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| -rw-r--r-- | docs/cloud/manage/organize-your-infrastrucutre-invite-your-team.md | 169 | ||||
| -rw-r--r-- | docs/cloud/manage/plans.md | 123 | ||||
| -rw-r--r-- | docs/cloud/manage/role-based-access.md | 143 | ||||
| -rw-r--r-- | docs/cloud/manage/sign-in.md | 81 | ||||
| -rw-r--r-- | docs/cloud/manage/themes.md | 14 | ||||
| -rw-r--r-- | docs/cloud/manage/view-plan-billing.md | 141 |
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diff --git a/docs/cloud/manage/organize-your-infrastrucutre-invite-your-team.md b/docs/cloud/manage/organize-your-infrastrucutre-invite-your-team.md new file mode 100644 index 00000000..b36e0806 --- /dev/null +++ b/docs/cloud/manage/organize-your-infrastrucutre-invite-your-team.md @@ -0,0 +1,169 @@ +# Organize Your Infrastructure and Invite your Team + +Netdata Cloud provides you with features such as [Spaces](#netdata-cloud-spaces) and [War Rooms](#netdata-cloud-war-rooms) that allow you to better organize your infrastructure and ensure your team can also have access to it through invites. + +## Netdata Cloud Spaces + +Organize your multi-organization infrastructure monitoring on Netdata Cloud by creating Spaces to completely isolate access to your Agent-monitored nodes. + +A Space is a high-level container. It's a collaboration space where you can organize team members, access levels and the +nodes you want to monitor. + +Let's talk through some strategies for creating the most intuitive Cloud experience for your team. + +### How to organize your Netdata Cloud + +You can use any number of Spaces you want, but as you organize your Cloud experience, keep in mind that _you can only +add any given node to a single Space_. This 1:1 relationship between node and Space may dictate whether you use one +encompassing Space for your entire team and separate them by War Rooms, or use different Spaces for teams monitoring +discrete parts of your infrastructure. + +If you have been invited to Netdata Cloud by another user by default you will able to see that space. If you are a new +user the first space is already created. + +The other consideration for the number of Spaces you use to organize your Netdata Cloud experience is the size and +complexity of your organization. + +For smaller teams and infrastructures, we recommend sticking to a single Space so that you can keep all your nodes and their +respective metrics in one place. You can then use +multiple [War Rooms](#netdata-cloud-war-rooms) +to further organize your infrastructure monitoring. + +Enterprises may want to create multiple Spaces for each of their larger teams, particularly if those teams have +different responsibilities or parts of the overall infrastructure to monitor. For example, you might have one SRE team +for your user-facing SaaS application and a second team for infrastructure tooling. If they don't need to monitor the +same nodes, you can create separate Spaces for each team. + +### Navigate between spaces + +Click on any of the boxes to switch between available Spaces. + +Netdata Cloud abbreviates each Space to the first letter of the name, or the first two letters if the name is two words +or more. Hover over each icon to see the full name in a tooltip. + +To add a new Space click on the green **+** button. Enter the name of the Space and click **Save**. + + + +### Manage Spaces + +Manage your spaces by selecting a particular space and clicking on the small gear icon in the lower left corner. This +will open a side tab in which you can: + +1. _Configure this Space*_, in the first tab (**Space**) you can change the name, description or/and some privilege + options of this space + +2. _Edit the War Rooms*_, click on the **War rooms** tab to add or remove War Rooms. + +3. _Connect nodes*_, click on **Nodes** tab. Copy the claiming script to your node and run it. See the + [connect to Cloud doc](https://github.com/netdata/netdata/blob/master/claim/README.md) for details. + +4. _Manage the users*_, click on **Users**. + The [invitation doc](#invite-your-team) + details the invitation process. + +5. _Manage notification setting*_, click on **Notifications** tab to turn off/on notification methods. + +6. _Manage your bookmarks*_, click on the **Bookmarks** tab to add or remove bookmarks that you need. + +> #### Note +> +> \* This action requires admin rights for this space + +### Obsoleting offline nodes from a Space + +Netdata admin users now have the ability to remove obsolete nodes from a space. + +- Only admin users have the ability to obsolete nodes +- Only offline nodes can be marked obsolete (Live nodes and stale nodes cannot be obsoleted) +- Node obsoletion works across the entire space, so the obsoleted node will be removed from all rooms belonging to the + space +- If the obsoleted nodes eventually become live or online once more they will be automatically re-added to the space + + + +## Netdata Cloud War rooms + +Netdata Cloud uses War Rooms to organize your connected nodes and provide infrastructure-wide dashboards using real-time metrics and visualizations. + +Once you add nodes to a Space, all of your nodes will be visible in the **All nodes** War Room. This is a special War Room +which gives you an overview of all of your nodes in this particular Space. Then you can create functional separations of +your nodes into more War Rooms. Every War Room has its own dashboards, navigation, indicators, and management tools. + + + +### War Room organization + +We recommend a few strategies for organizing your War Rooms. + +- **Service, purpose, location, etc.