Managing User Roles in Dynatrace

Introduction

In Dynatrace, user roles are essential for managing access and permissions within your application. By defining user roles, you can control what actions users can take and what data they can access. This tutorial will guide you through the process of managing user roles effectively.

Understanding User Roles

User roles in Dynatrace determine the level of access a user has to the platform. Each role comes with predefined permissions, which can include:

• View dashboards and reports
• Manage settings
• Configure monitoring
• Access specific environments

The default roles in Dynatrace include:

• Viewer: Can view data but cannot make changes.
• Editor: Can view and edit dashboards and settings.
• Admin: Has full access to all features and settings.

Creating a New User Role

To create a new user role in Dynatrace, follow these steps:

1. Log in to your Dynatrace account.
2. Navigate to the Administration section.
3. Select User Management and then click on Roles.
4. Click on Add Role.

In the form that appears, you will need to specify:

• Role Name: A unique name for the role.
• Description: A brief description of the role's purpose.
• Permissions: Select the specific permissions you want to assign to this role.

Once you have filled out the form, click Save to create the role.

Assigning Roles to Users

Once you have created a role, you can assign it to users. To do this:

1. Go to the Users section within User Management.
2. Find the user you want to assign a role to, and click on their name.
3. In the user profile, find the Roles section.
4. Select the role you wish to assign from the dropdown menu.
5. Click Save to apply the changes.

Modifying User Roles

To modify an existing user role, follow these steps:

1. Navigate to the Roles section.
2. Click on the role you wish to modify.
3. Make the necessary changes to the role's permissions or description.
4. Click Save to update the role.

Modifying roles allows you to adapt to changing business needs and user requirements quickly.

Deleting User Roles

If a role is no longer needed, you can delete it. To delete a user role:

1. Access the Roles section.
2. Select the role you wish to delete.
3. Click the Delete button.
4. Confirm the deletion in the prompt that appears.

Be cautious when deleting roles, as this action cannot be undone and may affect users assigned to that role.

Conclusion

Managing user roles in Dynatrace is crucial for maintaining security and ensuring that users have appropriate access to the platform. By following the steps outlined in this tutorial, you can create, modify, and delete user roles effectively, helping to tailor the user experience to meet your organization's needs.