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522 lines
27 KiB
Markdown
---
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title: Settings Page
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---
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Use the **Settings** page to manage your ClearML account and configure your workspace settings.
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To navigate to the Settings page, click the <img src="/docs/latest/icons/ico-me.svg" alt="Profile button" className="icon size-lg space-sm" />
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button in the top right corner of the web UI screen, then click **Settings**.
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The Settings page consists of the following sections:
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* [Profile](#profile) - You basic user information
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* [Configuration](#configuration) - Control general system behavior settings and input storage access credentials
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* [Workspace](#workspace)
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* [ClearML credentials](#clearml-credentials) - Create client credentials for ClearML and ClearML Agent to use
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* [Configuration vault](#configuration-vault) (ClearML Enterprise Server) - Define global ClearML client settings
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that are applied to all ClearML and ClearML Agent instances (which use the workspace's access
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credentials)
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* [Administrator Vaults](#administrator-vaults) (ClearML Enterprise Server) - Manage user-group level configuration
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vaults to apply ClearML client settings to all members of the user groups
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* [Users & Groups](#users--groups) - Manage the users that have access to a workspace
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* [Access Rules](#access-rules) (ClearML Enterprise Server) - Manage per-resource access privileges
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* [Identity Providers](#identity-providers) (ClearML Enterprise Server) - Manage server identity providers
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* [Usage & Billing](#usage--billing) (ClearML Hosted Service) - View current usage information and billing details
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## Profile
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The profile tab presents user information.
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**To edit the username:**
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1. Hover over the username
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1. Click <img src="/docs/latest/icons/ico-edit.svg" alt="Edit Pencil" className="icon size-md" />
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1. Change the name
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1. Click <img src="/docs/latest/icons/ico-save.svg" alt="Check Mark" className="icon size-md" /> button
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## Configuration
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### Customizing UI Behavior
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Under **USER PREFERENCES**, users can set a few web UI options:
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* **Show Hidden Projects** - Show ClearML infrastructure projects alongside your own projects. Disabled by default. When
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enabled, these projects are labeled with <img src="/docs/latest/icons/ico-ghost.svg" alt="Hidden project" className="icon size-md space-sm" />.
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* **Don't show ClearML Examples** - Hide the preloaded ClearML example content (project, pipeline, dataset, etc.)
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* **HiDPI browser scale override** - Adjust scaling on High-DPI monitors to improve the web UI experience.
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Enabled by default.
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* **Don't show pro tips periodically** - Stop showing ClearML usage tips on login. Disabled by default.
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* **Hide specific container arguments** - Specify which Docker environment variable values should be hidden in logs.
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When printed, the variable values are replaced with `********`. By default, `CLEARML_API_SECRET_KEY`, `CLEARML_AGENT_GIT_PASS`,
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`AWS_SECRET_ACCESS_KEY`, and `AZURE_STORAGE_KEY` values are redacted.
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:::info Self-hosted ClearML Server
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The self-hosted ClearML Server has an additional option to enable sharing anonymous telemetry data with the ClearML
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engineering team.
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:::
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### Browser Cloud Storage Access
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Provide cloud storage access, so the browser will be able to display your cloud stored data, such as debug samples.
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In the **Web App Cloud Access** section, enter the following credentials:
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* **Bucket** - The name of a Cloud bucket.
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* **Key** - The access key.
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* **Secret / SAS** - The secret key or shared access signature if required.
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* **Region** - The region for AWS S3.
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* **Host (Endpoint)** - The host for non-AWS S3 servers.
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## Workspace
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### Multiple Workspaces
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:::info ClearML Hosted Service Feature
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Multiple workspaces is only available on the ClearML Hosted Service
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:::
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ClearML Hosted Service users can be members of multiple workspaces, which are listed under **WORKSPACE**.
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To switch to another workspace, click on the **SWITCH TO WORKSPACE** button next to the name of the workspace you want
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to switch to.
