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Accounts

An account holds a set of policies, and each policy tells StyxView what to monitor. Use separate accounts to keep the monitoring of different companies or brands apart, for example one account for Contoso and one for Fabrikam. An account can have one Company Protection policy, and several Executive Protection and third-party policies.

Users switch between accounts with the account switcher in the header. To limit a user to some accounts, put them in a group with "Account" scope. See Groups.

Accounts is in the "Configuration" menu, which only Admins see. Only Admins can add and delete accounts.

In the sidebar, select "Configuration" > "Accounts".

The sidebar with the "Configuration" menu expanded and "Accounts" selected under it.

  1. Select "Add Account" at the top right of the page.

    The "Accounts" page, with "Add Account" at the top right and each account's policies and solution types listed below.

  2. In the "Add Account" dialog, enter a "Name" of 4 to 250 characters. Use letters, numbers, spaces, apostrophes, and hyphens.

    The "Add Account" dialog, with the "Name" field and the "Save" and "Cancel" buttons.

  3. Select "Save". To close the dialog without creating the account, select "Cancel".

StyxView creates the account and opens the Policies page, where you add the account's first policy. See Policies.

The Accounts page lists each account with a table of its policies. The table shows each policy's name ("Policy") and its "Solution Type".

One account on the "Accounts" page, with the delete icon next to its name and a delete icon at the end of each policy row.

To delete a policy:

  1. Select the delete icon at the end of the policy's row.
  2. In the "Delete policy" dialog, select "Delete". To keep the policy, select "Cancel".

To delete an account and all of its policies:

  1. Select the delete icon next to the account name.
  2. In the "Delete account" dialog, select "Delete". To keep the account, select "Cancel".