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’ in the left hand navigation.
Account Settings Help Documentation
To view detailed help documentation on a section, click on its respective link. For a brief overview of area, see descriptions.
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. |