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Managing user settings directly in a customer's sub-account

Overview

As an Administrator, you can manage the user settings of the people who support a customer account directly in Settings while logged in to the customer account.

This article includes how to add and manage the Blumira users who need access to only one specific account, such as end users from a co-managed customer. Users that work as part of the MSP organization can be managed in the MSP Portal.

Reference: See Adding and updating users in MSP Portal for more information about globally managing user access across all of your sub-accounts.

Before you begin

You must be an Administrator for the organization and the sub-account must be registered under your MSP account for you to have access to the options described below.

Note: If you get an error while trying to add a user, it is most likely because they already exist in another Blumira account. If you get an error like this, email msp@blumira.com with a description of what you are trying to do and they will help.

Adding users to an account in Settings

To add a user to an organization:

  1. In the Organizations list, select the name of the organization that the user belongs to.
  2. Navigate to Settings > Users.
  3. Click Add New User.
  4. Add the following information about the user:
    • Name
    • Email address for login
    • Title
    • User role for the app
      Reference: See About Blumira roles for MSPs for details about each role type. 
    • Location
  5. Click Save Changes.

Resetting multi-factor authentication for a user

In order to practice strong security standards, we ask that company Admins reset MFA for their Blumira account users.

As an administrator, to reset MFA for one of your Blumira users:

  1. Navigate to Settings > Users.
  2. Click the row with the user's name.
  3. Click Reset Two-Factor Authenticators.

Editing user notification settings

Ensure that your users can receive notifications from Blumira to resolve issues with failing integrations or handle findings in an appropriate timeframe. (See About Blumira findings for recommended response times.)

As an Administrator, you can configure which notifications your Blumira users receive.

To edit a user's notification settings:

  1. Navigate to Settings > Users.
  2. Click Edit (pencil icon) in the row with the user's name.
  3. Click Edit User Notifications.
  4. Verify that the correct information is provided for the following:
    • Voice number
    • Text number
    • Email address
  5. Select the check boxes to turn on Voice, Text, or Email notifications per priority level.
    Tip: Blumira sends voice and text alerts from (313) 349-2586. Save the number as a safe contact in your device so that alerts are not marked as spam.
  6. Select or deselect these options:
    • Email me on every new finding comment.
    • Email me when a responder takes initial ownership of a finding.
  7. Click Save.

Alternatively, users can open and edit their personal Notification Settings from any page within Blumira by clicking the bell icon at the top of any screen.

Deleting users from an organization

As an Administrator, you can delete users from your organization's account.

To remove a user, do the following:

  1. In the Blumira app, click Settings.
  2. Click Users.
  3. Click Delete (trash icon) in the row next to the user's name.
  4. In the confirmation window, click Delete to remove the user.