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![Workspace configuration page](../img/settings_workspace_configuration.png)
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### ClearML Credentials
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Generate ClearML credentials, made up of an access and secret key pair, and insert them into your [configuration file](../configs/clearml_conf.md)
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or Jupyter Notebook to grant the ClearML SDK and the ClearML Agent API access to the server.
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You can create credentials for any workspace that you are a member of.
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**To create ClearML credentials:**
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1. In **WORKSPACE**, expand the desired workspace's panel (self-deployed ClearML Server users have one workspace)
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1. In **App Credentials**, click **+ Create new credentials**
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1. In the dialog that pops up, you can input a label for the new credentials
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The dialog displays new credentials, formatted as a ready-to-copy configuration file section (including server configuration
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information).
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![ClearML credentials](../img/settings_configuration_creation.png)
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You can edit the labels of credentials in your own workspace, or credentials that you created in other workspaces.
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**To edit the credentials label:** hover over the desired credentials, and click <img src="/docs/latest/icons/ico-edit.svg" alt="Edit Pencil" className="icon size-md" />
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You can revoke any credentials in your own workspace, or credentials that you created in other workspaces. Once revoked,
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these credentials cannot be recovered.
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**To revoke ClearML credentials:** hover over the desired credentials, and click <img src="/docs/latest/icons/ico-trash.svg" alt="Trash can" className="icon size-md" />
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### Changing Your Workspace Name
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To change the name of your own workspace, click **Edit workspace name** <img src="/docs/latest/icons/ico-edit.svg" alt="Edit Pencil" className="icon size-md" />
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(under App credentials) **>** modify the name **>** click <img src="/docs/latest/icons/ico-save.svg" alt="Check Mark" className="icon size-md" />.
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### Adding Users to Your Workspace
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To invite a user to your workspace, in the **MEMBERS** section:
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1. Press the **INVITE USERS** button
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1. Input the email in the dialog that pops up
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1. Click **ADD**
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A dialog box will appear with an invitation link to send to the invited users. Existing members will receive an in-app
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notification informing them that they can join your workspace.
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After inviting users, the page will redirect to the [Users & Groups](#users--groups) section, where the
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pending invitations are displayed.
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### Leaving a Workspace
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You can leave any workspace you've previously joined (except your personal workspace).
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When leaving a workspace, you lose access to its resources (tasks, models, etc.) and your previously created access
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credentials to that workspace are revoked. Tasks and associated artifacts that you logged to that workspace will remain
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in that workspace. You can rejoin the workspace only if you are re-invited.
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**To leave a workspace:**
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1. In **WORKSPACE**, expand the desired workspace's panel
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1. In **Members** **>** Click **LEAVE WORKSPACE**.
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### Configuration Vault
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:::info Enterprise Feature
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This feature is available under the ClearML Enterprise plan
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:::
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Use the configuration vault to store global ClearML configuration entries that can extend the ClearML [configuration file](../configs/clearml_conf.md)
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of any ClearML Agents or the ClearML SDK running with your credentials. Productivity tip: Keep the vault disabled while
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you edit your configuration, and enable it when the configuration is ready.
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New entries will extend the configuration in the ClearML [configuration file](../configs/clearml_conf.md), and existing
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file entries will be overridden by the vault values.
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Fill in values using any of ClearML supported configuration formats: HOCON / JSON / YAML.
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**To edit vault contents:**
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1. Click **EDIT** or double-click the vault box
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1. Insert / edit the configurations in the vault
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1. Press **OK**
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**To apply vault contents:**
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* Click the toggle atop the vault to enable / disable the configurations
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* Once enabled, the configurations will be merged to the configuration file during ClearML and ClearML Agent usage
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![Configuration vault](../img/settings_configuration_vault.png)
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## Administrator Vaults
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:::info Enterprise Feature
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This feature is available under the ClearML Enterprise plan
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:::
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Administrators can define multiple [configuration vaults](#configuration-vault) which will each be applied to designated
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[user groups](#user-groups). Use configuration vaults to extend and/or override entries in the local ClearML [configuration file](../configs/clearml_conf.md)
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where a ClearML task is executed. Configuration vault values will be applied to tasks run by members of the designated user groups.
