User Access

This section provides the purpose, elements, and actions performed on the User Access pages.

Users
Permission Group
Access Management

Purpose

The Users page shows user accounts and their permission group assignments. You can view, add, and edit users from this page. Each user must belong to at least one permission group to access CoPilot.

Elements

+ User button: Opens dialog to create new user.
Search box: Filters users by name or email.
Filter button: Shows filter options for the table.
Columns button: Selects visible columns in the table.
Export button: Exports table data.
Users table: Shows list of users with name, email, and permission groups.
Edit button: Edits user configuration.
Delete button: Deletes user account.
Actions button: Opens additional actions menu.
Refresh button: Refreshes table data.

Actions

View Users

To view users:

Go to Administration > User Access > Users.
The Users page appears with the table (Name, Email, Permission Groups) and + User, Search, Filter, Columns, Export, Refresh.
Optionally, use Search, Filter, or Columns to narrow the list.

The users table shows all user accounts and their permission group assignments.

Parameter Details

CoPilot Parameter Name	Description
Name	Shows user name.
Email	Shows user email address.
Permission Groups	Shows permission groups assigned to user.

Add User

To add a user:

Go to Administration > User Access > Users.
Click + User.
In the dialog, enter Name, Email, Password, and select Permission Groups. Click Save.

A notification appears confirming the user was created.

Parameter Details

CoPilot Parameter Name	Description
Name	Enter the user’s name (you can also add a job title or description).
Email	Enter the user’s email or email mailing list.
Password	Enter a strong password or passphrase for the user.
Permission Groups	Select the permission groups this user should belong to (each user must belong to at least one).

Edit User

To edit a user:

Go to Administration > User Access > Users.
Locate the user in the table and click Edit.
In the dialog, update Name, Email, Password, and Permission Groups as needed. Click Save.

A notification appears confirming the user was updated.

Parameter Details

CoPilot Parameter Name	Description
Name	Edit the user’s name as needed.
Email	Edit the user’s email address.
Password	Edit the user’s password if needed.
Permission Groups	Add or remove permission groups (click dropdown to add; click x to remove).

Purpose

The Permission Group page shows permission groups that define which areas, pages, and tabs of CoPilot users can access and which Controller permissions they have. You can view, create, and edit permission groups to enforce granular access control.

Elements

+ Permission Group button: Opens dialog to create new permission group.
Search box: Filters permission groups by name.
Filter button: Shows filter options for the table.
Columns button: Selects visible columns in the table.
Export button: Exports table data.
Permission Groups table: Shows list of permission groups with name, CoPilot visibility, and controller permissions.
Edit button: Edits permission group configuration.
Delete button: Deletes permission group.
Refresh button: Refreshes table data.

Actions

View Permission Groups

To view permission groups:

Go to Administration > User Access > Permission Group.
The page appears with the table (Name, Copilot Visibility, Controller Permissions) and + Permission Group, Search, Filter, Columns, Export, Refresh.
Optionally, use Search, Filter, or Columns to narrow the list.

The permission groups table shows all groups and their visibility and controller permissions.

Parameter Details

CoPilot Parameter Name	Description
Name	Shows permission group name.
Copilot Visibility	Shows CoPilot visibility settings for permission group.
Controller Permissions	Shows controller permissions for permission group.

Create Permission Group

To create a permission group:

Go to Administration > User Access > Permission Group.
Click + Permission Group.
In the dialog, enter Name, select Users and Cloud Accounts (Access Accounts), configure CoPilot Visibility and Controller Permissions. Click Save.

A notification appears confirming the permission group was created.

Parameter Details

CoPilot Parameter Name	Description
Name	Enter a clear name for this Permission Group.
Users	Select users to add to this Permission Group.
Cloud Accounts (Access Accounts)	Select which Cloud Accounts members of this group should be able to access.
CoPilot Visibility	Select which pages and tabs users in this group can access in CoPilot (write access for selected areas).
Controller Permissions	Select which Controller permissions (API/Terraform) this group has.

Edit Permission Group

To edit a permission group:

Go to Administration > User Access > Permission Group.
Locate the group in the table and click Edit.
In the dialog, update Users, Cloud Accounts (Access Accounts), CoPilot Visibility, and Controller Permissions (Name is read-only). Click Save.

A notification appears confirming the permission group was updated.

Parameter Details

CoPilot Parameter Name	Description
Name	Shows permission group name (read-only when editing).
Users	Select users to assign to this permission group.
Cloud Accounts (Access Accounts)	Select which Cloud Accounts members of this group can access.
CoPilot Visibility	Edit which areas, pages, and tabs this group can access in CoPilot.
Controller Permissions	Edit which Controller features this group can access.

Purpose

The Access Management page lets you manage access for all users: password policy, refresh of credentials on Controller and gateways, ability for the admin user to log in, and login authentication (SAML, LDAP, Duo, and local login by permission group).

Elements

Password Policy section: Shows password policy settings including minimum password length, maximum password age, and password history enforcement.
Edit Configuration button: Opens dialog to edit password policy configuration.
More Options button: Opens additional configuration options.
Refresh Credentials section: Section with button to refresh credentials on controller and gateways.
Refresh button: Refreshes credentials on controller and gateways.
Allow Admin User to Login toggle: Toggle switch to allow admin user to login.
SAML section: Section for managing SAML endpoints with table showing SAML endpoint configurations.
+ SAML Endpoint button: Opens dialog to create new SAML endpoint.
LDAP section: Section for managing LDAP authentication.
Enable button: Enables LDAP authentication.
Duo section: Section for managing Duo authentication.
Enable button: Enables Duo authentication.
Allow Local Login section: Section for configuring local login permissions.
Permission Groups dropdown: Selects permission groups for local login.
Search box: Filters SAML endpoints.

Actions

View Access Management

To view access management settings:

Go to Administration > User Access > Access Management.
The page appears with Password Policy, Refresh Credentials, Allow Admin User to Login, SAML, LDAP, Duo, and Allow Local Login sections.
Optionally, use Edit Configuration, Refresh, toggles, or + SAML Endpoint to manage settings.

The Access Management page displays security and authentication configuration.

Parameter Details

CoPilot Parameter Name	Description
Name	Shows SAML endpoint name.
Permission Group	Shows permission group assigned to SAML endpoint.
Access Set By	Shows how access is set for SAML endpoint.
Test	Shows test status or button for SAML endpoint.

Concepts & Architecture

Guides

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