Manage ControlUp Organization Membership and User Login Access

Login Setup

Starting with version 8.7 of ControlUp, manage membership in ControlUp organizations and user login access in the Login Setup dialog box.

The Login Setup dialog box contains a list of all the members in a ControlUp organization and their login access.

The organization owner is listed at the top, and the rest of the organization members are listed in alphabetical order. 

The Name listed for an organization member is the name entered by the user during the registration process.

The Email listed for an organization member is the email address entered by the user during the registration process.

See Create User Account for information about the registration process.

Login Access

Login access to the organization is indicated for each organization member by checked boxes in the Login Access Manager, Real-Time DX and Insights columns as follows:

• Login Access Manager - Editing permissions in the Login Setup dialog box. See below for additional details about the Login Access Manager permission.
• Real-Time DX - Permission to log into the Real-Time Console.
• Insights - Permission to log into Insights.

Login Access Manager Permission

Users having the Login Access Manager permission have editing permissions in the Login Setup dialog box, including:

• Adding / Removing organization members. 
• Assigning access to, and revoking access from other users.

Users with the Login Access Manager permission can assign any of the login access rights (Login Access Manager, Real-Time DX and Insights) to any other user, and can also revoke any of the login access rights from any other user, except for the organization owner. The organization owner is the only user who is assigned the Login Access Manager permission by default, and for whom this permission cannot be revoked. To change the organization owner, contact support@controlup.com.

Add / Remove an Organization Member

If you have Login Access Manager permission in your organization, you can add members to your organization, and remove members from your organization.

Add an Organization Member

When you want to authorize a new user to log in and have privileges in your organization, add the user as a new member in your organization by performing the following steps:

1. In the Home ribbon, click Login Setup.

The Login Setup dialog box opens. 

2. Click Add New Email to add a new organization member. A new empty row appears at the top of the list of organization members, just below the organization owner, in the second row of the list which is marked in blue.
3. Enter the email address for the new member in the Email column. Leave the Name field blank. When the new member logs into the organization for the first time, this field is automatically filled in with their name.
4. Check the relevant checkboxes for the permissions you want to enable for the new member in the Login Access Manager, Real-Time DX and Insights columns. 
5. Click Apply to apply the changes.

Remove an Organization Member

To remove a member from an organization, perform the following steps:

1. In the Login Setup dialog box, select the organization member you want to remove.
2. Click Remove.

A confirmation dialog box opens.

3. Click Yes to confirm the removal of the organization member. The organization member is removed from the list.

Log Changes in Central Audit Log

Any changes made in the Login Setup dialog box (i.e., changes to login access rights, email addresses, and adding / removing organization members) are logged in the Central Audit (CA) Log.