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To apply its contents, a vault should be enabled. New entries will extend the configuration in the local ClearML [configuration file](../configs/clearml_conf.md).
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Most existing configuration file entries will be overridden by the vault values.
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:::info
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The following configuration values are machine and/or agent specific, so they can't be set in a configuration vault:
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* `agent.cuda_version`
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* `agent.cudnn_version`
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* `agent.default_python`
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* `agent.worker_id`
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* `agent.worker_name`
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* `agent.debug`
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:::
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**To create a vault:**
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1. Click **+ Add Vault**
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1. Fill in vault details:
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1. Vault name - Name that appears in the Administrator Vaults table
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1. User Group - Specify the User Group that the vault affects
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1. Format - Specify the configuration format: HOCON / JSON / YAML.
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1. Fill in the configuration values (click <img src="/docs/latest/icons/ico-info.svg" alt="Info" className="icon size-md space-sm" />
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to view configuration file reference). To import and existing configuration file, click <img src="/docs/latest/icons/ico-import.svg" alt="Import" className="icon size-md space-sm" />.
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1. Click **Save**
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The **Administrator Vaults** table lists all currently defined vaults, and the following details:
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* Active - Toggle to enable / disable the vault
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* Name - Vault name
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* Group - User groups to apply this vault to
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* ID - Vault ID (click to copy)
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* Vault Content - Vault content summary
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* Update - Last update time
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Hover over a vault in the table to Download, Edit, or Delete a vault.
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![Admin vaults](../img/settings_admin_vaults.png)
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## Users & Groups
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ClearML Hosted Service users can add users to their workspace.
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:::info Hosted Service Feature
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Inviting new teammates is only available on the ClearML Hosted Service
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:::
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### Users
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The **USERS** table lists workspace members and shows whether the maximum number of members has been reached.
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Each row of the table includes:
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* Username
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* User status (`Active` or `Pending`)
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* If the user's invitation is pending, the date the user was added
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* [User groups](#user-groups) (ClearML Enterprise feature)
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![Users table](../img/settings_user_table.png)
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#### Inviting New Teammates
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To invite a user to your workspace, press the **+ INVITE USER** button, and input the email in the dialog that pops up.
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#### Removing Teammates
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To remove a user from a workspace:
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1. Hover over the user's row on the table
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1. Click the <img src="/docs/latest/icons/ico-trash.svg" alt="Trash can" className="icon size-md" /> button
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Removed users lose access to your workspace's resources (tasks, models, etc.) and their existing access credentials are
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revoked. Tasks and associated artifacts logged to your workspace by a removed user will remain in your workspace. The
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user can only rejoin your workspace when you re-invite them.
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### User Groups
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:::important Enterprise Feature
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This feature is available under the ClearML Enterprise plan, as part of the [Access Rules](#access-rules)
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feature.
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:::
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Administrators can define user groups, which can be used for access privilege management. Users can be assigned to
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multiple user groups.
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The system includes three pre-configured groups that can't be removed:
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* `Users` - All users. Can't be modified
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* `Admins` - Have RW access to all resources (except queue modification), and can grant users / user groups access
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permissions to workspace resources
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* `Queue admins` - Can create / delete / rename queues
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The user group table lists all the active user groups. Each row includes a group's name, description, member list, and ID.
