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Users & Groups

This Document provides instructions on User Onboarding (various roles), The changes introduced to support MSP Functionality & Data Filtering across Various Organizations

User Onboarding

To support MSP functionality we added new roles. Here are the following roles

Workspace Administrator

Description: This is the role given to the default user (admin@cfx.com). This user is super user who can on board all the different user roles and also has permissions to do both administration and configuration of users and organizations.

MSP Administrator

Description: This user has administrator permissions to add, edit, delete, configure, administer multiple organizations and to onboard users across multiple organizations and assign different roles to the users.

MSP User

Description: This user has permissions to see dashboards assigned to them and also, can perform certain actions (please capture what actions???) This user can be associated with one or more organizations. This user will not have any administrator or configuration privileges.

Organization (Tenant) Administrator

Description: This user is assigned to a specific organization by either Workspace Administrator or MSP Administrator. This user has privilege to configure the assigned organization. Also, this user can onboard users with either Organization Admin, Organization User, L1, L3, Organization Read Only Users as well for the assigned organization.

Organization User

Description: This user has permissions to see dashboards assigned and also can perform certain actions. This user can be associated with only one organization. No administrator or configuration privileges.

MSP Read Only User

Description: This user has only read only access to see dashboards assigned and cannot perform any actions. This user can be associated with more than one organization. No administrator or configuration privileges (Difference between MSP user and MSP RO user is that, this user will not have any associated actions).

Organization Read Only User

Description: This user has read only permission to see dashboards assigned and also cannot perform any actions. This user can be associated with only one organization. No administrator or configuration privileges (Difference between Or Organization user and Organization RO user is that, this user will not have any associated actions).

L3 User

Description: This user is the same as the Organization User with different privileges. This user can be associated with only one organization.

L1 User

Description: This user is the same as the Organization User with even less privileges. This user can be associated with only one organization.

User Roles and Permissions

RDA Permissions for Dashboards

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
Enable Yes Yes No No No No No No No
Disable Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Dashboards Groups

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Enable Yes Yes No No No No No No No
Disable Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No

RDA Permissions for Datasets

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Ingest Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No
Manage Yes Yes No No No No No No No
Clone Yes Yes No No No No No No No
Export Yes Yes No No No No No No No

RDA Permissions for Schemas

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Pstreams

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Pipelines

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Verify Yes Yes No No No No No No No
Run Yes Yes No No No No No No No
Publish Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Formatting Templates

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Stacks

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Service Blueprints

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No
Enable Yes Yes No No No No No No No
Disable Yes Yes No No No No No No No
Deploy Yes Yes No No No No No No No

RDA Permissions for Alert Rules

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Bundles

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Compare Yes Yes No No No No No No No
Deploy Yes Yes No No No No No No No

RDA Permissions for Credentials

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Verify Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Site Profiles

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Staging Areas

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Log Archives

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
Edit Yes Yes No No No No No No No
View Yes Yes No No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for Fabric Health

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
View Yes Yes No No No No No No No

RDA Permissions for Users

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes Yes No No No No No No
Edit Yes Yes Yes No No No No No No
Reset Password Yes Yes Yes No No No No No No
Activate Yes Yes Yes No No No No No No
Deactivate Yes Yes Yes No No No No No No
Manage Yes Yes Yes No No No No No No
View Yes Yes Yes No No No No No No
Delete Yes Yes Yes No No No No No No

RDA Permissions for User Groups

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes Yes No No No No No No
Edit Yes Yes Yes No No No No No No
Delete Yes Yes Yes No No No No No No

RDA Permissions for Organizations

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes No No No No No No No
Edit Yes Yes Yes No No No No No No
Configure Yes Yes Yes No No No No No No
Delete Yes Yes No No No No No No No

RDA Permissions for MSP Details

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Update Yes Yes No No No No No No No

RDA Permissions for Authentication Severs

RDA Permissions Workspace Admin MSP Admin Organization Admin MSP User Organization User MSP RO User Organization RO User L1 User L3 User
Add Yes Yes Yes No No No No No No
Edit Yes Yes Yes No No No No No No
Delete Yes Yes Yes No No No No No No

