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Managing Organizations, Users and Admins

Understanding Organizations and Admins

Organizations and Admins

Organizations are a method of compartmentalizing dashboards, data source and users. You do not need to create multiple organizations if you want all your users to have access to the same set of dashboards and data. If however you do not want all users to access the same dashboards and data sources, define organizations as described in Adding an Organization.

If you will be defining organizations, you can have two levels of administrators:

  • Organizational administrators: These admins can manage users within specific organizations in a particular WebLOAD Dashboard installation.

  • Super administrators: These super admins can manage users across all organizations in a WebLOAD Dashboard installation. They can also change and access system-wide settings.

Organizational Administrators

As an Organizational administrator, you can add Data Sources, add Users to your Organization and modify Organization details and options.

Super Administrators

As a Super Administrator, you have complete access to any Organization or User in a specific WebLOAD Dashboard installation. When logged in as super admin, the menu bar contains an additional Admin option to enable you to perform global administration actions.

Admin Options for Super Admin Users

Managing Users

Organizational admins can manage users within the specific organization, while super admins can manage all users, across all organizations.

User Types

There are two main types of users:

  • Super admin user – has full permissions to all of the WebLOAD Dashboard’s options and settings.
  • Organizational user. Within the organization, a user can have any of the following roles:
    • Viewer – Can only view the Dashboard
    • Read-Only Editor – Can edit dashboards, but cannot save the changes
    • Editor – Can manage, create and execute tests and sessions, create and update dashboards, upload resources, and save the changes. This is the typical WebLOAD Dashboard user.
    • Organizational Admin – has full permissions to all of the organization’s options and settings: can edit, save, and make changes at the organizational level, including creating organizational users and editing organizational users.

User Management by a Super Admin

Super admins can add users of any type, to any organization. User Creation by a Super Admin

To add a user of any type:

  1. In the Menu bar, select your user name and then select Admin > Global Users.

  2. In the User window that appears, click + Add new user.

    Users window

  3. In the Add New User window that appears, enter the new user name, email, username and password. Then click Create.

    Add New User window

  4. The new user is created, and appears in the table in the Users window (Figure).

  5. The new user’s settings can now be defined/edited.

User Editing by a Super Admin - Editing User's Permissions, Organizations, Roles and Details

A super admin can set a user’s permissions, organizational roles, and other settings. To edit a user:

  1. In the Menu bar, select your user name and then select Global Users.

  2. In the Users window that appears, click Edit in the row of the user you wish to edit.

    Users window

    The Edit User window appears, enabling you to edit various user settings.

    Edit User window

  3. You can make the user a super administrator by selecting the Admin checkbox in the Permissions section.

  4. In the Organizations section you can specify in which Organizations the user is a member, and specify the user’s Role in each. The available organizational roles and their permissions are described in Organizational user .

  5. You can edit the user’s name, email, username, and change his password.

User Management by an Organizational Admin

An organizational admin can add existing users to the organization, and edit the roles of the organizational users.

User Addition by an Organizational Admin

To add a user to the organization:

  1. In the Menu bar, select your user name and then select Users.

    Selecting to Access Organizational User Definitions

  2. In the Organization Users window that appears, click + Add or Invite.

    add or invite

  3. Enter the Email or Username, and optionally the Name, of the user you wish to invite. For each additional user you wish to add, click Invite another and enter that user’s details. Then click Invite Users.

Invite Users window

User Editing by an Organizational Admin – Editing User’s Role

An organizational admin can set a user’s role in the organization.

To edit a user’s role:

  1. In the Menu bar, select your user name and then select Users.

    Selecting to Access Organizational User Definitions

  2. In the Organization Users window that appears, you can set the Role of each organizational user.

    Setting an Organizational User’s Role

Managing Organizations

Super admin users can add organizations (for an explanation of Organizations, refer to Organizations and Admins)).

Adding an Organization

To add an organization:

  1. In the Menu bar, select your user name, and then select New Organization.

    Selecting to Add an Organization

  2. In the New Organization window that appears, enter an Org. name, and click Create.

    New Organization window

    The Org Preferences window appears, populated with the new organization’s name, enabling you to edit various organization’s settings.

    Org Preferences window

To set the new organization’s settings, refer to the instructions inEditing an Organization’s Settings.

Editing an Organization’s Settings

To edit an organization’s settings:

  1. In the Menu bar, select your user name and make sure the organization name appearing below the user name, is the name of the organizations whose settings you wish to edit. If it is not, select Switch to in order to switch to that organization.

    Selecting to Access Organizational User Definitions

  2. In the Menu bar, select your user name and then select Preferences.

    The Org Preferences window appears, enabling you to edit various organization’s settings

    Editing Organization’s Settings

  3. You can edit the organization’s name and address.

  4. You can edit the organization’s preferences: UI theme, Home dashboard, and Timezone.

  5. You can change mange the organization’s users by clicking Users & Roles under Admin Pages. In the Organization Users window that appears, you can:

    • Add users

    • Delete users

    • Set the Role of each organizational user.

    Organization Users window

Managing API Keys

To access the REST API programatically, you need to create an API key, by clicking API Keys under Admin Pages.

The Key has a name for reference and a value. The value is only visible when creating the key and cannot be retrieved later. The key act under a role to control it's permissions, it is recommended to use least privileged role required.

API Keys window

Use the Key in an Authorization Header as Bearer, for example:

curl -H "Authorization: Bearer eyJrIjoiSVl..." http://localhost:3000/api/dashboards/home