** + You can group War Rooms by a service (Nginx, MySQL, Pulsar, and so on), their purpose (webserver, database, application), their physical location, whether they're "bare metal" or a Docker container, the PaaS/cloud provider it runs on, and much more. + This allows you to see entire slices of your infrastructure by moving from one War Room to another. + +- **End-to-end apps/services** + If you have a user-facing SaaS product, or an internal service that this said product relies on, you may want to monitor that entire stack in a single War Room. This might include Kubernetes clusters, Docker containers, proxies, databases, web servers, brokers, and more. + End-to-end War Rooms are valuable tools for ensuring the health and performance of your organization's essential services. + +- **Incident response** + You can also create new War Rooms as one of the first steps in your incident response process. + For example, you have a user-facing web app that relies on Apache Pulsar for a message queue, and one of your nodes using the [Pulsar collector](https://github.com/netdata/go.d.plugin/blob/master/modules/pulsar/README.md) begins reporting a suspiciously low messages rate. + You can create a War Room called `$year-$month-$day-pulsar-rate`, add all your Pulsar nodes in addition to nodes they connect to, and begin diagnosing the root cause in a War Room optimized for getting to resolution as fast as possible. + +### Add War Rooms + +To add new War Rooms to any Space, click on the green plus icon **+** next to the **War Rooms** heading on the left (Space's) sidebar. + +In the panel, give the War Room a name and description, and choose whether it's public or private. +Anyone in your Space can join public War Rooms, but can only join private War Rooms with an invitation. + +### Manage War Rooms + +All the users and nodes involved in a particular Space can be part of a War Room. + +Any user can change simple settings of a War room, like the name or the users participating in it. +Click on the gear icon of the War Room's name in the top of the page to do that. A sidebar will open with options for this War Room: + +1. To **change a War Room's name, description, or public/private status**, click on **War Room** tab. + +2. To **include an existing node** to a War Room or **connect a new node\*** click on **Nodes** tab. Choose any connected node you want to add to this War Room by clicking on the checkbox next to its hostname, then click **+ Add** at the top of the panel. + +3. To **add existing users to a War Room**, click on **Add Users**. + See our [invite section](#invite-your-team) for details on inviting new users to your Space in Netdata Cloud. + +> #### Note +> +>\* This action requires **admin** rights for this Space + +#### More actions + +To **view or remove nodes** in a War Room, click on the **Nodes tab**. To remove a node from the current War Room, click on +the **🗑** icon. + +> #### Info +> +> Removing a node from a War Room does not remove it from your Space. + +## Invite your team + +Invite your entire SRE, DevOPs, or ITOps team to Netdata Cloud, to give everyone insights into your infrastructure from a single pane of glass. + +Invite new users to your Space by clicking on **Invite Users** in +the [Space](#netdata-cloud-spaces) management area. + + + + +You will be prompted to enter the email addresses of the users you want to invite to your Space. You can enter any number of email addresses, separated by a comma, to send multiple invitations at once. + +Next, choose the War Rooms you want to invite these users to. Once logged in, these users are not restricted only to +these War Rooms. They can be invited to others, or join any that are public. + +Next, pick a role for the invited user. You can read more about [which roles are available](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/role-based-access.md#what-roles-are-available) based on your [subscription plan](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md). + +Click the **Send** button to send an email invitation, which will prompt them +to [sign up](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/sign-in.md) and join your Space. + + + +Any unaccepted invitations remain under **Invitations awaiting response**. These invitations can be rescinded at any +time by clicking the trash can icon. diff --git a/docs/cloud/manage/plans.md b/docs/cloud/manage/plans.md new file mode 100644 index 00000000..f84adaa8 --- /dev/null +++ b/docs/cloud/manage/plans.md @@ -0,0 +1,123 @@ +# Netdata Plans + +This page will guide you through the differences between the Community, Pro, Business and Enterprise plans. + +At Netdata, we believe in providing free and unrestricted access to high-quality monitoring solutions, and our commitment to this principle will not change. We offer our free SaaS offering - what we call **Community plan** - and Open Source Agent, which features unlimited nodes and users, unlimited metrics, and retention, providing real-time, high-fidelity, out-of-the-box infrastructure monitoring for packaged applications, containers, and operating systems. + +We also provide paid subscriptions that designed to provide additional features and capabilities for businesses that need tighter and customizable integration of the free monitoring solution to their processes. These are divided into three different plans: **Pro**, **Business**, and **Enterprise**. Each plan will offers a different set of features and capabilities to meet the needs of businesses of different sizes and with different monitoring requirements. + +> ### Note +> To not disrupt the existing space user's access rights we will keep them in