80 results for "access"
Can OpsIQ connect to my existing software stack?
Yes, OpsIQ can connect to your existing software stack. It supports bundled and marketplace connectors, a Connector Builder, scoped General API access, signed webhooks, and typed AI Action contracts. This allows…
Add your team and choose their roles
Add the people who answer customers and decide what each person can see and change. Open Settings → Team & Departments. Click + Add team member, enter their email address and choose a role. They receive an email…
Connect WHMCS
so OpsIQ can see your clients, services, invoices and tickets, and the AI can answer billing and service questions with real account data. In WHMCS admin, open Setup → Staff Management → API Credentials and click…
What account areas should support check before escalating a customer issue?
When addressing customer issues, it is important to check specific account areas before escalating the matter. Below are the key areas to review: Access Problems For access-related issues, verify the following: My…
Can an administrator assign a Cloud workspace to my customer account?
An eligible Cloud workspace associated with your customer account can appear in My Products, even if it was provisioned or assigned through an administrative process rather than being ordered entirely through…
Can I download account data after the temporary export expires?
Once the temporary export authorization has expired, you cannot download account data from that authorization. To obtain a new export, return to the Data Export section and request a new export when your account allows…
What should I do if I accidentally expose an API token?
If you accidentally expose an API token, it is crucial to take immediate action to protect your account and data. Follow these steps: Steps to Take Disable or delete the exposed token immediately from the API Tokens…
What is the OpsIQ Marketplace in my account?
The OpsIQ Marketplace provides customers with access to published connector offerings. When author participation is enabled, it also facilitates a workflow for approved connector authors. Customers can review their…
Can someone else use my data-export link?
Treat any temporary export download as sensitive account data and do not share it. Access is tied to the authenticated customer and export authorization checks. However, you should still download the archive only on a…
Do I need to sign in again every time I open my Cloud workspace?
When using your Cloud workspace, you may wonder if you need to sign in again each time you open it. The customer account allows for a seamless authenticated handoff to an eligible workspace. To ensure a smooth…
Why don't I see the Downloads menu?
The menu is entitlement-aware and may be hidden if your account does not have any eligible Self-Hosted products or if Self-Hosted downloads are disabled. If you believe you have an active Self-Hosted entitlement but…
Do Cloud customers need a licence key?
Normal OpsIQ Cloud access is based on the customer-owned workspace and its entitlement, rather than on installing a Self-Hosted licence key. Licence keys in the customer account are primarily relevant to eligible…
Where do I find my Self-Hosted OpsIQ licence?
Open Licenses Eligible Self-Hosted customers can view issued license records. This includes the license key, current status, bound domain (where applicable), and expiry information if the entitlement has an expiry date…
What information is shown on an OpsIQ product detail page?
The product detail page provides essential information about the product, including: Plan Currency Billing Cycle Status Product-Specific Information For Cloud products, the page may display workspace and…
What happens when I delete an API token?
Deleting a token permanently removes that customer token from active use. Any integration still configured with it will stop authenticating and must be updated with a new token if access is still required. If you want a…
Can I see which devices are signed into my OpsIQ account?
Yes, you can see which devices are signed into your OpsIQ account. The Sessions & Devices feature lists customer portal sessions along with device or browser information, network address, last-seen time, and whether the…
Can I review recent security activity?
Yes, you can review recent security activity. The Security area provides information such as the time, action, network address, and device context where available. Use this information to investigate unfamiliar account…
How do I disable two-factor authentication?
To disable two-factor authentication (2FA), navigate to the Security page. You will need to prove control by using a valid current authenticator code or an unused recovery code. This process ensures that someone who…
Do I need to finish every onboarding step before using OpsIQ?
The steps required for onboarding depend on your specific product. For instance, a Cloud customer needs a provisioned workspace and may also require domain verification. In contrast, a Self-Hosted customer needs an…
Why does onboarding say I still need to verify my email?
Cloud provisioning and cloud access can remain gated until your customer email address is verified. If the verification step is still incomplete, use the resend option shown in your account and complete the verification…