
  • Password policy
  • Password reset
  • Duo security

Access endpoints

Displays the following access endpoints used to access OpsRamp:

  • Application endpoint URL: Refers to the URL to access the OpsRamp platform.
  • API endpoint URL: Refers to the URL to access OpsRamp using API from your environment.

To modify the access-end point, contact OpsRamp Support.

Password policy settings

Use to establish the rules followed to improve the account security for every user in the organization. The Lockout Criteria can lock you out of your account if the login attempt fails consecutively.

Password policy

Set policy standards for the users in your organization. You can either follow the PCI DSS standards or customize the standards for a user password. OpsRamp recommends that all passwords must have a minimum of 7 characters with at least: - One number (0-9) - One special character (#,!, $,*) - One lowercase (a-z) - One uppercase (A-Z) character

Password reset

Use Password Reset to enable users to change the password after the next login.

Two-Factor Authentication

OpsRamp as a policy recommends using Two-Factor authentication to provide an additional layer of security while accessing the account. Toggle to enable the two-factor from OFF to ON state. If enabled, provide the one-time password received via phone or email after entering the traditional username and password.

Duo security

Use Duo Security MFA Configuration as a method to authenticate the account before login. Toggle from OFF to ON state to enable the Duo authentication.

IPs

Set specific IP addresses to access OpsRamp. No user can access OpsRamp from an IP address other than the allowed ones.

Advanced settings

Displays escalation status assigned to an account. You can enable or disable the option to show copy clipboard.

Product packages

Displays the packages subscribed to an account. Unsubscribed packages remain grayed out.

Add-ons

The Add-Ons displayed in the account depends on the subscribed package(s). The following table shows the available add-ons.

Add-Ons
Add-Ons NameDescription
SKU ManagementVerify the SKU units.
Application Patch ManagementInstall and update third-party applications in selected devices.
Knowledge Base ManagementCreate and manage valuable and frequently asked information.
Extended Data RetentionRetain the asset data for 12 months.
Scheduled Tasks ManagementSchedule a task on a selected resource.
SLA ManagementConfigure the response SLA and resolution SLA for a ticket based on priority.
Enable SMS and VoiceReceive alert notifications via SMS and Voice channels.
Data Export ManagementExport different types of data corresponding to each client in the organization.
Remote Access ManagementAccess or view the remote consoles.
OS Service Start/Stop ActionsStart and stop the Windows services from Infrastructure > Device Details > Services.
Batch ExportsExport data to Amazon S3 bucket or Azure Blob Storage.
Stream ExportsReceive event data to the target location without scheduling the data export.
Workflow Automation ManagementCreate complex automation flows that enable teams to automate daily troubleshooting or remediation tasks.
Mask Resource Identity ManagementMask the text of sensitive information captured by OpsRamp, including MAC addresses, IP addresses, and HostNames.
Apart from the preceeding Add-Ons, other Add-Ons available are: Projects Management, Service Catalog Management, and Event Enrichment.

To modify the Add-Ons permissions, contact OpsRamp Support.

Additional information

  • When the Remediation and Automation package is not subscribed:
    • Application Patch Management Add-On is not available.
    • The workspace drop-down menu does not display Automation option.
    • Following permission sets are not available:
      • Jobs
      • Consoles
      • Patch approvals
      • Recording audits
      • Scripts
      • Commands
  • When the Event and Incident Management package is not subscribed:
    • Event Enrichment, Scheduled Task, SLA, and SMS & Voice Add Ons are not available.
    • Setup does not display Alerts feature.
    • The following permission sets are not available:
      • OpsQ
      • Incident
      • Change request
      • Task request
      • Service request
      • Problem
      • Time-bound request
  • When the Remediation and Automation and Event and Incident Management packages are not subscribed: Batch Exports, Extended Data Retention, Projects Management, Service Catalog Management, SKU Management, and Stream Exports add ons are available.
  • When creating a client, choose the product package and add-ons from the list of subscribed packages and add-ons available in the account.
  • If a client is selected that is not subscribed to either Remediation and Automation or Event and Incident Management package, an error message Access Denied! The client is not subscribed to this product package is displayed on the following pages:
    • Alerts
    • Service Desk
    • Automation
  • The standard and custom reports displayed in the Reports feature depend on the subscribed packages.
Available Reports by Product Package
Product PackagesReport
Hybrid Discovery and MonitoringAlert Report
Availability Report
Cloud Report
eBinder Report
Executive Summary Report
Inventory Report
Metric Report
Monitor Details Report
Network Statistics Report
New Metric Report
Schedule Maintenance Report
SKU Report
Event and Incident ManagementTickets Reports
Remediation and AutomationAntivirus Report
Application Patches Report
Audit Report
Console Audit Recordings Report
Network Backup Summary Report
Patch Report
All PackagesAudit Report
Login Activity Report
Tenant Profiles Report
User Report