the **Early Bird** plan. The reason for this is to allow users to +> keep using the legacy **Member** role with the exact same permissions as it has currently. +> +> If you move from the **Early Bird** plan to a paid plan, you will not be able to return to the **Early Bird** plan again. The **Community** free plan will always be available to you, but it does not allow +> you to invite or change users using the Member role. See more details on our [roles and plans](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/role-based-access.md#what-roles-are-available) documentation. + +### Plans + +The plan is an attribute that is directly attached to your space(s) and that dictates what capabilities and customizations you have on your space. If you have different spaces you can have different Netdata plans on them. This gives you flexibility to chose what is more adequate for your needs on each of your spaces. + +Netdata Cloud plans, with the exception of Community, work as subscriptions and overall consist of two pricing components: + +* A flat fee component, that is applied on yearly subscriptions for the [comitted-nodes](#committed-nodes) charte (space subscription fee has been waived off) +* An on-demand metered component, that is related to your usage of Netdata which directly links to the [number of nodes you have running](#running-nodes-and-billing) + +Netdata provides two billing frequency options: + +* Monthly - Pay as you go, where we charge both the flat fee and the on-demand component every month +* Yearly - Annual prepayment, where we charge upfront the flat fee and committed amount related to your estimated usage of Netdata (more details [here](#committed-nodes)) + +For more details on the plans and subscription conditions please check <https://netdata.cloud/pricing>. + +#### Running nodes and billing + +The only dynamic variable we consider for billing is the number of concurrently running nodes or agents. We only charge you for your active running nodes, so we don't count: + +* offline nodes +* stale nodes, nodes that are available to query through a Netdata parent agent but are not actively connecting metrics at the moment + +To ensure we don't overcharge you due to sporadic spikes throughout a month or even at a certain point in a day we are: + +* Calculate a daily P90 figure for your running nodes. To achieve that, we take a daily snapshot of your running nodes, and using the node state change events (live, offline) we guarantee that a daily P90 figure is calculated to remove any daily spikes +* On top of the above, we do a running P90 calculation from the start to the end of your billing cycle. Even if you have an yearly billing frequency we keep a monthly subscription linked to that to identify any potential overage over your [committed nodes](#committed-nodes). + +#### Committed nodes + +When you subscribe to an Yearly plan you will need to specify the number of nodes that you will commit to. On these nodes, a discounted price of less 25% than the original cost per node of the plan is applied. This amount will be part of your annual prepayment. + +``` +Node plan discounted price x committed nodes x 12 months +``` + +If, for a given month, your usage is over these committed nodes we will charge the original cost per node for the nodes above the committed number. + +#### Plan changes and credit balance + +It is ok to change your mind. We allow to change your plan, billing frequency or adjust the committed nodes, on yearly plans, at any time. + +To achieve this you can check the [Update plan](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/view-plan-billing.md#update-plan) section. + +> ⚠️ On a downgrade (going to a new plan with less benefits) or cancellation of an active subscription, please note that you will have all your notification methods configurations active **for a period of 24 hours**. +> After that, any notification methods unavailable in your new plan at that time will be automatically disabled. You can always re-enable them once you move to a paid plan that includes them. + +> ⚠️ Downgrade or cancellation may affect users in your Space. Please check what roles are available on the [each plans](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#areas-impacted-by-plans). Users with unavailable roles on the new plan will immediately have restricted access to the Space. + +> ⚠️ Any credit given to you will be available to use on future paid subscriptions with us. It will be available until the the **end of the following year**. + +### Areas impacted by plans + +##### Role-Based Access model + +Depending on the plan associated to your space you will have different roles available: + +| **Role** | **Community** | **Pro** | **Business** | **Early Bird** | +| :-- | :--: | :--: | :--: | :--: | +| **Administrators**<p>Users with this role can control Spaces, War Rooms, Nodes, Users and Billing.</p><p>They can also access any War Room in the Space.</p> | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | +| **Managers**<p>Users with this role can manage War Rooms and Users.</p><p>They can access any War Room in the Space.</p> | - | - | :heavy_check_mark: | - | +| **Troubleshooters**<p>Users with this role can use Netdata to troubleshoot, not manage entities.</p><p>They can access any War Room in the Space.</p> | - | :heavy_check_mark: | :heavy_check_mark: | - | +| **Observers**<p>Users with this role can only view data in specific War Rooms.</p>💡 Ideal for restricting your customer's access to their own dedicated rooms.<p></p> | - | - | :heavy_check_mark: | - | +| **Billing**<p>Users with this role can handle billing options and invoices.