How do I set up user groups and permissions?

Dynatrace offers two user groups for permissions management:

Environment users

These are users who work with Dynatrace to monitor the health of the hosts, services, and infrastructure in their application environments.

Account users

These are users who are involved in managing account details such as addresses, billing, and payment information.

Permissions for account users

Dynatrace offers three user groups with account permissions:

  • Account admins can edit company account details including payment and credit card information. These users can also access billing history, add/delete users, and assign user permissions.
  • Account users can view account status (used credits and usage statistics) and invite other users to their Dynatrace monitoring environment to view account status.
  • Account viewers can view account status and usage statistics (for example, remaining monitoring credits).

To invite a new account user:

  1. Click the menu button.
  2. Click Account.
  3. Click Invite user in the Users list.
    Note: This feature is only available to account-admins. Account-users must use the Invite a colleague option.
  4. Type the new user’s Email address.
  5. Optional step: Specify permissions by clicking Advanced.
  6. Click Invite. If the user is not already a Dynatrace user, they will receive a link they can use to complete the signup process. If they are already a Dynatrace user, they will receive a link to the specified environment.
    Note: Invited account users are also automatically added as environment users.

To assign permissions to an account user:

  1. Click the menu button.
  2. Click Account.
  3. In the Users list, click the Edit icon of the user whose permissions you want to edit.
    Note: This feature is only available to account-admins. Account-users must use the Invite a colleague option.
  4. Select the permission you want to assign from the Account permissions drop list.

Permissions for environment users

Environment users and their permissions are entirely independent of account users. Environment users can view monitoring data, but they can’t manage account details.

Dynatrace offers three user groups with environment permissions:

  • Environment admins have access to product functionality including installation, configuration, and user-management features.
  • Environment users have access to all product functionality except settings. They cannot install Dynatrace or view the deployment overview.
  • Environment viewers can view environment monitoring data, but they can’t configure settings or comment on problems. They cannot install Dynatrace or view the deployment overview.

To invite a new environment user:

  1. Click the menu button.
  2. Click Account.
  3. Click the Edit button in the environment list.
  4. Click Invite user.
  5. Type in the new user’s Email address.
  6. Optional step: Specify permissions by clicking Advanced.
  7. Click Invite. If the user is not already a Dynatrace user, they will receive a link they can use to complete the signup process. If they are already a Dynatrace user, they will receive a link to the specified environment.

To assign permissions to an environment user:

  1. Click the menu button.
  2. Click Account.
  3. Click the Edit button in the environment list.
  4. In the Users list, click the Edit icon of the user whose permissions you want to edit.
  5. Select the permission you want to assign from the Environment permissions drop list.