Add users to an organization

When you sign up for an Imply Polaris account, Imply automatically creates an organization and grants you admin permissions. You can think of an organization as the top-level entity that maps to your Imply customer account. You log into your organization to manage projects, control access, process data, and build dashboards.

As the admin for your organization, you can add users to grant them access to Polaris as described in this topic. For information on API client access, see Authenticate API requests.

Add a new user

You must be an Organization Admin to add new users.

Add a user:

  1. Click the user profile icon at the top right of the Home page.
  2. Select User management from the menu to access the Organizational settings console.
  3. In the Organizational settings console, click Users.
  4. Click Add user.
  5. Enter the user information in the Email, First Name, and Last Name fields. To notify the new user of their access to Polaris, set the Send invitation email toggle to ON.
  6. New users have read-only access to resources by default. To grant access to specific Polaris features, add the user to a group that has the necessary permissions. Click the dropdown Groups menu and select one or more groups. For more information on controlling user access with groups, see User groups.
  7. Click Save.

Polaris sends an email to the user prompting them to create a password to get started.

Set a temporary user password

If you want to bypass sending an invitation email to the new user, you can toggle the Send invitation email switch off. Then set a temporary password for use at first login.

Set a temporary password:

  1. Follow the steps to add a new user. When you supply the user information, set the Send invitation email toggle to OFF.
  2. In the Credentials tab, go to the Set password section.
  3. Enter information in the Password and Password Confirmation fields.
  4. Set the Temporary toggle to ON.
  5. Click Set password.
  6. When prompted, verify your intention by clicking Set password again.

The user can now log into your organization using their email address and temporary password. Imply will prompt them to create a new password at first login.

Access user information

Once a user's profile is created, Polaris displays their information on the Users page of the Organizational settings console.

Click the user ID to view the user's profile information. You can access the following tabs from the user profile page:

  • Details: Edit the user's personal information, disable login, or trigger an invitation email in response to a password reset request.
  • Credentials: Set a temporary password and configure credential reset settings.
  • Role Mappings: Add or remove user roles. For more information about roles, see User roles reference.
  • Groups: Add or remove access to specific groups.
  • Sessions: View the user's session information, such as IP address and last login.
  • Identity Provider Links: View or remove single sign-on (SSO) access for the user.
← OverviewUser roles reference →