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![User Management Page](../img/settings_user_management_table.png)
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#### To create a user group:
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1. Click **+ ADD GROUP**
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1. In the dialog, add a group name and description
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1. Add members to the group. When clicking the input box, a list of workspace members appears, from which group members
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can be selected. Filter the list by typing part of the username. To remove a member, Hover over a user's row and click
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the <img src="/docs/latest/icons/ico-trash.svg" alt="Trash can" className="icon size-md" /> button
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1. Click **SAVE**
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![User group creation dialog](../img/settings_user_group.png)
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#### To edit a user group:
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1. Hover over the user group's row on the table
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1. Click the <img src="/docs/latest/icons/ico-edit.svg" alt="Edit Pencil" className="icon size-md" /> button
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1. Edit the group's name and/or description
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1. Edit group members (see details [here](#to-create-a-user-group))
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1. Click **Save**
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#### To delete a user group:
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1. Hover over the user group's row on the table
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1. Click the <img src="/docs/latest/icons/ico-trash.svg" alt="Trash can" className="icon size-md" /> button
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When a user group is deleted, its members will lose the access privileges that had been granted to the group (unless
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otherwise provided individually or to another group they are members of).
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## Access Rules
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:::important Enterprise Feature
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This feature is available under the ClearML Enterprise plan
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:::
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Workspace administrators can use the **Access Rules** page to manage workspace permissions, by specifying which users
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and/or user groups have access permissions to the following workspace resources:
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* [Projects](../fundamentals/projects.md)
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* [Tasks](../fundamentals/task.md)
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* [Models](../fundamentals/artifacts.md)
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* [Dataviews](../hyperdatasets/dataviews.md)
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* [Datasets](../hyperdatasets/dataset.md)
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* [Queues](../fundamentals/agents_and_queues.md#what-is-a-queue)
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By default, all users have **READ & MODIFY** access to all resources.
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### Creating Access Rules
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Access privileges can be viewed, defined, and edited in the **Access Rules** table.
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1. Click **+ ADD RULES** to access the rule creation dialog
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1. Select the resource to grant privileges to. To select a specific resource object (e.g. a
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specific project or task), click the input box, and select the object from the list that appears. Filter the
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list by typing part of the desired object name
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1. Select the permission type - **Read Only** or **Read & Modify**
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1. Assign users and/or [user groups](#user-groups) to be given access. Click the desired input box, and select the
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users / groups from the list that appears. Filter the list by typing part of the desired object name. To revoke
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access, hover over a user's or group's row and click the <img src="/docs/latest/icons/ico-trash.svg" alt="Trash can" className="icon size-md" />
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button
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1. Click **SAVE**
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![Access rule creation dialog](../img/settings_access_rules.png)
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Access is inherited according to resource hierarchy. For example, if a user is given access to a project, the user will
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also have access to the project's contents (tasks, models, etc.). A user who is granted access to a specific task will
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not have access to another task in the project, unless explicitly granted.
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### Editing Access Rules
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1. Hover over the access rule's row on the table
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1. Click the <img src="/docs/latest/icons/ico-edit.svg" alt="Edit Pencil" className="icon size-md" /> button
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1. Change the resource, resource object, and permission type as desired
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1. Edit access rule users / groups (see details [here](#creating-access-rules))
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1. Click **SAVE**
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### Deleting Access Rules
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1. Hover over the access rule's row on the **Access Rules** table
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1. Click the <img src="/docs/latest/icons/ico-trash.svg" alt="Trash can" className="icon size-md" /> button
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All users and access groups who had been assigned to the deleted access rule, will lose the access privileges granted by
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that rule (unless otherwise provided by a different rule)
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### Filtering Access Rules Table
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The access rules table can be filtered by resource type and by target resource and users / groups.
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* **To filter by resource**, click the **View** dropdown menu and select the desired resource
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* **To filter by target resource or users / groups**, click <img src="/docs/latest/icons/ico-filter-off.svg" alt="Filter" className="icon size-md" />
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on the respective column and select the users / groups to view from the list that appears.
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## Identity Providers
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:::important Enterprise Feature
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This feature is available under the ClearML Enterprise plan
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:::
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Administrators can connect identity service providers to the server: configure an identity connection, which allows
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ClearML to communicate with your identity provider, retrieve user information, authenticate users, and more. Once an identity
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provider connection is configured and enabled, the option appears in your server login page.
