The Settings page includes your available settings.
Administrators can manage users from the Team tab. This tab is not available to non-administrators.
Tip
Primary administrators are managed by Q2. To request an administrator change, submit a case through the Q2 Customer Portal.
Select the + Invite User button to open the User Permission Settings window.
After providing the user's name and email address, assign appropriate permissions to one of the following:
-
Admin Permissions—this option sets the invitee as a secondary administrator with full access, which includes all application settings, guide settings, and analytics capabilities.
-
User Permissions—this option allows the invitee to be assigned application-specific permissions, as well as one or more user roles.
Users will receive an email from "no-reply@discover.q2ebanking.com" with their invitation to create an account.
Caution
Advise your IT teams to allow this email address through filters. Sometimes a "no-reply" email is automatically blocked or filtered to spam.
Under the Select Applications subheading, select the applications you want the user to have access to. You can also use the search bar to find specific applications. Please note that a user must be assigned at least one role for each assigned application.
Under the Apply a Role or Multiple Roles subheading, select the desired roles you want the user to have. The User can be assigned to Default Roles and Custom Roles.
Tip
Hovering over the title of a User role will show a short description of what the role allows the User to do.
To manage a user, the following buttons are selectable:
-
Edit User
—allows you to edit a user's settings.
-
Resend Invite
—allows you to resend the email invite to a user who is unable to access their original invite. An invite will usually expire after 72 hours.
-
Remove User
—allows you to remove a user.
Authentication of requests is handled by an integration key. When enabled for the subscription, administrators can create and manage those keys in Integrations.
Caution
Integration keys should be secured and known only by key administrators. Do not share them in user-side Javascript, publicly accessible code repositories, or other potentially unsecured locations.
All integration requests require the following headers:
-
Content-Type:
application/json
-
X-Pendo-Integration-Key:
<YOUR_KEY>
Note
The Integrations page is only available to administrators that have API enabled. For more information, contact your administrator or CSM.
Available actions for integration keys include creation, editing, copying, and deletion.
-
To create an integration key, select the + Generate Integration Key button at the top right-hand side of the Integrations page. Select Click to add description text and edit as needed. Save by selecting the check mark or Enter.
-
To copy an integration key, select the copy to clipboard icon that is in line with the integration key.
-
To delete an integration key, select the delete
icon inline with the integration key. Confirm your decision in the confirmation window.
Note
Once deleted, data will no longer be pulled to any sources depending on the deleted integration key.