Users - New UI
NAVIGATION New UI > Setup > Users
Users in Datto RMM are individuals with a user account. On the Users page, you can create new user accounts, and view and manage existing ones.
NOTE The New UI is automatically set as the default interface for users that are created in the New UI.
NOTE If the New UI is set as the default interface for a user, ensure that they have at least View permission for Global > Dashboard to prevent an Access denied error message when they log in to their account. Refer to Permissions.
Navigate to the Users page by following the navigation path described above. Click Create User to configure a new user account.
|Component Level||Determines which components the user can view in the Component Library. Refer to Managing components in the current UI and Component Library - New UI in the New UI. Low (2) is selected by default; however, you can choose from the following options:
• Basic (1)
• Low (2)
• Medium (3)
• High (4)
• Super (5)
EXAMPLE For example, a user whose component level is set to Super (5) will be able to view all components in the Component Library; while a user whose component level is set to Medium (3) will only be able to view components with a component level of Medium (3), Low (2), or Basic (1).
|Security Levels||Assign the user at least one of the available security levels. A user with more than one security level can switch to any of them for the duration of their login session.
For information about creating and managing security levels, refer to Security levels in the current UI and Security Levels - New UI in the New UI. For information about switching security levels, refer to Switch security levels (current UI and Agent Browser) and Current Security Level (New UI).
|Default Security Level||This field is only available when at least one security level is selected in the Security Levels field.
The drop-down menu lists all security levels assigned to the user. Select the user's default security level which will be used when they log in to their account.
Once you have configured the new user account, click Create User. A dialog box will confirm that the action has been successful. Otherwise, click Cancel to return to the Users page.
NOTE Further configuration options are available when editing the user. Refer to Editing a user.
NOTE An email will be sent to the new user so that they can complete the login process.
The Column Chooser allows you to select which columns should be visible in the list. Refer to Column Chooser field definitions for descriptions of all of the available fields.
The table density is set to condensed theme by default. To change it to relaxed theme, click the density toggle icon. The selection will persist across all pages.
The number of results displayed can be specified by selecting the desired number from the drop-down menu at the bottom of the table. This selection will persist the next time the page is accessed.
The action buttons are grayed out if no row is selected or if the action is not applicable to the selected rows. The selection box allows you to select one or more rows. Select all rows shown by checking the selection box in the table header. To access all action buttons, click the Row Actions icon at the end of the row. The table below lists all available action buttons.
|Activate||Changes the user status to Active upon confirmation. A dialog box will confirm that the action has been successful.
NOTE This action can also be performed in the user account details. Refer to User Status.
|Deactivate||Changes the user status to Inactive upon confirmation. A dialog box will confirm that the action has been successful.
You cannot deactivate your own user account.
NOTE This action can also be performed in the user account details. Refer to User Status.
NOTE You can also configure a user account to expire in the future. Refer to Deactivation.
|Activity Log||Opens the Activity Log page filtered for the selected users. Refer to Activity Log.|
|Export Selected Rows to CSV||In the confirmation dialog box, select whether to show table headers in the file by toggling the Show table headers in the exported CSV button. Select OK to download the file. Any column selections or filters that have been applied to the table will also be applied in the CSV file. A maximum number of 250 rows can be exported to a single CSV file. The Export All (Max. 250) Rows to CSV action is available without selecting any row in the table.
|Export All (Max. 250) Rows to CSV|
|Uncheck All||Clears all selected rows. The number of selected rows is indicated in parentheses and next to the Row Actions icon.|
Navigate to the Users page by following the navigation path described above. In the Users table, click the username of a user. At the top of the user page, you will see the username along with the following information: Created, Last logged in, and Last password change.
You can edit the details of the user account and configure further options that are not available on the Create user page. All available actions and configuration options are listed below. Once you have finished editing the user, click Save User. A dialog box will confirm that the action has been successful. Otherwise, click Cancel to return to the Users page.
NOTE This action button is not available when editing your own user account.
IMPORTANT Deleting a user is irreversible.
- Click Delete.
- To reassign the user's associated data to another user, select a user from the drop-down list in the dialog box that appears. To review the user's associated data, refer to Associated Data.
NOTE Only those users are displayed in the list that have the same or higher component level than the user you are deleting. This is to ensure that the selected user will have the required permission to perform actions on the associated data being assigned to them.
- Click Delete to confirm the action. A dialog box will confirm that the action has been successful.
NOTE If at the time of deletion, a Datto RMM user account is linked to an Autotask PSA user profile via the Autotask PSA Integration, the link will be removed. The Autotask PSA user can then link their user profile to another Datto RMM user account.
NOTE This action button is only available for users who have logged in to their user account at least once by following the instructions provided in their welcome email.
A dialog box will confirm that the action has been successful. The user will be emailed a verification code, and once logged into the Datto Partner Portal, they can configure 2FA again.
For more information about 2FA and how to reset your own 2FA credentials, refer to Two-factor authentication.
A dialog box will confirm that the action has been successful. The user will be sent a password reset email. For more information about managing passwords and how to reset your own password, refer to Managing passwords.
Refer to Details.
NOTE The Username and Email Address fields cannot be edited.
NOTE The User Status field is not available when editing your own user account.
This section is only displayed if Support Access has been enabled for the user in the current UI. Refer to Support Access.
A dialog box will confirm that the action has been successful.
This section is only displayed if single sign-on (SSO) within the Autotask PSA Integration has been enabled. When SSO is enabled, the Status field will indicate if the Datto RMM user account has been linked to an Autotask PSA user profile. If the user account is linked, the Autotask PSA user ID will be displayed as well. For more information, refer to Configure SSO.
Click Unlink to unlink the Datto RMM user account and the Autotask PSA user profile. A dialog box will confirm that the action has been successful. The Status field will now show that the user account is unlinked.
This section is only displayed if access to the Datto RMM API has been enabled for the Datto RMM account. Refer to Enable API Access and Datto RMM API. Once API access is enabled, API keys can be generated on a user-by-user basis.
- API Key Created
- API URL
- API Key
- API Secret Key
The API Key and API Secret Key will be used for authentication when making requests via the Datto RMM API. Use the Copy and Copy All buttons to copy the information displayed.
IMPORTANT The API Secret Key will be hidden for security reasons after navigating away from this page. It will not be possible to retrieve it again. However, you can regenerate API keys at any time by returning to the page and clicking Generate API Keys. This will invalidate any keys previously generated. Similarly, clicking Delete API Keys will revoke access altogether. Regenerating and deleting API keys is irreversible, and you must confirm the action by clicking OK in the confirmation dialog box.
A maximum number of 250 results is displayed in each list.
NOTE When deleting a user account, the user data must be assigned to another user. Refer to Deleting a user.