Steps to onboard user

Login as workspace administrator(admin@cfx.com)

msp_login

After Login on the left side the user can find Menu for Workspace administrator, The user needs to select Administration

msp_administration

Select Organizations section form the the left side Menu Bar to add new Organization

Note

Workspace Administrator can add Multiple Organizations

After selecting Organizations here as shown below the user can Add New Organization

Organizations

Select Users Section on the left side Menu Bar to on-board users. select the User Groups tab above

Onboard Users

Here after selecting User Groups on the right side you will find Add Group click on that and Add a New User Group

Add Usergroup

MSP Admin

Add User To Organization

In the above Screenshot, when a user is created it has MSP Administrator role and is associated with organizations 'OIA-CloudFabrix' and ‘Test 1’ (two organizations/tenants)

Note

Each User Group is associated with a particular role. Based on the role selected administrators can assign one or more organizations. If the selected role is MSP Administrator, MSP User or MSP Read Only User then this user group can be associated with one or more organizations. Any other role (except for Workspace Administrator) only one organization can be associated.

Select the Users Tab to add New user, New user is on boarded by adding the user details and assigning the user to a User Group. All the users will have the same role that is associated with the User Group and across all the organizations within the User Group.

Add User

In the below Screenshot, cfx_admin@cfx.com user is added to MSP Admin Group. Meaning, this cfx_admin@cfx.com user will have an MSP Administrator role across organizations

Add User

Here in the below Screenshot the added user can be seen

Added User

To view the permissions associated with each role select View Permissions action, users can select this action by selecting three dots which is at the right side of each user as shown in the below screenshot

View Permissions

Once a user is On-boarded, appropriate dashboards need to be assigned to that User Group. Dashboards that are assigned to the User Group will be visible to all the users within that group

Note

Except for Workspace Administrator and MSP Administrator who have access to all the dashboards

Adding a new Dashboard Group

Prerequisites

Before creating a Dashboard Group, ensure that you have completed all the necessary prerequisites.

Step 1: Created a User Group with an assigned Role

Step 2: Created Users and assigned them to the User Group

Note

The role assigned to the User Group in Step 1 determines the dashboard permissions (View/Edit) accessible to its users.

Creating a Dashboard Group

Use these steps to create a Dashboard Group and assign dashboard access to User Groups.

Navigate to Dashboard Groups

Go to Main Menu, navigate to Configuration → RDA Administration → Dashboards → Dashboard Groups

msp_RDA

Each Dashboard Group is associated with one or more User Groups and one or more dashboards.

Create a New Dashboard Group

1. On the Dashboard Groups page, click Add Group.

Dashboard Groups

2. In the creation form, enter the following details:

  • Dashboard Group name: A unique identifier for the group

  • Label: A display name for the Dashboard Group

  • User Group: Select the User Group (created in prerequisite Step 1) that should have access to these dashboards

  • Dashboards: Select one or more dashboards that this User Group should be able to access

Add Group

3. Save the Dashboard Group configuration.

  • Added Dashboard group can be seen in the screenshot below

Added Dashboard Group

How Dashboard Permissions Work

  • View Permission: Users in the assigned User Group can view the dashboards included in this Dashboard Group.

  • Edit Permission: If the User Group's Role includes edit permissions, users can modify the dashboards.

  • Permission Inheritance: Dashboard permissions are inherited from the Role assigned to the User Group during User Group creation (prerequisite Step 1).

Dashboard Groups act as a link between User Groups and Dashboards, allowing users to:

  • Specify which dashboards are accessible to particular User Groups
  • Manage dashboard access centrally via group assignments
  • Utilize Role-based permissions for detailed access control

Once a Dashboard Group is created and configured, users assigned to the associated User Group will automatically have access to the assigned dashboards based on their Role permissions.

All dashboards assigned through Dashboard Groups are accessible under User Dashboards in the Main Menu.

