Managing Accounts

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.

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.