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These docs are for v2.0. Click to read the latest docs for v4.2.

Settings

View the system status or configure users, identify providers, profile settings, and Credentials. You can also set-up Notification rules and Channels for sending incident reports outside Validio.

Profile

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

Validio users & identity providers.

Settings page

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

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.

Validio users & identity providers.

Validio users & identity providers.

  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. In the menu you see these options:
    • Update : Update the User.
    • Delete : Remove the User.
  5. The Identity provider section lists identity providers enabled in your Validio system. For each identity provider, it displays status, type and creation date.
  6. Click on + Add identity provider to configure new identity provider for your Validio system.
  7. In the menu you see these options:
    • Update : Update the Identity provider.
    • Delete : Remove the 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.

Field / OptionRequiredDescription
Display nameIdentifier for the Validio user.
Full nameName and last name of the user.
E-mailE-mail address to the user.
RoleSpecify which role and access privileges the user should be assigned:
- Viewer
- Editor
- Admin
- Guest
User statusSelect the account status of the user:
- Active
- Pending
- Inactive
Create username and password for this userSpecify a username and a password, if the user should be able to login using username and password.

Roles

Different roles exist in Validio, with the following capabilities:

RoleViewing capabilitiesModifying capabilities
Viewer, GuestAll, except Identity providers and API KeysNone
EditorAll, except Identity providers and API KeysAll, except Users, Identity providers and API Keys
Admin, Super adminAllAll

👍

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.

StepField / OptionRequiredDescriptionExample
TypeIdentity provider typeIdentity provider type.SAML 2.0
ConfigNameIdentifier for the configured identity provider, used to verify user identities in Validio.
ConfigEntry point / SSO URLSSO URL or Location URL for the configured identity provider.
ConfigEntity id[Deployment instance URL]/saml2https://link.gcp.
validio.io/saml2
ConfigCertificateInsert your certificate for the identity provider as plain text.
ConfigDisableSelect to disable this identity provider.

Credentials

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

Credential settings.

Credential settings.

  1. Click on Credentials.
  2. The Credentials section lists credentials configured for your Validio system. For each credential, it displays the source 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.
  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.

Before you can delete a Credential, you must first delete the connected Sources.


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.

System services.

System services.

  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.

System

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

Service status colors

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

System services.