User Management

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.

Prerequisites

Relevant Permissions

Roles with the following permissions can access the list of users in the BigPanda Settings:

Users_Read

View the list of Users in BigPanda Settings.

Users_Full_Access

View, add, edit and delete Users in BigPanda Settings.

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

Users/management_Read

View the User Management page.

Users/management_Full_Access

View, add, edit and delete BigPanda Users.

Roles with the following permissions can access the User Roles screen:

Users/roles_Read

View the User Roles screen.

Users/roles_Full_Access

View, add, edit and delete BigPanda User Roles.

Roles with the following permissions can access the Role Management screen:
(Note: Add Permissions_Full_Access for access to these permissions.)

Roles_Read

View the Role Management screen.

Roles_Full_Access

View, add, edit and delete BigPanda Roles.

To learn more about how BigPanda's permissions work, see the RBAC - Role Based Access Control 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.

Role

Permissions

User

  • Resolve, snooze, share, and add comments to a single incident or multiple incidents at the same time (with the bulk actions pane).
  • View existing integrations.
  • View and use analytics reports.
  • View and search changes.
  • Use unified search.
  • View existing Environments.
  • Change personal settings.

Admin

All user-level access plus:

  • Add and modify integrations. Request permanent deletion of existing integrations.
  • Save analytics reports and modify or delete saved reports. Create report snapshots for export.
  • Select which Environments appear on the BigPanda dashboard.
  • Create and modify Environments.
  • Add new users and manage user accounts.
  • View and modify single sign-on configuration settings.
  • Create, modify, and delete AutoShare rules.
  • View sharing quotas and usage. Request changes to default quotas.

Sharing 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:

Inviting 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
  1. 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).

❗️

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.

Managing 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.

Viewing 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.

Status

Displays a colored ribbon on the left to indicate the account status.

  • Green - active; the user has completed sign-up process.
  • Orange - pending; an invitation was sent to the email address, but the user has not yet completed the sign-up process.

Security Seal

Shows the image associated with the user's BigPanda profile.

User Information

Summarizes basic user information, such as name and assigned roles.

Last Seen

Shows the amount of time since the user last accessed BigPanda.

  1. To view more information about a user account, click the list item. The user details appear in the right pane.
  2. (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.

Resending Invitations

For 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.

🚧

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.

Editing User Details And Assigning 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.

Field

Description

Full Name

Name as it appears for the user in BigPanda. For example, when leaving a comment or manually sharing an incident.

Email

Address where any emails from BigPanda are sent, including the invitation to join your BigPanda organization and any shared incidents. This field is not currently editable. Contact BigPanda support if you need to make changes to a user's email address.

Roles

Access level and permissions that the user has in BigPanda. For more information on the available roles, see User Roles.

Phone

(Optional) Phone number where any SMS Sharing messages from BigPanda are sent.

❗️

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

Activating 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 on "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 on "Reactivate"

👍

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.

Deleting 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.

❗️

If you want to permanently delete a user, please contact [email protected].

Changing Personal Settings

You can change your BigPanda password, user name, and profile image (avatar).

Prerequisites

Obtain a BigPanda account.

Changing Your Password

  1. In the top right, click your name, then click Settings.
  2. In the left pane, click Personal Settings.
  3. Click the Change Password link.
  4. Enter your current password and then a new password that meets the minimum password requirements.

Password Requirements

To provide additional security for your account, BigPanda requires your password to meet these minimum requirements:

  • Minimum length of 8 characters.
  • At least one uppercase and one lowercase letter.
  • At least one number (0 – 9) or one of the following special characters: ! @ $ % & ?

👍

In addition to these requirements, follow your organization's guidelines for password length, use of upper or lower case letters, numbers, and special characters. Consider changing your password every 90 days for increased security.

Resetting Your Password

If you have forgotten your BigPanda account password or if your password does not work, request a password reset.

  1. Go to the BigPanda login page..
  2. Click the Forgot password link.
  3. Enter your account email address, and click Send Reset Link.
  4. When you receive a confirmation email from BigPanda, click the password reset link and follow the on-screen instructions to create a new password that meets the minimum password requirements.

Changing Other Settings

In addition to changing your password, you can change other personal settings that affect your profile in BigPanda, including:

  • Your Full Name as it appears in BigPanda. On the Personal Settings page, make your changes and then click Save.
  • Your Gravatar, which is the image associated with your BigPanda profile. On the Personal Settings page, click the link and follow the on-screen instructions. Changes to your Gravatar image affect all Gravatar-enabled sites where you use the same email address as in BigPanda.