User Management - SearchStax


Overview

Complex projects require a fine division of user roles for supervision, development, and security. SearchStax®, allows the account owner to invite assistants in multiple roles to meet this need.

SearchStax User Roles

By default, the person who opens the SearchStax account is the "Owner" of the account. This user can invite other users to participate in the account, up to a limit imposed by the account's Service-Level Agreement (SLA).

SearchStax User Roles

The owner may assign each user to a role, which grants or denies specific powers to that user.

User Role: Owner Admin Technical Contact Billing Contact Team Member
Terminate Account
Yes
No
No
No
No
Transfer Ownership
Yes
No
No
No
No
Add/Remove Users
Yes
Yes
No
No
No
Manage Billing
Yes
Yes
No
Yes
No
Manage Deployments
Yes
Yes
Yes
No
No
Backups, Basic Auth, IP Filtering, etc
Yes
Yes
Yes
No
No
Manage Alerting
Yes
Yes
Yes
No
No
Third-Party Integration
Yes
Yes
Yes
No
No
Access to SearchStax Management Portal, View Metrics, Dashboards and Health
Yes
Yes
Yes
No
Yes

Managing Users

The account's Owner and the Admins can manage the users of the account. This includes:

Adding Users

The Owner and the Admins can add users to the account. (A user can have access to multiple accounts, but will have to be added to each account separately.)

The maximum number of users per account is determined by your plan. The Silver (free, pay-as-you-go) Plan permits the account owner plus one other. Premium support plans provide for various numbers of users. See We need more SearchStax users! for details.

It is possible to add SearchStax users to an account for $10/user/month. Contact the SearchStax Support Desk to explore this possibility.

To add a new user to an account:

  1. Navigate to Settings > Users in the navigation bar at the left edge of the screen.
  2. Click on Add User.
  3. Fill out the user enrollment form:

SearchStax User Enrollment

The system sends a welcoming email message inviting the new user to register with SearchStax. The registration link is good for 24 hours. If the prospective user lets the time run out, the Admin can reissue the invitation using the Bulk Actions menu described below.

Transfer Ownership

The Owner can Transfer Ownership of the account to another user who is enrolled in the same account.

  1. Navigate to Settings > Users in the navigation bar at the left edge of the screen.
  2. Click on Transfer Ownership.
  3. Select the new owner from a list:

SearchStax Transfer Owner

Change a User's Role

Either the Owner or an Admin can change the role of a current user using the Bulk Actions menu described below.

Deleting a User

Only an Admin can delete a user from an account. Note that this revokes a user's access to that account, but does not delete the user from the system. The user might still have access to other accounts.

To delete a user:

  1. Click on Users in the navigation sidebar.
  2. Click the red Delete button next to the appropriate user.
  3. You will be redirected to a confirmation screen, where you can click on Sure, delete this user in order to proceed.

Bulk User Actions

The Bulk Actions menu is available to the Owner and Admins only. The menu is inactive until you check one of the boxes beside the user names.

SearchStax Bulk User Actions

The Owner or Admin can perform the following actions on one or more users simultaneously:

Updating User Preferences

Any user in can change his/her contact information and preferences on the Account Settings screen.

  1. From the SearchStax Dashboard, click on User Preferences.
  2. Edit the information in the form below:

SearchStax User Profile

Note that you cannot change your verified email address. For that, please contact SearchStax Support.

To change a password, click the Password tab and fill out the form.

SearchStax User Profile

The Notifications tab lets you opt out of the courtesy emails that SearchStax sends to announce SLA compliance, new deployments, and scheduled maintenance.

SearchStax User Profile


Questions?

Do not hesitate to reach out to the SearchStax Support Desk. We always strive to improve our service!