Overview
Account overview
Learn what your Verentis account is and where to find the main account tools.
Your account is your top-level home in Verentis. It is created for you the first time you sign in. It contains your workspaces, people, roles, API keys, and services.
A workspace is a working area inside an account. An account can have many workspaces. Learn more in What is a workspace?.
Dashboard
The Dashboard is the first account page you see after onboarding. Onboarding is the first setup flow that helps you get started.
Use the Dashboard to get oriented. It gives you a starting point before you move into account settings, people, access, or workspaces.
Left-hand navigation
The left sidebar is the main menu for the Account app. The Account app is the web app for managing your account, people, and workspaces.
You will see these areas:
- Dashboard: your account landing page.
- Settings: account details and configuration.
- Users: people who can sign in.
- Roles: named bundles of permissions.
- API Keys: secret credentials for scripts and tools.
- Services: non-person identities for software.
- Workspaces: the working areas inside your account.
- Support and Feedback: links for help and suggestions.
Account areas
Edit your account name and description.
Review and update account settings.
See and manage people in your account.
Manage role memberships and permissions.
Create and manage credentials for scripts and tools.
Create identities for software and automation.
Learn how workspaces fit inside your account.
Account access and workspace access
People and access are managed at two levels: the whole account and each individual workspace. The Users, Roles, API Keys, and Services screens work the same way in both places. Only the scope changes.
A role is a named bundle of permissions. A permission is one specific ability. Learn more in Roles and permissions.