Profile

In the Profile settings, you can edit your user profile.

1. Click on Profile
2. You can edit your profile details and click on Update profile to update your user profile.

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Users

In the Users settings, you can add, update, and delete Validio users. Additionally, you can add identity providers to authenticate the identity of users.

1. Click on Users to display users and identity providers.
2. The Users section lists users created in your Validio system. For each user, it displays information on access privileges, status, associated identities and creation date.
3. Click on + Add user to create new users for your Validio system.
4. The Identity provider section lists identity providers enabled in your Validio system. For each identity provider, it displays status, type and creation date.
5. Click on + Add identity provider to configure new identity provider for your Validio system.
6. In the ⋮ menu you see these options:
   • Update : Update the User or Identity provider.
   • Delete : Remove the User or Identity provider.

Add user details

The following fields can be filled in when adding or updating a user:

Note: You can only update user accounts if you are an admin. Admin accounts can not be modified.

Roles

Different roles exist in Validio, with the following capabilities:

👍

Users with role Guest can log in using username and password, even if the Local identity provider is disabled. This can be useful, for example, when having external support users who are not part of your SSO provider.

📘

The user admin with the role Super admin is created automatically and cannot be modified or removed.

Add identity provider details

The following fields can be filled in when adding or updating an identity provider.

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Credentials

In the Credentials settings, you can view, update, and add new credentials for your system.

1. Click on Credentials.
2. The Credentials section lists credentials configured for your Validio system. For each credential, it displays the source or destination type and creation date.
3. Click on + Add to add new Credentials. For more details on adding credentials, refer to the configuration of the specific Source system or Destination system.
4. In the ⋮ menu you see these options:
   • Rename : Change the identifier for the Credential.
   • Update : Update the Credential. For example, replace the JSON file or change the username & password.
   • Delete : Remove the Credential from the Validio platform.

📘

Delete Credentials

You cannot delete Credentials that are connected to a Source and/or Destination.

Before you can delete a Credential, you must first delete the connected Sources and/or Destinations.

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Notifications

In the Notifications settings, you can view and configure notification rules and channels.

1. Click on Notifications to display Notification rules and Channels.
2. The Notification rules section displays Notification rules created for your Validio system. For each notification rule, it displays creation date.
3. Click on + Add to start the Notification rule wizard.
4. The Channels section displays Channels configured for your Validio system. For each channel, it displays the channel type and creation date.
5. Click on + Add to start the Channel configuration wizard.
6. In the ⋮ menu you see these options:
   • Update : Update the Notification rule or Channel.
   • Delete : Delete the Notification rule or Channel.

Note: You can use configured Channels when setting up Notification rules.

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Snapshots

In the Snapshot settings, you manage your snapshots. Snapshots are used to store all settings for your environment.

1. Click on Snapshots.
2. The Snapshots section displays snapshots created for your Validio system. For each snapshot, it displays creation date.
3. Click on + New snapshot to create a new Snapshot.
4. Alternatively, click on + Import snapshot to import a Snapshot from a JSON-file.
5. In the ⋮ menu you see these options:
   • Apply : Apply all settings from the Snapshot onto the environment.
   • Export : Export the Snapshot as a JSON-file.
   • Delete : Remove the Snapshot from the Validio platform

Apply snapshot details

When you click Apply in the ⋮ menu a dialog box appears, with the following:

• You are asked to authenticate each Credential.
• Checkbox Clean environment before applying snapshot:
  • If selected, all settings in the environment will be removed before the Snapshot is applied.
• Checkbox Restore running state of source connectors:
  • If selected, the running state of all connectors will be set according to the Snapshot.

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API Keys

In the API Keys settings, you can create, delete or regenerate API Keys. API Keys are needed to manage the Validio platform through the Validio API.

1. Click on API Keys.
2. The API Keys section displays all your API Keys. For each API Key, it displays role and creation date.
3. Click on + Create to create a new API Key. For more details on creating API Keys, refer to Validio API
4. Click on Delete to delete one or more selected API Keys.
5. In the ⋮ menu you see these options:
   • Regenerate API key : Regenerate the credentials for your API key.
   • Delete : Remove the API Key.

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System

System settings displays status and version number of the different Validio services:

• User interface
• Data ingestion
• Data processing
• Notifications

Service status colors

• Green - The service is running as normal.
• Yellow - The service is unavailable.