</p> | - | - | :heavy_check_mark: | - | +| **Member** ⚠️ Legacy role<p>Users with this role can create War Rooms and invite other Members.</p><p>They can only see the War Rooms they belong to and all Nodes in the All Nodes room.</p>| - | - | - | :heavy_check_mark: | + +For more details check the documentation under [Role-Based Access model](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/role-based-access.md). + +##### Events feed + +The plan you have subscribed on your space will determine the amount of historical data you will be able to query: + +| **Type of events** | **Community** | **Pro** | **Business** | +| :-- | :-- | :-- | :-- | +| **Auditing events** - COMING SOON<p>Events related to actions done on your Space, e.g. invite user, change user role or create room.</p>| 4 hours | 7 days | 90 days | +| **Topology events**<p>Node state transition events, e.g. live or offline.</p>| 4 hours | 7 days | 14 days | +| **Alert events**<p>Alert state transition events, can be seen as an alert history log.</p>| 4 hours | 7 days | 90 days | + +For more details check the documentation under [Events feed](https://github.com/netdata/netdata/blob/master/docs/cloud/insights/events-feed.md). + +##### Notification integrations + +The plan on your space will determine what type of notifications methods will be available to you: + +* **Community** - Email and Discord +* **Pro** - Email, Discord and webhook +* **Business** - Unlimited, this includes Slack, PagerDuty, Opsgenie etc. + +For more details check the documentation under [Alert Notifications](https://github.com/netdata/netdata/blob/master/docs/cloud/alerts-notifications/notifications.md#alert-notifications). + +##### Alert notification silencing rules + +The plan on your space will determine if you are able to add alert notification silencing rules since this feature will only be available for paid plans: **Pro** or **Business**. + +For more details check the documentation under [Alert Notifications](https://github.com/netdata/netdata/blob/master/docs/cloud/alerts-notifications/notifications.md#silencing-alert-notifications). + +### Related Topics + +#### **Related Concepts** + +* [Spaces](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/organize-your-infrastrucutre-invite-your-team.md#netdata-cloud-spaces) +* [Alert Notifications](https://github.com/netdata/netdata/blob/master/docs/cloud/alerts-notifications/notifications.md) +* [Events feed](https://github.com/netdata/netdata/blob/master/docs/cloud/insights/events-feed.md) +* [Role-Based Access model](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/role-based-access.md) + +#### Related Tasks + +* [View Plan & Billing](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/view-plan-billing.md) diff --git a/docs/cloud/manage/role-based-access.md b/docs/cloud/manage/role-based-access.md new file mode 100644 index 00000000..a0b38774 --- /dev/null +++ b/docs/cloud/manage/role-based-access.md @@ -0,0 +1,143 @@ +# Role-Based Access model + +Netdata Cloud's role-based-access mechanism allows you to control what functionalities in the app users can access. Each user can be assigned only one role, which fully specifies all the capabilities they are afforded. + +## What roles are available? + +With the advent of the paid plans we revamped the roles to cover needs expressed by Netdata users, like providing more limited access to their customers, or +being able to join any room. We also aligned the offered roles to the target audience of each plan. The end result is the following: + +| **Role** | **Community** | **Pro** | **Business** | **Early Bird** | +| :-- | :--: | :--: | :--: | :--: | +| **Administrators**<p>Users with this role can control Spaces, War Rooms, Nodes, Users and Billing.</p><p>They can also access any War Room in the Space.</p> | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | +| **Managers**<p>Users with this role can manage War Rooms and Users.</p><p>They can access any War Room in the Space.</p> | - | - | :heavy_check_mark: | - | +| **Troubleshooters**<p>Users with this role can use Netdata to troubleshoot, not manage entities.</p><p>They can access any War Room in the Space.</p> | - | :heavy_check_mark: | :heavy_check_mark: | - | +| **Observers**<p>Users with this role can only view data in specific War Rooms.</p>💡 Ideal for restricting your customer's access to their own dedicated rooms.<p></p> | - | - | :heavy_check_mark: | - | +| **Billing**<p>Users with this role can handle billing options and invoices.</p> | - | - | :heavy_check_mark: | - | +| **Member** ⚠️ Legacy role<p>Users with this role can create War Rooms and invite other Members.</p><p>They can only see the War Rooms they belong to and all Nodes in the All Nodes room.</p>| - | - | - | :heavy_check_mark: | + +## What happens to the previous Member role? + +We will maintain a Early Bird plan for existing users, which will continue to provide access to the Member role. + +## Which functionalities are available for each role? + +In more detail, you can find on the following tables which functionalities are available for each role on each domain. + +### Space Management + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | +| See Space | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | +| Leave Space | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | +| Delete Space | :heavy_check_mark: | - | - | - | - | - | +| Change name | :heavy_check_mark: | - | - | - | - | - | +| Change description | :heavy_check_mark: | - | - | - | - | - | + +### Node Management + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | Notes | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | :-- | +| See all Nodes in Space (_All Nodes_ room) | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | :heavy_check_mark: | Members are always on the _All Nodes_ room | +| Connect Node to Space | :heavy_check_mark: | - | - | - | - | - | - | +| Delete Node from Space | :heavy_check_mark: | - | - | - | - | - | - | + +### User Management + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | Notes | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | :-- | +| See all Users in Space | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | | +| Invite new User to Space | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | You can't invite a user with a role you don't have permissions to appoint to (see below) | +| Delete Pending Invitation to Space | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | | +| Delete User from Space | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | You can't delete a user if he has a role you don't have permissions to appoint to (see below) | +| Appoint Administrators | :heavy_check_mark: | - | - | - | - | - | | +| Appoint Billing user | :heavy_check_mark: | - | - | - | - | - | | +| Appoint Managers | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | +| Appoint Troubleshooters | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | +| Appoint Observer | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | +| Appoint Member | :heavy_check_mark: | - | - | - | - | :heavy_check_mark: | Only available on Early Bird plans | +| See all Users in a Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | | +| Invite existing user to Room | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | User already invited to the Space | +| Remove user from Room | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | + +### Room Management + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | Notes | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | :-- | +| See all Rooms in a Space | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | - | | +| Join any Room in a Space | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | - | By joining a room you will be enabled to get notifications from nodes on that room | +| Leave Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | | +| Create a new Room in a Space | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | | +| Delete Room | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | +| Change Room name | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | If not the _All Nodes_ room | +| Change Room description | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | | +| Add existing Nodes to Room | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | Node already connected to the Space | +| Remove Nodes from Room | :heavy_check_mark: | :heavy_check_mark: | - | - | - | :heavy_check_mark: | | + +### Notifications Management + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | Notes | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | :-- | +| See all configured notifications on a Space | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | | +| Add new configuration | :heavy_check_mark: | - | - | - | - | - | | +| Enable/Disable configuration | :heavy_check_mark: | - | - | - | - | - | | +| Edit configuration | :heavy_check_mark: | - | - | - | - | - | Some exceptions apply depending on [service level](https://github.com/netdata/netdata/blob/master/docs/cloud/alerts-notifications/manage-notification-methods.md#available-actions-per-notification-methods-based-on-service-level) | +| Delete configuration | :heavy_check_mark: | - | - | - | - | - | | +| Edit personal level notification settings | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | [Manage user notification settings](https://github.com/netdata/netdata/blob/master/docs/cloud/alerts-notifications/manage-notification-methods.md#manage-user-notification-settings) | +| See space alert notification silencing rules | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | - | | +| Add new space alert notification silencing rule | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | +| Enable/Disable space alert notification silencing rule | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | +| Edit space alert notification silencing rule | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | +| Delete space alert notification silencing rule | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | | +| See, add, edit or delete personal level alert notification silencing rule | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | | + + +Notes: +* Enable, Edit and Add actions over specific notification methods will only be allowed if your plan has access to those ([service classification](https://github.com/netdata/netdata/blob/master/docs/cloud/alerts-notifications/notifications.md#service-classification)) + +### Dashboards + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | +| See all dashboards in Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | +| Add new dashboard to Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | +| Edit any dashboard in Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | :heavy_check_mark: | +| Edit own dashboard in Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | +| Delete any dashboard in Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | :heavy_check_mark: | +| Delete own dashboard in Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | + +### Functions + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | Notes | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | :-- | +| See all functions in Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | +| Run any function in Room | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | +| Run read-only function in Room | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | | +| Run sensitive function in Room | :heavy_check_mark: | :heavy_check_mark: | - | - | - | - | There isn't any function on this category yet, so subject to change. | + +### Events feed + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | Notes | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | :-- | +| See Alert or Topology events | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | | +| See Auditing events | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | These are coming soon, not currently available | + +### Billing + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | Notes | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | :-- | +| See Plan & Billing details | :heavy_check_mark: | - | - | - | :heavy_check_mark: | - | Current plan and usage figures | +| Update plans | :heavy_check_mark: | - | - | - | - | - | This includes cancelling current plan (going to Community plan) | +| See invoices | :heavy_check_mark: | - | - | - | :heavy_check_mark: | - | | +| Manage payment methods | :heavy_check_mark: | - | - | - | :heavy_check_mark: | - | | +| Update billing email | :heavy_check_mark: | - | - | - | :heavy_check_mark: | - | | + +### Other permissions + +| **Functionality** | **Administrator** | **Manager** | **Troubleshooter** | **Observer** | **Billing** | **Member** | +| :-- | :--: | :--: | :--: | :--: | :--: | :--: | +| See Bookmarks in Space | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | +| Add Bookmark to Space | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | :heavy_check_mark: | +| Delete Bookmark from Space | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | - | :heavy_check_mark: | +| See Visited Nodes | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | +| Update Visited Nodes | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | :heavy_check_mark: | - | :heavy_check_mark: | diff --git a/docs/cloud/manage/sign-in.md b/docs/cloud/manage/sign-in.md new file mode 100644 index 00000000..53ea3a22 --- /dev/null +++ b/docs/cloud/manage/sign-in.md @@ -0,0 +1,81 @@ +# Sign in to Netdata + +This page explains how to sign in to Netdata with your email, Google account, or GitHub account, and provides some tips if you're having trouble signing in. + +You can [sign in to Netdata](https://app.netdata.cloud/sign-in?cloudRoute=spaces?utm_source=docs&utm_content=sign_in_button_first_section) through one of three methods: email, Google, or GitHub. Email uses a +time-sensitive link that authenticates your browser, and Google/GitHub both use OAuth to associate your email address +with a Netdata Cloud account. + +No matter the method, your Netdata Cloud account is based around your email address. Netdata Cloud does not store +passwords. + +## Email + +To sign in with email, visit [Netdata Cloud](https://app.netdata.cloud/sign-in?cloudRoute=spaces?utm_source=docs&utm_content=sign_in_button_email_section), enter your email address, and click +the **Sign in by email** button. + + + +Click the **Verify** button in the email to begin using Netdata Cloud. + +To use this same Netdata Cloud account on additional devices, request another sign in email, open the email on that +device, and sign in. + +### Don't have a Netdata Cloud account yet? + +If you don't already have a Netdata Cloud account, you don't need to worry about this. During the sign-in process we will create one for you and make the process seamless to you. + +After your account is created and you sign in to Netdata, you first are asked to agree to Netdata Cloud's [Privacy +Policy](https://www.netdata.cloud/privacy/) and [Terms of Use](https://www.netdata.cloud/terms/). Once you agree with these you are directed +through the Netdata Cloud onboarding process, which is explained in the [Netdata Cloud +quickstart](https://github.com/netdata/netdata/blob/master/packaging/installer/README.md). + +### Troubleshooting + +You should receive your sign in email in less than a minute. The subject is **Verify your email!** for new sign-ups, **Sign in to Netdata** for sign ins. +The sender is `no-reply@netdata.cloud` via `sendgrid.net`. + +If you don't see the email, try the following: + +- Check your spam folder. +- In Gmail, check the **Updates** category. +- Check [Netdata Cloud status](https://status.netdata.cloud) for ongoing issues with our infrastructure. +- Request another sign in email via the [sign-in page](https://app.netdata.cloud/sign-in?cloudRoute=spaces?utm_source=docs&utm_content=sign_in_button_troubleshooting_section). + +You may also want to add `no-reply@netdata.cloud` to your address book or contacts list, especially if you're using +a public email service, such as Gmail. You may also want to whitelist/allowlist either the specific email or the entire +`netdata.cloud` domain. + +In some cases, temporary issues with your mail server or email account may result in your email address being added to a Bounce list by Sendgrid. +If you are added to that list, no Netdata cloud email can reach you, including alert notifications. Let us know in Discord that you have trouble receiving +any email from us and someone will ask you to provide your email address privately, so we can check if you are on the Bounce list. + +## Google and GitHub OAuth + +When you use Google/GitHub OAuth, your Netdata Cloud account is associated with the email address that Netdata Cloud +receives via OAuth. + +To sign in with Google or GitHub OAuth, visit [Netdata Cloud](https://app.netdata.cloud/sign-in?cloudRoute=spaces?utm_source=docs&utm_content=sign_in_button_google_github_section) and click the +**Continue with Google/GitHub** or button. Enter your Google/GitHub username and your password. Complete two-factor +authentication if you or your organization has it enabled. + +You are then signed in to Netdata Cloud or directed to the new-user onboarding if you have not signed up previously. + +## Reset a password + +Netdata Cloud does not store passwords and does not support password resets. All of our sign in methods do not +require passwords, and use either links in emails or Google/GitHub OAuth for authentication. + +## Switch between sign in methods + +You can switch between sign in methods if the email account associated with each method is the same. + +For example, you first sign in via your email account, `user@example.com`, and later sign out. You later attempt to sign +in via a GitHub account associated with `user@example.com`. Netdata Cloud recognizes that the two are the same and signs +you in to your original account. + +However, if you first sign in via your `user@example.com` email account and then sign in via a Google account associated +with `user2@example.com`, Netdata Cloud creates a new account and begins the onboarding process. + +It is not currently possible to link an account created with `user@example.com` to a Google account associated with +`user2@example.com`. diff --git a/docs/cloud/manage/themes.md b/docs/cloud/manage/themes.md new file mode 100644 index 00000000..aaf193a8 --- /dev/null +++ b/docs/cloud/manage/themes.md @@ -0,0 +1,14 @@ +# Choose your Netdata Cloud theme + +The Dark theme is the default for all new Netdata Cloud accounts. + +To change your theme across Netdata Cloud, click on your profile picture, then **Profile**. Click on the **Settings** +tab, then choose your preferred theme: Light or Dark. + +**Light**: + + + +**Dark (default)**: + + diff --git a/docs/cloud/manage/view-plan-billing.md b/docs/cloud/manage/view-plan-billing.md new file mode 100644 index 00000000..5d381f95 --- /dev/null +++ b/docs/cloud/manage/view-plan-billing.md @@ -0,0 +1,141 @@ +# View Plan & Billing + +From the Cloud interface, you can view and manage your space's plan and billing settings, and see the space's usage in terms of running nodes. + +To view and manage some specific settings, related to billing options and invoices, you'll be redirected to our billing provider Customer Portal. + +## Prerequisites + +To see your plan and billing setting you need: + +- A Cloud account +- Access to the space as an Administrator or Billing user + +## Steps + +### View current plan and Billing options and Invoices + +1. Click on the **Space settings** cog (located above your profile icon) +1. Click on the **Plan & Billing** tab +1. On this page you will be presented with information on your current plan, billing settings, and usage information: + 1. At the top of the page you will see: + - **Credit** amount which refers to any amount you have available to use on future invoices or subscription changes ([Plan changes and credit balance](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plan-changes-and-credit-balance)) - this is displayed once you have had an active paid subscription with us + - **Billing email** the email that was specified to be linked to tha plan subscription. This is where invoices, payment, and subscription-related notifications will be sent. + - **Billing options and Invoices** is the link to our billing provider Customer Portal where you will be able to: + - See the current subscription. There will always be 2 subscriptions active for the two pricing components mentioned on [Netdata Plans documentation page](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plans) + - Change directly the payment method associated to current subscriptions + - View, add, delete or change your default payment methods + - View or change or Billing information: + - Billing email + - Address + - Phone number + - Tax ID + - View your invoice history + 1. At the middle, you'll see details on your current plan as well as means to: + - Upgrade or cancel your plan + - View **All Plans** details page + 1. At the bottom, you will find your Usage chart that displays: + - Daily count - The weighted 90th percentile of the live node count during the day, taking time as the weight. If you have 30 live nodes throughout the day + except for a two hour peak of 44 live nodes, the daily value is 31. + - Period count: The 90th percentile of the daily counts for this period up to the date. The last value for the period is used as the number of nodes for the bill for that period. See more details in [running nodes and billing](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#running-nodes-and-billing) (only applicable if you are on a paid plan subscription) + - Committed nodes: The number of nodes committed to in the yearly plan. In case the period count is higher than the number of committed nodes, the difference is billed as overage. + + +### Update plan + +1. Click on the **Space settings** cog (located above your profile icon) +1. Click on the **Plan & Billing** tab +1. On this page you will be presented with information on your current plan, billing settings, and usage information + 1. Depending on your plan there could be shortcuts to immediately take you to change, for example, the billing frequency to **Yearly** + 1. Most actions will be available under the **Change plan** link that take you to the **All plans** details page where you can + 1. Downgrade or upgrade your plan + 