The Setup > Partner Details page displays information about your account:

Account FeatureDescription
Account DetailsDisplays the user-specific details such as address, time zone, contact number, and email. Also displays details such as, application and API endpoint URL, password details, enabling or disabling authentication mechanisms and IP Address assigned to restrict access. Use the Edit button to modify details. All basic information is also available at My Profile > Profile Details to view and modify.
Advanced SettingsDisplays escalation status assigned to your account.
Product PackagesDisplays the selected packages for an account.
Add-OnsDisplays only those add-ons that are subscribed and available to you. Contact support to include more add-ons.

Account information summary

Access endpoints

Displays the endpoints used to access the cloud:

  • Application endpoint URL: URL to access the platform.
  • API endpoint URL: URL to access the API.

Contact support to modify the access-end point.

Password policy settings

Use password policy settings 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. Passwords must have a minimum of seven characters that meet the following criteria:

  • One numeric character (0-9)
  • One special character (#,!, $,*)
  • One lowercase character (a-z)
  • One uppercase character (A-Z)

Password reset

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

The active login session changes to inactive after submitting the password reset request.

Two-Factor Authentication

Two-Factor authentication is recommended to provide another security layer. Toggle to enable the two-factor from OFF to ON state. If enabled, enter the one-time password received using phone or email after entering the traditional username and password.

  • If the two-factor authentication is enabled and activated, authentication is required again after performing the following actions :

    • Modifying the Partner Details page.
    • Deactivating the two-factor authentication.
  • Three unsuccessful attempts for two-factor authentication redirects to the login page.

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

Specify the IP addresses used to access the cloud.

Orders

Orders are visible only when the SKU module is enabled.

Add-ons

The following table shows the available add-ons. Contact support to modify add-on permission.

Add-on 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 using 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 captured sensitive information, including MAC addresses, IP addresses, and host names.

Other available add-ons include Projects Management, Service Catalog Management, and Event Enrichment.

Modify account information

  1. Go to Setup > Accounts > Partner Details.
  2. From Partner Details screen, click Edit. The EDIT PARTNER screen displays all four sections of the Partner Details page with the following names: Partner Details, Product Package, Add Ons, and Advanced settings. Click on each tab to view details.
  3. From the Partner Details tab, modify the personal details.
  4. Toggle to enable Two-Factor Authentication from OFF to ON state.
  5. Select the check box to Restrict Access to Specific Ips. Restricting access to specific IP addresses from the platform can restrict security issues. The following error message is displayed when you attempt to log into the platform from any IP address other than the allowed ones: “Your organization’s policies restrict you from accessing OpsRamp from your current IP.“
  6. From the Product Package tab, view the selected packages.
  7. From the Add Ons tab, view the add ons enabled for your organization and users.
  8. From the Advanced Settings tab, select Yes or NO to enable or disable Show Copy Clipboard option.
  9. Click Save. The Partner Details screen displays the modified details.