- May 23, 2023: “Manage Access” renamed to “Access Control.”
- April 7, 2022: Added Financial Quantification to features that can be enabled.
- September 3, 2020: Instructions for assigning a user as a Collaboration Contact.
The /users
API endpoint is also available for reviewing user accounts in your organization.
Search Users
Filters
- Status: The user’s account status – Created, Activated, Deactivated.
- Roles: The user’s role. See user roles.
- Group: The user’s Access Control Group.
- Available for contact: Admin, Group Admin, or Portfolio Admin users that have been assigned as a point-of-contact when other users request to add companies to the portfolio.
Create New Users
Select the Add User button at the top-right and then enter the following user information:
*Required.
Field | Description |
---|---|
Email (Login) | The user’s email address. This is also used as part of their login credentials when logging in to the Bitsight platform. |
User Name / Alias | The user’s formal name. |
Role | The user’s role. See user roles. |
Group | Assign the user to an Access Control Group. The user will have the ability to see and monitor only the subset of companies in their group.
|
We do not sell user licenses. Therefore, you can add as many users or administrators as you’d like. You may create up to 300 users per month. If you've reached the allocated users for the month, you may create more in the following month or request to immediately create more users by contacting Bitsight Support.
Edit Existing Users
Details
*Required.
Field | Description |
---|---|
Email (Login) | The user’s email address. This is also used as part of their login credentials when logging in to the Bitsight platform. |
User Name / Alias | This user’s formal name. |
Role | This user’s role. See user roles. |
Group | Assign this user to an Access Control Group. They will have the ability to see and monitor only the subset of companies in their group. Changing a user’s group may change their folder contents.
|
Contact Type
Field | Description |
---|---|
Collaboration Contact | Invitations to collaborate from other companies will be sent to this user. |
Subscription Contact | Assign as a contact when other users request to add companies to your portfolio and will be notified of collaboration invitations via email.
|
Features
Field | Description |
---|---|
Financial Quantification Slug Name: fq-access |
This user can access the Financial Quantification feature. |
Work From Home Slug Name: wfh-ro |
This user can access the Work From Home feature. |
Delete a User
Deleting a user also deletes any shared folders that they created and cannot be undone. We recommend assigning an active owner to a folder before deletion to ensure the folder can still be managed.