1. Change the billing frequency + 1. Change committed nodes, in case you are on a Yearly plan + 1. Once you chose an action to update your plan a modal will pop-up on the right with + 1. Billing frequency displayed on the top right-corner + 1. Committed Nodes, when applicable + 1. Current billing information: + - Billing email + - Default payment method + - Business name and VAT number, when these are applicable + - Billing Address + Note: Any changes to these need to done through our billing provider Customer Portal prior to confirm the checkout. You can click on the link **Change billing info and payment method** to access it. + 1. Promotion code, so you can review any applied promotion or enter one you may have + 1. Detailed view on Node and Space charges + 1. Breakdown of: + - Subscription Total + - Discount from promotion codes, if applicable + - credit value for Unused time from current plan, if applicable + - Credit amount used from balance, if applicable + - Total Before Tax + - VAT rate and amount, if applicable + 1. Summary of: + - Total payable amount + - credit adjustment value for any Remaining Unused time from current plan, if applicable + - Final credit balance + +Notes: +* Since there is an active plan you won't be redirected to our billing provider, the checkout if performed as soon as you click on **Checkout** +* The change to your plan will be applied as soon as the checkout process is completed successfully +* Downgrade or cancellations may have impacts on some of notification method settings or user accesses to your space, for more details please check [Plan changes and credit balance](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plan-changes-and-credit-balance) + +## FAQ + +### 1. What Payment Methods are accepted? + +You can easily pay online via most major Credit/Debit Cards. More payment options are expected to become available in the near future. + +### 2. What happens if a renewal payment fails? + +After an initial failed payment, we will attempt to process your payment every week for the next 15 days. After three failed attempts your Space will be moved to the **Community** plan (free forever). + +For the next 24 hours, you will be able to use all your current notification method configurations. After 24 hours, any of the notification method configurations that aren't available on your space's plan will be automatically disabled. + +Cancellation might affect users in your Space. Please check what roles are available on the [Community plan](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#areas-impacted-by-plans). Users with unavailable roles on the Community plan will immediately have restricted access to the Space. + +### 3. Which currencies do you support? + +We currently accept payments only in US Dollars (USD). We currently have plans to also accept payments in Euros (EUR), but do not currently have an estimate for when such support will be available. + +### 4. Can I get a refund? How? + +Payments for Netdata subscriptions are refundable **only** if you cancel your subscription within 14 days of purchase. The refund will be credited to the Credit/Debit Card used for making the purchase. To request a refund, please email us at [billing@netdata.cloud](mailto:billing@netdata.cloud). + +### 5. How do I cancel my paid Plan? + +Your annual or monthly Netdata Subscription plan will automatically renew until you cancel it. You can cancel your paid plan at any time by clicking ‘Cancel Plan’ from the **Plan & Billing** section under settings. You can also cancel your paid Plan by clicking the _Select_ button under **Community** plan in the **Plan & Billing** Section under Settings. + +### 6. How can I access my Invoices/Receipts after I paid for a Plan? + +You can visit the _Billing Options & Invoices_ in the **Plan & Billing** section under settings in your Netdata Space where you can find all your Invoicing history. + +### 7. Why do I see two separate Invoices? + +Every time you purchase or renew a Plan, two separate Invoices are generated: + +- One Invoice includes the recurring fees of the Plan you have chosen + + We have waived off the space subscription free ($0.00), so the only recurring fee will be on annual plans for the committed nodes. + +- The other Invoice includes your monthly “On Demand - Usage”. + + Right after the activation of your subscription, you will receive a zero value Invoice since you had no usage when you subscribed. + + On the following month you will receive an Invoice based on your monthly usage. + +You can find some further details on the [Netdata Plans page](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md#plans). + +> ⚠️ We expect this to change to a single invoice in the future, but currently do not have a concrete timeline for when this change will happen. + +### 8. How is the **Total Before Tax** value calculated on plan changes? + +When you change your plan we will be calculating the residual before tax value you have from the _Unused time on your current plan_ in order to credit you with this value. + +After that, we will be performing the following calculations: + +1. Get the **Subscription total** (total amount to be paid for Nodes and Space) +2. Deduct any Discount applicable from promotion codes +3. If an amount remains, then we deduct the sum of the _Unused time on current plan_ then and the Credit amount from any existing credit balance. +4. The result, if positive, is the Total Before Tax, if applicable, any sales tax (VAT or other) will apply. + +If the calculation of step 3 returns a negative amount then this amount will be your new customer credit balance. |