Login with cfx_admin@cfx.com with default password “changeme” and then will ask for reset password

msp_login

msp_New Password

  • Changes to support MSP Functionality

Only Workspace Administrators and MSP Administrators have privileges to administer and configure various organizations. These roles can on board users across different organizations with different roles

Organization Administrators can be associated with only one organization and can configure that organization only. Also, this user can on board users with roles at the same level that is Organization Administrator, Organization Read Only User, L1 User and L3 User for that organization. In addition, this user has access to only dashboards that are assigned and associated to this user group.

  • Menu for Organization Administrator

msp_Main_Menu

All the RDA related administration have been moved under 'RDA Administration' and 'RDA Integrations' options that are visible only for Workspace Administrator and MSP Administrator

Some of the diagnostic related UI are moved under 'Fabric Health' and can be accessed only by Workspace Administrator and MSP Administrator

Data filtering across various organizations

Users are associated to the organizations based on the user groups they belong to. If they have any 'MSP' related roles then they can have access to the organization(s) that are associated within the user group. The users cannot have access to organizations which they are not associated with.

Example:

A setup has 3 organizations Org1, Org2, Org3 with the following users and the associated roles

User Role Organizations Dashboards
User1 MSP Admin Org1, Org2 Incidents, Alerts
User2 MSP Admin Org2, Org3 Incidents, Alerts
User3 MSP User Org2, Org3 Incidents
User4 Organization Admin Org1 Incidents, Alerts
User5 Organization User Org1 Incidents, Alerts
User6 MSP Read Only User Org2, Org3 Incidents, Alerts
User7 Organization Read Only User Org1 Incidents, Alerts
User8 L1 User Org1 Incidents, Alerts
User9 L3 User Org1 Incidents, Alerts

  • User1 is ‘MSP Admin’ for organizations Org1 and Org2. That user will be able to perform all the actions within the dashboards Incidents and Alerts. User1 shouldn’t be able to see data from Org3.

  • User2 is ‘MSP Admin’ for organizations Org2 and Org3. That user will be able to perform all the actions within the dashboards Incidents and Alerts. User2 shouldn’t be able to see data from Org1.

  • User3 is ‘MSP User’ for Org2 and Org3. User3 can see only the dashboard ‘Incidents’. User3 cannot see Org1 data and also ‘Alerts’ dashboard. The actions that User3 can perform within the ‘Incidents’ dashboard are a subset of the MSP Admin role.

  • User4 is Organization Admin for only Org1. User4 shouldn’t be able to see data from Org2 and Org3. User4 can perform all the actions within Incidents and Alerts dashboards

  • User5 is Organization User for only Org1. User5 shouldn’t be able to see data from Org2 and Org3. User5 can perform only subset of actions within Incidents and Alerts dashboards

  • User6 is ‘MSP Read Only User’ for Org2 and Org3. User6 can see the dashboards ‘Incidents’ and ‘Alerts’. User6 cannot see Org1 data. User6 cannot perform any actions with the dashboards.

  • User7 is ‘Organization Read Only User’ for Org1. User7 can see the dashboards ‘Incidents’ and ‘Alerts’. User7 cannot see Org2 and Org3 data. User7 cannot perform any actions with the dashboards.

  • User8 is L1 User for only Org1. User8 shouldn’t be able to see data from Org2 and Org3. User8 can perform only subset of actions within Incidents and Alerts dashboards

  • User9 is L3 User for only Org1. User9 shouldn’t be able to see data from Org2 and Org3. User9 can perform only subset of actions within Incidents and Alerts dashboards

  • Migration

    Current setups on boarded only tenant admin and tenant users. The corresponding roles are renamed as "Organization Admin and "Organization User". Also all screens related to RDA have been moved under "Configuration" and "Fabric Health" menus which can be accessible only to MSP Admin or Workspace Admin roles. If the current tenant admin needs to access those screens that user role has to be changed to msp admin. The following steps need to be performed to migrate those users from tenant admin to msp admin