Scoped User Views
Overview
Scoped user views allow administrators to create dedicated, restricted experiences for individual customers or teams. Each user can be locked to specific device groups and a single dashboard, ensuring they only see the infrastructure relevant to them.
How It Works
When editing a user account under Administration → Users, the Access Control section provides three key settings:
| Setting | Description |
|---|---|
| Default Dashboard | Assign a specific dashboard as the user's landing page. When they log in or navigate to the dashboard, this is what they see. |
| Restrict to Default Dashboard | When enabled, the user can only view their assigned dashboard. They cannot browse, create, or edit other dashboards. The dashboard selector in the top bar is hidden. |
| Allowed Device Groups | Restrict the user to one or more device groups. They will only see devices, alerts, SNMP traps, and search results belonging to those groups. Leave empty for unrestricted access. |
Setting Up a Customer View
Follow these steps to create a scoped view for a customer or team:
- Create a device group — Go to SNMP Devices and create a group for the customer's devices (e.g. "Acme Corp"). Assign their devices to this group.
- Build a dashboard — Create a new dashboard tailored to the customer. Add widgets that reference their devices or monitors. Name it clearly (e.g. "Acme Corp Dashboard").
- Create notification channels — Under Channels, create channels for the customer (e.g. an Email channel with their IT team's email address). These will be used to send them alert notifications.
- Set up alert rules — Create alert rules for the customer's devices/monitors and attach their notification channels. This ensures they receive alerts only for their own infrastructure.
- Create the user account — Under Administration → Users, create a new user with the Viewer role (or Operator if they need to acknowledge alerts).
- Configure access control — In the user's Access Control section:
- Set Default Dashboard to their dedicated dashboard
- Enable Restrict to Default Dashboard
- Select their device group(s) under Allowed Device Groups
What Gets Scoped
- Devices — only devices in allowed groups are visible
- Alerts — only alerts from scoped devices appear
- Search results — global search respects group restrictions
- Dashboard — locked to assigned dashboard when restricted
- Notifications — per-customer channels on per-customer alert rules
Scoped Notifications
To send alert notifications directly to a customer, create dedicated notification channels for them and attach those channels to the relevant alert rules.
- Create a customer-specific channel — Go to Channels and create a new Email channel with the customer's email address (e.g. "Acme Corp — IT Team"). You can also create SMS or Webhook channels for their own integrations.
- Create alert rules for their devices — Set up alert rules targeting the customer's devices or monitors. Under Notification Channels on the rule, select only the customer's channel(s).
- Separate from internal alerts — Your own admin channels remain on your internal alert rules. Each customer only receives notifications from rules that have their channel attached — they never see alerts for other customers' devices.
Example setup: You monitor 3 customers. Each has their own device group, dashboard, and email channel. You create alert rules per customer group — "Acme Corp CPU > 90%" sends to the "Acme Corp — IT Team" email channel, while "Beta Ltd Server Down" sends to "Beta Ltd — Ops". Your own "Admin Alerts" channel is attached to global rules that cover all devices.
Tip: Scoped views work with any role. A Viewer with device group restrictions gets a clean, read-only view of just their infrastructure. An Operator can also acknowledge alerts for their scoped devices. Super Admins and Admins always see everything regardless of group restrictions.