Manage Users

The setup of users in the Kentik portal is discussed in the following topics:

• About Users
• Users Page
• User Settings Dialogs
• Add or Edit User

Note: If you would like assistance with any aspect of registering a user, please email us at support@kentik.com.

A user is anyone at your company that is given authorization to access Kentik. Kentik supports three levels of users:

• Member: Can view settings and data, including traffic analytics and synthetic test results, in most portal modules, but can't add tests in Synthetics, edit settings for devices, cloud exports, users, etc., or edit properties in modules such as Interface Classification, Insights, Alerting, Mitigation, etc.
• Administrator: Can perform all actions except resetting SSO options or turning other users into Super Administrators.
• Super Administrator: Can perform all actions (see About Super Admin Users).

Note: An Administrator can apply a filter in the user settings of any other user (see User Filters).

The Users page is covered in the following topics:

• Users Page UI
• User List

Notes:
- To access the Users page, choose Manage Users from the Organization Settings menu on the main navbar.
- Members can view the information displayed on the Users page (the user’s full name, email address, user level, and last login), but cannot make any changes.

The Users page includes the following main areas and controls:

• Share (on SubNav): A button that opens the Share dialog so you can share the current view (see Sharing via the Share Dialog).
• Actions (on SubNav): A button that pops up a menu from which you can choose the following actions:
  - Export: Export the page’s content as a visual report (PDF) or data table (CSV). A notification appears when the export is ready to download.
  - Subscribe: Opens the Subscription Dialog, which enables you to subscribe to the dashboard, either by choosing an existing subscription (combination of email address and schedule) or specifying a new one.
  - Unsubscribe: Opens the Unsubscribe dialog. Click the Subscription drop-down, select the subscription from which you’d like to unsubscribe, and click Unsubscribe.
  Note: Unsubscribe will only appear if you have an existing subscription for this page.
• Search: A field that filters the User List to rows whose Full Name or Email column contains a match for the entered text.
• Add User: A button that opens the Add User dialog (see User Settings Dialogs).
• User List: A table listing your organization’s currently registered users (see User List).

The User List is a table that lists all existing users for a given customer. Click on a column heading to sort the list (ascending or descending). The information and actions displayed in the table depend on your user level.

The following information columns are displayed to users of all levels:

• Full name: The user's full name.
• Email: The user's email address.
• Level: The user's level: Administrator or Member (see About Users).
• Last login: The date of the user's most recent login.

The following actions (far-right column) are available only to admin-level users:

• Reset active sessions: Opens a confirming dialog that allows you to reset any active user sessions by logging the user out of the Kentik system.
• Edit user: Opens an Edit User dialog that allows you to change the user’s information (e.g. email address, full name), permissions, and filters (see Edit a User).
• Remove: Opens a confirming dialog that allows you to remove the user from the Kentik system.

Adding or editing a user via the Kentik portal involves specifying information in the fields of the User Settings Dialogs, which are covered in the following topics.

• About User Dialogs
• User Dialogs UI
• User Field Definitions
• User Permissions
• User Filters

Note:
- User Settings Dialogs are accessible only to users whose level is Administrator or above.
- Users can also be added and edited with the User API.

The Kentik portal uses User Settings Dialogs to collect and display user information. The required information is entered into the fields of either of the following dialogs:

• Add User when registering a new user with Kentik.
• Edit User when editing an already registered user.

The Add User and Edit User dialogs share the same layout and the following common UI elements:

• General Settings: A tab that enables you to add or modify a user’s email address, name, and API token.
• Permissions: A tab that enables you to set a user’s permission level (see User Permissions).
• Filters: A tab that enables you to add filters to limit the data seen by this user (see User Filters).
• Cancel: A button — either the X at upper right or the Cancel button at lower right — that exits the dialog without making changes to the user settings (all elements will be restored to their values at the time the dialog was opened).
• Add User (Add User dialog only): A button that saves settings for the new user and exits the dialog.
• Save button (Edit User dialog only): A button that changes to user settings and exits the dialog.

User Settings Dialogs (Add User and Edit User) contain the elements shown in the following table.

The controls on the Permissions tab of the Add/Edit User dialog address two distinct aspects of access by a given user to Kentik features and capabilities:

• User level: A setting (Member, Administrator, or Super Administrator) that determines whether the user is primarily a consumer of displayed information (Member) or is also able to configure your organization's Kentik account (see About Users).
  Note: Any user whose level is Administrator can determine whether a user is set as an Administrator or a Member; only a Super Administrator can designate another user as a Super Administrator.
• Enable permissions overrides: User permissions enable Super Administrators to override default access settings, providing granular control over which (if any) capabilities a given user can access in the following parts of the portal:
  - Synthetics Permissions:(see Synthetics Overview): Individually enable/disable the ability to create, edit, and delete both tests and agents.
  - Connectivity Costs Permissions: (see Connectivity Costs): Individually enable/disable the ability to view and/or configure costs (which may involve sensitive financial information).
  

Note: Any changes made to a user’s settings will take effect at the user’s next login.

User-based filtering enables Administrators to restrict the data that can be viewed by a given user by applying filters that control the data that may be accessed by that user's queries. User filters are set from the Filters tab of the Add User or Edit User dialog using the Filtering Options Dialog. The name of the button used to open this dialog depends on your current location:

• Add User dialog: Add Filters button.
• Edit User dialog: Edit Filters button if filters already exist for the user, otherwise Add Filters button.

Note: Both Saved and Ad Hoc Filters may be applied in user filters.

Once a user filter is associated with a given user, it is systematically appended (ANDed) with any query run by that user, including:

• Data Explorer or Dashboard queries in the Kentik portal.
• Queries via Kentik APIs (see Query API).

One use case for a user filter would be to allow certain Members to only query data from routers with a description that contains “backbone.” Another use case would be to allow certain Members to only query data for interfaces with a description containing CUSTOMER and that have been assigned to the sites Ashburn DC3 and Ashburn DC4 (see About Sites).

Users are added and edited on the Users Page of the Kentik portal. Adding and editing users is covered in the following topics:

• Add a User
• Edit a User

Notes:
- To access the Users page, choose Manage Users from the Organization Settings menu on the main navbar.
- You must have admin-level privileges to add or edit a user.

To register a new user from the Users page:

1. Click the Add User button to open the Add User dialog.
2. Specify the values of the fields in the dialog (see User Field Definitions).
3. Set any desired User Permissions or User Filters.
4. Save the new user by clicking the Add User button (lower right).

To edit the settings for an existing user from the Users page:

1. In the User List, find the row corresponding to the user you'd like to edit:
   - To remove the user from your organization's collection of Kentik users, click the Remove button (red trash icon) at the right of the row, then click Remove in the resulting dialog.
   - To change settings for the user, click the Edit button at the right the row. The Edit User dialog will open.
2. In the Edit User dialog:
   - Change any settings that you'd like to modify (see User Field Definitions), including any User Filters or User Permissions.
   - To reset the API token, click the Reset API Token button. A new token will appear in the field.
   - To save changes, click the Save button (lower right).