The User Management page provides a single place for administrators to manage who can access your organization's data in BigPanda. You can add a user, determine the user's level of access, and edit the user's information. BigPanda uses roles to provide a level of security that fits your company's needs. The roles assigned to a user determine whether the user is authorized to access certain data and to perform certain functions.

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Audit Logs

When multiple users are working in the BigPanda platform, it’s vital to see historic information on system configuration changes. Audit logs are available for user management in BigPanda, allowing admins to keep track of configuration changes.

Users with the Audit Logs permission can view historical configuration changes and actions made related to user management. See the Use the Audit Log documentation for more information.

Relevant Permissions

Roles with the following permission can access the User Management screen:

Permission access levels can be adjusted by selecting either View or Full Access. To learn more about how BigPanda's permissions work, see the Roles Management guide.

Key Features

• Manage all BigPanda user accounts from a single place.
• See user status at a glance with color indicators for active (green) or pending (orange) users.
• Assign roles to control levels of access.
• Update account information for existing users.
• Delete user accounts.
• Search for a specific user account.

User Roles

Roles determine the access level or permissions of a user in your BigPanda organization. A user may have one or more roles, and each role may have one or more permissions associated with it. The same role can be assigned to multiple users. For example, you may have several BigPanda administrators for your organization.

BigPanda provides the default user roles in the table below.

Share Information with Non-Users

You can share certain BigPanda information with colleagues who do not have user accounts or login credentials. The recipient does not have the same permissions as a user and can view only the item shared with them.
Several features provide the ability to share information with non-users:

• Shared incidents. For more information, see Share Incidents and Using the Incident Preview Page.
• Exported analytics reports. For more information, see Exporting Reports..

Invite Users to BigPanda

To add a new user to your BigPanda organization, you can send an invitation from the User Management page. Select roles and enter an email address where the user will receive the invitation.

1. In the top right, click the Settings icon, then click User Management.
   This page lists all of the user accounts in your BigPanda organization.
2. (Recommended) Search the list to ensure the user does not already have an account.
   You can resend the invitation to a pending user.
3. If the user does not already have an account, click Invite a User.
4. Enter user details:

• Required - Name, Email, Roles. If SSO is enabled for your organization, the BigPanda email must match the SSO email.
• Optional - Phone number used for SMS sharing. Phone numbers with the United Kingdom (GB/+44) country code are not currently supported.

5. Click Invite User. An invitation is sent to the user at the email address you specified. The recipient must click the link and either set a password and security image (if users log in directly to BigPanda) or log in through your SSO provider (if SSO is enabled).

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A new user appears as pending until they accept the email invitation and set up the required information. On the User Management page, an orange ribbon indicates that the user account is pending.

Manage User Accounts

On the User Management page, administrators can manage all user accounts in your BigPanda organization. You can invite new users, assign roles, and add or adjust important user information such as email addresses and phone numbers.

View the User Account List

1. In the top right, click the Settings icon, then click User Management.
   The page lists all of the user accounts in your BigPanda organization.
2. (Optional) Filter the list by entering a search term in the field at the top of the list.
   For example, enter admin to see all users with the admin role.
3. Review basic information about each user.

4. To view more information about a user account, click the list item. The user details appear in the right pane.
5. (Optional) Perform any of the available actions, including:

• Adding a new user. See Inviting Users.
• Resending the invitation to a pending user.
• Editing user details and assigning roles.
• Deleting a user.

Resend Invitations

For a pending user, click the Resend Invitation icon to send another invitation to the email address listed in the user's account. The recipient must click the link to set a password and security image.

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A new user appears as pending until they accept the email invitation and set up the required information. On the User Management page, an orange ribbon indicates that the user account is pending.

Edit User Details And Assign Roles

You can update user information and assign roles to existing users. Select the user and click the Edit icon. You can then modify the existing information or add new information.

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Users can change their own Personal Settings, including BigPanda password, full name, and profile image.

Activate Deleted Users

Only active users can log in to your BigPanda organization. You can remove access for users by deleting their accounts. You can also activate a previously deleted account.

1. In the User Management page, click Invite a User.
2. Enter the details of the user you want to activate including email address, and click Invite User.
3. A tooltip will appear, click Reactivate.

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If you activated an account for a user who never completed the sign-up process, you may need to resend the invitation for the user to gain access to your BigPanda account.

Delete Users

You can delete users from your BigPanda account by locating the user and clicking the Delete icon.

Deleting a user deactivates their user account. A deleted user cannot log in to BigPanda; however, the user's activity history (ie: commenting on an incident or sharing an incident with another user) is preserved.

In an organization with SSO Just-In-Time enabled, a user deleted from BigPanda is not recreated when the user logs in with their SSO - they must be manually reactivated by an administrator.

Next Steps

Learn about Roles management

Find out how to update your personal account settings

Learn about setting up Single Sign-On in BigPanda