Users
Introduction:
"User identities are the foundation of DigitalEx. Any individual who logs into DigitalEx is considered a user. Users can be employees at your company, including sales reps, managers, and IT specialists, who need access to DigitalEx
There are six roles in DigitalEx, as listed below
Owner:
Owners are the users who sign up for DigitalEx as an organization. The owner role is the default role assigned to a user after signup. Additional owners can also be created by following the steps to create a user. Refer to the permissions chart below for information on the permissions available to owners.
Member:
Members have limited access to DigitalEx. They do not have access to the "Admin" section. Refer to the permissions chart below for information on the permissions available to members.
Administrator:
Administrators have similar permissions to Owners, but with some slight differences. Refer to the permissions chart below for information on the permissions available to administrators.
Executive:
Executives, such as VPs, heads of infrastructure, and CTOs or CIOs, typically focus on accountability, transparency, and efficiency in their organizations. They may have view-only permissions in DigitalEx. Executives can use DigitalEx to ensure that teams are not exceeding budgets and are operating efficiently
Operation Manager:
Operation Manager roles include Lead Software Engineer, Principal Systems Engineer, Cloud Architect, Service Delivery Manager, Engineering Manager, or Director of Platform Engineering. These individuals are responsible for building and supporting services for the organization, and they focus on the efficient design and use of resources. This can include activities such as rightsizing (resizing cloud resources to better match workload requirements), allocating container costs, identifying unused storage and compute, and detecting unexpected spending anomalies. Refer to the permissions chart below for information on the permissions available to Operation Managers
Finance Manager Role:
Finance Manager roles typically belong to the finance department of an organization. This role may include Technology Procurement Manager, Global Technology Procurement, Financial Planning and Analyst Manager, and Financial Business Advisor. These individuals use the reporting provided by teams for accounting and forecasting, and they work closely with FinOps practitioners to understand historic billing data in order to build more accurate cost models. Finance Managers use DigitalEx to help them understand and manage the financial aspects of their organization's cloud usage.
Permission | Feature | Description | Owner | Member | Administrator | Executive | Operations Manager | Finance Manager |
---|---|---|---|---|---|---|---|---|
View Cost | Cost | Cost page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View K8s Cost | K8s Cost | K8s Cost page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Resource | Resource | Resources page is visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Savings | Savings | Savings page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Compliance | Compliance | Compliance page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Security | Security | Security page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Mute Recommendations | Savings/Compliance/Security | Mute recommendations option is visible | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ |
View Reserved Instances | RI Utilization | Reserved Instance i.e. RI Utilization Dashboard will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Coverage | RI and Savings Plan Coverage | Coverage i.e. RI and Savings plan Coverage Dashboard will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Savings Plan | Savings Plan | Savings plan i.e. Savings plan Utilization Dashboard will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create Cost Anomaly | Cost Anomaly | Settings icon will be visible to create anomaly | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ |
View Cost Anomaly | Cost Anomaly | Cost Anomaly Dashboard will be visible | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Subscription | Subscription (Tools) | Subscription page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create Subscription | For creation of subscription, shown on toolbar.(message icon) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Update Subscription | For editing, created subscription shown on subscription page (edit icon) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Delete Subscription | For deleting subscription shown on subscription page (delete icon) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
SP Planner | SP Planner | Savings Planner page will be visible | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Billing Account | Billing account | Billing account page is visible | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ |
Create Billing Account | Enables +Billing account button on billing account page and on setup page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Update Billing Account |
2. Enables ingestion button on toolbar. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Delete Billing Account | Enables delete account from billing account page. (delete icon) | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
View Usage Account | Usage Account | Usage account page is visible | ✅ | ❌ | ✅ | ✅ | ✅ | ✅ |
Create Usage Account | Enables +Usage account button on usage account page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Update Usage Account | Enables edit icon on usage-account page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Delete Usage Account | Enables delete icon on usage-account page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
View Team | Teams | Teams page is visible | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ |
Create Team | Enables Create Team button on teams page | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Update Team | Enables edit icon on teams page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Delete Team | Enables delete icon on teams page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
View User | Users | User page is visible | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ |
Create User | Enables +User button on user page | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Update User | Enables edit icon on user page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Delete User | Enables delete icon on user page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Resend Invitation | Resend the invitation to Pending User | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Reset MFA | Reset the MFA | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
