Users Guide

Identity management
This chapter explains how to manage sites, users, and permissions for the APEX Console.
Topics:
• Manage users, roles, and permissions
• Add new console users
• Edit users
• Add organizational units
Manage users, roles, and permissions
There are several default user roles, each with a specific set of permissions, for APEX Console tasks.
The administrator for your organization can manage users for the APEX Console. Users with basic permissions can edit their
own user details and notification preferences. Each of the pre-defined default user roles available in the APEX Console has a
specific set of activity permissions. For the detailed list of console tasks and their related permissions, refer to the Roles and
permissions matrix.
The default, pre-defined roles include:
● Administrator: This role is recommended for the manager in your organization who needs access to all of the applications
and can execute all functions for your offer in the console. This includes creating and approving orders, and managing sites,
organizational units, and users.
● Base User: This role is recommended for general users in your organization who need basic, read-only access to the
applications for your offer.
● IT Manager: This role is recommended for the technical user in your organization who will likely be operating and using your
offer, reviewing capacity and health information, and creating and approving orders.
● IT User: This role is recommended for the technical users in your organization who will be able to view capacity and health
information in addition to interfacing with the storage environments. This role requires some storage technical expertise and
is recommended for storage administrators.
● Finance Manager: This role is recommended for the user in your organization who manages financial information, creates
and approves orders, and manages billing information.
For more information about the functions and permissions available for each of these roles in the DTMS Portal, refer to
Knowledgebase article 0011050.
NOTE:
The Customer Service Owner is an important role for APEX Data Storage Services. This is typically an executive at your
organization who oversees the use and management of the service, and who will meet with the Dell Customer Success
Manager about service benefits, performance, and outcomes. For the APEX Console, the Customer Service Owner should
be assigned the IT Manager role.
The IT User role should be given to those in your organization with storage administration knowledge and skills as they will
be operating the storage services.
Add new console users
Follow these steps to add new APEX Console users.
Prerequisites
You must have the Administrator role in for your organization to add new users.
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