Users in CloudCheckr CMx

A user is the actual end-user who has a valid CloudCheckr username and password that enables them to log in to the application.

Users are a component of CloudCheckr's Role Based Access Control (RBAC), which is a method for managing access based on the roles assigned to those users.

The Users tab in Access Management is where you can view, search for, modify, or create a user.


Prerequisite

There must be a valid email address associated with the user you want to create in CloudCheckr CMx.


Procedures

Click a button to learn more about the actions you can perform in the Users tab:

This procedure shows you how to create a user and assign a role to that user.

  1. Click the Settings icon and select Access Management > Users.
  2. Click the + CREATE button.

    The Create User sub-drawer opens.

  3. Type the user's email address.
  4. From the User Role(s) drop-down list, select the roles you want to assign to the user.
    You cannot assign more than 10 roles to a user.
  5. Select at least one authentication method:
    Method Description

    CloudCheckr

    authenticate using the end-user's CloudCheckr email and password

    SSO

    authenticate using CloudCheckr SSO

    If you select SSO, you must also select an identity provider.
  6. Type any helpful personal and/or organizational notes if applicable.

    Here is an example of a user with the User and Client Access Management role who can authenticate with a CloudCheckr username and password or via SSO using Okta:

  7. Click SAVE.

In the Users tab, you can export a list of users to a CSV file.

  1. Click the located on the right side of the page:

    Your next steps will depend on which browser you are using.
  2. Follow any on-screen prompts to open or save the new CSV file.

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