View Alert | Alerts (Admin section) | Alert page is visible | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ |
Create Alert | Enables +Alert button on alerts page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Update Alert | Enables edit icon on alerts page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Delete Alert | Enables delete icon on alerts page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
View SSO | SSO | SSO page is visible | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ |
Create SSO | Enables +Configure SSO button on SSO page | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Update SSO | Enables edit icon on SSO page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Delete SSO | Enables delete icon on SSO page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
View API | API | API page is visible | ✅ | ❌ | ✅ | ❌ | ✅ | ❌ |
View Info | last refresh Date (toolbar) | It shows last refresh date on required pages present on toolbar. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Table Settings | table settings | Enable to View Table settings at the bottom of page | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Update table Settings | Enables to update table settings | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
View Policies Settings | advisor policies from toolbar | User can only view advisor policy settings from slide over. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Update Policies Settings | Enables three dot icon on widget. Allows editing and restore default option for all widgets. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
View Notification | notifications | View notifications. appear on clicking bell icon. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Delete Notification | Allows deleting notifications. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Update settings widget | Editing Widgets | Enables three dot icon on widget. Allows editing and restore default option for all widgets | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ |
Create Budget | Budgets | Enables +Budget button on Budget page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ |
View Budget | Budget page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Edit Budget | Enables edit icon on Budget page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Delete Budget | Enables delete icon on Budget page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Create Bookmarks | Bookmarks | For creation of bookmark, present on toolbar.(save icon) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Bookmarks | Bookmarks page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Edit Bookmarks | For editing created bookmark present on bookmark page (edit icon) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Delete Bookmarks | For deleting bookmark present on bookmark page (delete icon) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Create Perspective | Perspective | Enables +Perspective button on Perspective page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ |
View Perspective | Perspective page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Edit Perspective | Enables edit icon on Perspective page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Delete Perspective | Enables delete icon on Perspective page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Create Integration | Integration | Enables +Integration button on integration page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ |
View Integration | Integration page will be visible. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Edit Integration | Enables edit icon on Integration page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Delete Integration | Enables delete icon on Integration page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
View Snapshot | Snapshot | Snapshot page is visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Compare | Cloud Compare | compare page is visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Tag Explorer | Tag Explorer | Tag Explorer page is visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Cost Explorer | Cost Explorer | Cost Explorer page is visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Backlog | Backlog | Backlog page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create tickets on backlog. | Enables +Create Ticket button on backlog page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Update Tickets on backlog. | Enables edit icon on backlog page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Delete Tickets on backlog. | Enables delete icon on backlog page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
View Cost Allocation | Cost Allocation | Cost Allocation page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create Cost Allocation | Enables +Cost Allocation button on Cost Allocation page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Update Cost Allocation | Enables edit icon on Cost Allocation page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Delete Cost Allocation | Enables delete icon on Cost Allocation page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
View Datacenter Cost | Datacenter | Datacenter Cost page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
View Datacenter Resources | Datacenter Resources page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
View Datacenter Utilization | Datacenter Resources page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Create Datacenter Account | Enables +Datacenter button on Datacenter account page and on setup page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Update Datacenter Account | Enables edit icon on Datacenter account page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
Delete Datacenter Account | Enables delete icon on Datacenter account page. | ✅ | ❌ | ✅ | ❌ | ❌ | ❌ | |
View Custom Reports | Canned Reports | Canned Reports page will be visible. | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Create Custom Reports | Enables +Canned Report button on Canned Report page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Update Custom Reports | Enables edit icon on Canned Reports page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ | |
Delete Custom Reports | Enables delete icon on Canned Reports page. | ✅ | ❌ | ✅ | ❌ | ✅ | ✅ |