Uptime.com subaccounts are included with Premium subscriptions and are added on upon request. Subaccounts can be treated as separate accounts that are linked to the main account. They are most useful in separating your client’s accounts rather than managing all checks and reports within a single account.
To skip to a specific section of the "Dashboards and Subaccounts" video, click the links with the !
Enabling subaccounts will give administrators and account owners the following abilities:
- Individual check and alert communication limits for each subaccount
- Timezone support per subaccount
- The ability for users with proper permissions to login to the main account and toggle between subaccounts
- Individual subaccount management and access permissions
Subaccount users will login to the Uptime.com subaccount(s) to which they have been assigned:
- Every permission level can be assigned to any subaccount
- Users with View only or View and Modify access can only access the subaccounts they are assigned
- Subaccount Admins have the ability to edit all subaccounts.
- Activating Subaccounts
- Designate and Admin
- Managing Your Subaccount
- Review Subaccount Usage Details
- Using Subaccounts
- Admin Access
- Account Limits
- User Access
- Moving Checks Between Subaccounts
Activating Subaccounts
You must do the following before you can create a subaccount:
- Determine the number of subaccounts your team requires
- Determine usage limits for these subaccounts
- Determine the name(s) of the subaccount(s) you wish to create
- Contact support@uptime.com and provide the details for your subaccount(s), including the subaccount usage limits
Once Uptime.com has created your requested subaccount(s), follow these steps to complete setup and management.
Step One: Designate an Admin
By default the Uptime.com account owner is an Admin of all subaccounts. If the owner of the primary Uptime.com account is not an active Uptime.com user, we recommend designating an Admin who will have Administrative Access Level for all subaccounts.
Administrator and Owner users can create a new user, or modify an existing user, within any Uptime.com account or subaccount.
The proper settings to create an admin user are highlighted in the screenshot below:
Please note if the Subaccounts field is left blank, the user will have their Access level applied to all subaccounts. This is the default setting for any user with access to an account that has subaccounts enabled.
Step Two: Managing Your Subaccount
Assigning Users
To assign a user to a subaccount, open the Add New or Edit User screen and click the Subaccounts field. Select the sub account you want the user to be part of.
Users can be assigned to more than one subaccount, with proper permissions active for the account the user is assigned.
To export a list of users assigned to a specific subaccount, navigate to that subaccount as an administrator user and then use either our REST API /users/ endpoint, or do so via the Users page. Click Settings>Users, and then click the dropdown box next to New User and select “Export to CSV”.
About 2FA and SSO with Subaccounts
Subaccounts can utilize both two-factor authentication (2FA) and single-sign on (SSO). From the main account, owners and administrator users can set 2FA access requirements either account wide, or limited to specific user(s). Subaccounts that utilize SSO override 2FA access requirements.
First-time SSO users are logged into the primary account, so administrators will need to alter permissions and control which subaccount(s) new users should belong to.
Review Subaccount Usage Details
An Administrator, or an Account Owner, can review account usage details from the Account Usage page (Billing>Account Usage). These details include a number of basic checks used, as well as detailed statistics on specific check limits such as RUM, Transaction, or API checks.
Step Three: Using Subaccounts
New users of a subaccount will receive an email from Uptime.com that verifies the email address and provides a link to create a password for the account. Users of the subaccount will login to Uptime.com with the credentials (email address and password), and see only details (checks, alerts, etc, but not billing details) for the subaccount they are assigned.
Admin Access
The Admin role is used to monitor activity across subaccounts, and to intervene as needed to edit checks and guide teams in their usage. The Admin has access to all accounts, but does not have Account Owner privileges. This type of user cannot see or change billing settings, but can view usage statistics, reports, alerts, and checks for every subaccount.
The following is true for a subaccount Admin:
- Will have the Administrator Access Level
- Will have access to all subaccounts
- Can be the primary account owner, but any user can be granted Admin status
When this user logs into Uptime.com, they login to the primary account. The Administrator can then switch between subaccounts from a dropdown menu accessible from every main page of Uptime.com (e.g. Dashboard or Alerts, but not from users, SSO, or API).
Important Details
Account Limits
Each subaccount has its own limits on checks, users, contacts, status pages, SLA reports, monthly SMS and phone credits, API and transaction checks, and RUM checks based on the plan requested for that subaccount. It is important to note these limits as you create your subaccounts, as the allotments for each subaccount are related to the primary plan associated with that subaccount.
Note: It is possible to upgrade various Uptime.com plan parameters through your subscription page at any time (I.e. additional SMS credits or status pages etc.).
User Access
You may need to edit access to Subaccounts for existing users in your primary Uptime.com account, as their default access level will allow all subaccounts to be viewable once subaccounts have been implemented.
It’s also possible to assign a user who is not an Admin to multiple subaccounts. Simply click the Subaccounts field, and assign an individual to multiple subaccounts one subaccount at a time.
Moving Checks Between Subaccounts
In the event that checks must be moved between subaccounts, the bulk tool can be used to export and import the checks as follows:
**Please note this process will not move any history including Metrics or Alert data for these checks.
Exporting Checks from the current subaccount
- On Uptime.com, go to Monitoring > Checks
- Click the arrow next to Add New.
- Select Bulk Import/Export Checks.
- Click Download Export XLS File
- Open the file and filter the checks you want to import into the other subaccount
- Once reviewing the file, save it as XLSX or CSV
Importing Checks to the new subaccount
- On Uptime.com, go to Monitoring > Checks
- Click the arrow next to Add New.
- Select Bulk Import/Export Checks.
- Look for Submit Bulk Import XLSX/CSV and click on Browse to select the file
After selecting the file, click on Submit.
Want to see our checks in action? Check out our YouTube Library for more!
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