Users¶

The Users page lets you manage the users that have access to your Slide account. You can create, edit (e.g. change their name or role), and delete users.

User Types¶

We differentiate between two types of users:

• Account Users have access to the entire Slide account, including all of its clients. They can be assigned different roles and permissions to limit what they can do. Use account users for your internal team members, such as administrators, technicians, and billing personnel.

• Client Users have access to a specific client. They see only Slide Boxes and Protected Systems that are associated with their client. They can be assigned different roles and permissions as well, though different ones than account users.

Account Users¶

Account users have access to the entire Slide account, including all of its clients. There are five different roles that can be assigned to account users:

• Account Owner: Users with the Account Owner role have full access to the account, including billing and user management. This role is typically assigned to the person who owns the business.
• Account Admin: Users with the Account Admin role have full access to the account, except that they do not have billing write access (e.g. they cannot add or update payment methods, or accept quotes).
• Technician: Technicians can manage Slide Boxes and all other technical resources in the account, but do not have access to billing, user management, and client management.
• Billing: Users with the billing role have read-write permissions to billing, and read-only access to most other resources.
• Read Only: Users with the Read Only role have read-only access to all resources in the account. They can see everything, but cannot make any changes.

Please refer to the roles and permissions matrix for details.

Client Users¶

Client Users are users that have access to a specific client. Their view of the account is limited entirely to resources that are associated with this client, including Slide Boxes, Protected Systems, Restores, Alerts, Networks, as well as other users.

There are two different roles that can be assigned to client users:

• Client Admin: Users with the Client Admin role have full access to the client, including user management. Client Admins can create and manage all resources for this client, but they cannot create or manage other clients or access account-level resources or other clients' resources.
• Client Technician: Users with the Client Technician role have full access to the client but do not have user management permissions.

Client Users see only the resources that are associated with their client. Here's an example of what the Slide Boxes page in the same account looks like for an Account User and Client User:

Managing Users¶

Creating Users¶

You can create a new user that has access to the account by clicking the "Create User" button. You can choose between creating an Account User or a Client User (see user types).

Aside from first and last name, you'll be asked to select the role that the user will have in the account. The highest role is the Account Owner, followed by the Account Admin. Other roles are describes in the role and permissions section.

For Client Users, need to additionally select the client that the user will be scoped to. The user will only see Slide Boxes and Protected Systems that are associated with that client.

Once a user is created, they will receive an email with their initial username and password, and with instructions of how to log in. On the first login, they will be required to

• Accept Slide's Terms of Service
• Set up 2-Factor Authentication / One Time Password (OTP)
• Set up a new password

Modifying Users¶

You can manage a user by clicking on the user's row in the Users table. This will open the sidebar where you can see and edit the user's details, including their role. Note that since a user's email address is used as their login name, they will need to use the new email address for all future logins.

Deleting Users¶

You can delete a user by clicking the user's row in the Users table to bring up the sidebar, and then clicking the delete button. This will remove the user from the account and revoke their access.

Roles and Permissions¶

Account User Roles¶

The table below describes what permissions are granted to each Account User role. See the permissions section for a description of each permission.

Permission	Owner	Admin	Technician	Billing	Read Only
Account Read
Account Write
Agent Pair
Agent Read
Agent Write
Agent Delete
Alert Read
Alert Write
Auth User Read
Auth User Write
Backup Start
Backup Read
Backup Cancel
Billing Read
Billing Write
Client Create
Client Read
Client Write
Client Delete
Dashboard Read
Device Read
Device Write
File Restore Create
File Restore Read
File Restore Write
File Restore Delete
File Read
Image Export Create
Image Export Read
Image Export Write
Image Export Delete
Network Create
Network Read
Network Write
Network Delete
Replicate Read
Role Read
Snapshot Read
Snapshot Delete
User Create
User Read
User Write
User Delete
Virt Create
Virt Read
Virt Write
Virt Delete

Client User Roles¶

The table below describes what permissions are granted to each Client User role. See the permissions section for a description of each permission.

Permission	Client Admin	Client Technician
Account Read
Account Write
Agent Pair
Agent Read
Agent Write
Agent Delete
Alert Read
Alert Write
Auth User Read
Auth User Write
Backup Start
Backup Read
Backup Cancel
Billing Read
Billing Write
Client Create
Client Read
Client Write
Client Delete
Dashboard Read
Device Read
Device Write
File Restore Create
File Restore Read
File Restore Write
File Restore Delete
File Read
Image Export Create
Image Export Read
Image Export Write
Image Export Delete
Network Create
Network Read
Network Write
Network Delete
Replicate Read
Role Read
Snapshot Read
Snapshot Delete
User Create
User Read
User Write
User Delete
Virt Create
Virt Read
Virt Write
Virt Delete

Permissions¶