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To access the Account Settings dashboard you must be logged in as an Administrator or Power User. Only Administrators have access to Site Roles and Departments. For more information on Site Role access and Group Management, view the https://opsera.atlassian.net/l/c/zxxVA9C7

documentation. To access Account Settings, click on ‘Settings’ Settings in the left hand navigation.

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Account Settings Help Documentation

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Access the following areas located in Account Settings. To view detailed help documentation on an areaa section, click on its respective link. For a brief overview of area, see descriptions belowview description.

Help Documentation Link

Description

Analytics Data Entry

Manage analytics data manually and see it reflected in corresponding dashboard KPIs for specific charts

Analytics Profile

Manage Opsera Analytics Engine Settings.

Data Mappings

Apply and connect tags to incoming external data with Opsera.

Delete Tools

Choose a registered application, view the active tools, and then delete them from the application. This will perform a complete end to end removal of all instances related to an application.

Groups

Manage user groups and their Membership.

My User Record

Review and manage your user profile information as well as platform settings from this page. Please note, profile details are stored in your identify provider so some changes may not be possible from this portal at this time.

Organizations

Manage organizations.

Site Roles

Manage Site Roles in the following levels: Administrators, Power Users and Users.

Tags

Manage tags and view tag usage in Tools, Pipeline and Dashboards.

Users

Manage existing users and register new users for this account. The New User form allows owners to create new user accounts with targeted group access. Users will receive an invitation email upon completion of the form.