Managing Your Rootly Account
Last updated August 29, 2024
Your Rootly account is your central hub for accessing and managing your monitoring and incident management data, configuring settings, and controlling user permissions. This guide provides a breakdown of key account management features.
Account Management Features
- Account Settings:
- Profile Information: Edit your profile details (name, email, company information, etc.).
- Password Change: Update your account password for security.
- Two-Factor Authentication: Enable two-factor authentication for enhanced account security.
- API Keys: Generate and manage API keys for accessing Rootly's API programmatically.
- Notifications: Configure email notification preferences for events like monitor status changes, triggered alerts, and other updates.
- Billing Information: View your billing history, update payment details, or manage your subscription plan.
- User Management (For Team Accounts):
- Add Users: Invite new team members to your Rootly account.
- Manage User Roles: Assign roles (e.g., Administrator, Viewer, Editor) to define user permissions and access levels.
- User Permissions: Control which users can access specific monitors, dashboards, or have permission to make changes.
- Monitors and Dashboards:
- Monitor Management: Create, edit, delete, and organize your monitors.
- Dashboard Management: Create, customize, and share your dashboards.
- Data Retention: Set the data retention period for your performance metrics.
- Integrations:
- Manage Integrations: Connect and configure integrations with various services (Slack, PagerDuty, webhooks, etc.) and customize their settings.
- Security:
- Security Settings: Adjust account security settings, including password complexity requirements and login authentication methods.
- Audit Logs: (If available) Review audit logs to monitor account activity and track user actions.
Accessing Account Settings
- Account Menu: Access your account settings by clicking your profile icon or name in the top right corner of the Rootly dashboard.
- Settings Panel: Navigate to the appropriate section within the account settings panel to manage profile details, user management, billing information, integrations, or other settings.
Tips for Account Management
- Regular Review: Periodically review your account settings to ensure they align with your current needs and security best practices.
- Two-Factor Authentication: Enable two-factor authentication for enhanced account security.
- Password Strength: Use strong passwords and avoid re-using passwords across multiple accounts.
- Secure API Keys: Protect your API keys carefully, as they provide access to your Rootly account data. Store them securely and avoid hardcoding them directly into applications.
- Collaborate Effectively: When managing a shared Rootly account, communicate with your team about user roles, permissions, and account changes.
By effectively managing your Rootly account, you can ensure that your monitoring and incident management setup remains secure, aligned with your team's needs, and optimized for efficiency and reliability.
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