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Users#

A separate user account should be created for each individual that will utilize the system.

When using an Authorization Source, there is an option to auto-create users from the source. {.is-success}


User Types:#

  • Normal - intended for full UI access
  • API - intended for service accounts only; e.g. running scripts, syncs, etc.
  • VDI - VDI user dashboard only


Groups#

A group is a collection of users. Groups can also contain other groups. Administration of permissions and subscriptions can often be simplified by the use of groups.



To Create a New User:#

  1. From the Main Dashboard, select System.
  2. Select Users.
  3. Select New.
  4. Select an Authorization Source if appropriate (This field will not display if no third-party authorization sources are configured for the system.). The default selection of "--None--" creates a user that authenticates directly via VergeOS.
  5. Enter a Username; this will be the user's login name. The username must be unique within this cloud (Note: each tenant is a separate VergeOS Cloud).
  6. Select appropriate user Type:
    • Normal - users that will log in to the full UI
    • API - used for service accounts, such as those used for site syncs
    • VDI - user that will log in only to a VDI dashboard
  7. Enter a Password for the user. Passwords must conform to password complexity settings defined for this VergeOS cloud; requirements are listed underneath the field. Complexity settings are defined in System -> Settings -> Password Complexity Requirement.
  8. Re-enter the password in the Confirm Password field.
  9. Optionally, the Require Password Change option can be enabled to prompt the user to create their own password upon first login.
  10. Optionally, a Display Name can be specified for the user. The Display Name is shown in the top right corner of the screen when the user is logged into the UI.
  11. When enabled, Two Factor Authentication requires use of a security code (received via user email) in addition to username/password for login to the VergeOS system.
  12. Email Address is used when sending subscription reports and alerts assigned to the user and for Two-Factor Authentication, if applicable.
  13. The Physical Access option can be checked to allow the user direct console access to nodes.

    CAUTION: Enabling the Physical Access option allows the account to log in at the command-line via physical access (e.g. crashcart, ipmi remote control) and SSH. This should only be granted to users entrusted with low-level VergeOS server administration. {.is-warning}

  • SSH Keys can be added to provide key-based authentication for SSH; multiple keys can be defined to allow the user to authenticate by ssh key from various computers. Note: SSH Keys are optional; a user granted physical access can log into an SSH session with username/password in the absence of an associated SSH key.

    To Add a new SSH Key entry: - An initial blank line will appear where an SSH key can be typed in. - Additional keys can be added, as needed, by clicking the plus [ ] button which will insert a new blank line where an SSH key can be typed in.

    To Select and Deselect Key(s) for Move/Edit/Delete: - Selected entries will display a check in the box at the left. - Selection is a toggle: click an unselected entry to select it; click a selected entry to deselect it. - Multiple keys can be selected for a delete or move.

    To Edit an Existing Key entry: - Click to select the desired key for edit. - Click the edit [ ] button. - The selected key appears and can be modified. When editing is complete, click the edit [ ] button again to save the changes.

    To Delete an Existing Key entry: - Click to select the desired key for deletion. - Click the delete [ ] button.
    14. Optionally, under Member of Groups, groups can be selected in which to add the user. Hint: Multiple groups can be selected by holding down the Shift or Ctrl key. 15. Click Submit to save the new user.


To Create a New Group#

  1. From the Main Dashboard, select Groups from the top quick-links.
  2. Select New on the left menu.
  3. Enter a Name for the group (required).
  4. Optionally, a Description can be specified for the group.
  5. Optionally, an Email Address can be specified to receive subscription alerts and reports assigned to the group.
  6. Click Submit to save the new group.


To Add Members (users and/or groups) to a Group#

  1. From the Main Dashboard, select Groups from the top quick-links.
  2. Double-click the desired group in the list to display the group dashboard.
  3. Click Members.
  4. Click Add Users or Add Groups on the left menu.
  5. Select users/groups from the displayed list. Hint: Multiple groups can be selected by holding down the Shift or Ctrl key.
  6. Click Submit to apply the changes.


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