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**To create a new connection**:
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1. Click **+ New Connection**
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2. In the **New Provider Connection** modal, select a protocol (OIDC or SAML) and a provider
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* OIDC providers:
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* Auth0
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* AWS Cognito
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* Google
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* Keycloak
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* Microsoft AD
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* Microsoft Azure
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* Okta
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* Ping
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* Custom
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* SAML providers
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* Duo
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* Google
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* Jumpcloud
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* Microsoft AD
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* Custom
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3. Click **Next**
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4. Provide the **Provider Connection Configuration**. Note that some of the information, such as the `Client ID`,
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`Client Secret`, and the `Authorization Endpoint`, must be obtained from your identity provider's ClearML App settings
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and copied to the relevant field.
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<Collapsible title="OIDC Providers" type="configuration">
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* ClearML WebApp URL - The external URL for the ClearML WebApp. Used to construct the Callback URL used by the
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identity provider
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* Callback URL - Copy the field's content into the `Callback URL` field in your provider's ClearML App / integration
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(sometimes the field is called `Redirect URL`). Used by the identity provider to redirect the session back to the ClearML
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Server.
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* Display name - Unique name to be used in the ClearML Login screen. Make sure no two
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connections have the same name.
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* Client ID - The Client ID of your identity provider's ClearML App. Copy this value from your identity provider's
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ClearML App settings
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* Client Secret - The client secret generated by your identity provider for the ClearML App. Copy this value from your identity
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provider's ClearML App settings
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* Authorization Endpoint - Used to authorize each user login. Copy this value from your identity provider's ClearML App settings
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* Access Token Endpoint - Used to obtain an access token as part of the login process. Copy this value from your
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identity provider's ClearML App settings
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* Revocation Endpoint - Used to revoke an access token. Copy this value from your identity provider's
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ClearML App settings
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* Obtain user information from Identity Token - Select to retrieve user information from the identity token generated
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by the provider. If not selected, provide a **User Info Endpoint** which is used to obtain additional user information
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as part of the login process. Copy this value from your identity provider's ClearML App settings
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* Email verification - Only allow signup/login to users with a verified email address. If selected, make sure that
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your identity provider returns an `email_verified` claim in generated tokens.
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* Create new users on first login - Select to automatically create a ClearML user for new users logging in using
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this connection. If not selected,
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only existing ClearML users or users who were invited using their email address can log in using this connection.
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* Verify token signature - Select to verify
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signatures for tokens returned by the identity provider. This requires the `JWKS URI` to be configured. Make sure your
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identity provider's ClearML App is set up to sign tokens.
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* Additional Settings
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* Code challenge method - Select one of the methods from the dropdown menu (`None`, `Plain`, or `S256`). This setting
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should match the one defined in your identity provider's ClearML App settings
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* Standard Userinfo scopes - Comma-separated list of scopes. Used to control access to user information. In case
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you need to add another scope, use the `Additional scopes` field below.
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* Additional scopes - Comma-separated list of any additional scopes required by your identity provider
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* Claims mappings - Maps ClearML claim names to the names defined in your identity provider's ClearML App settings
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* user id - The user's unique ID
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* email - The user's email address
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* name - The user's full name
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* given name - The user's given name (optional if **name** is specified)
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* family name - The user's family name (surname, optional if **name** is specified)
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* picture - The user's avatar or picture URL
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* User Groups Synchronization - Supports synchronizing group membership. If enabled, and the groups claim is returned
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by the provider, the server will attempt to match each group to an existing ClearML group and assign the ClearML user
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to the matched ClearML group. The server will also make sure the ClearML user is removed from the group if
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a previous membership has been revoked.
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</Collapsible>
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<Collapsible title="SAML Providers" type="configuration">
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* ClearML Webapp URL - The external URL for the ClearML WebApp. This is used to construct the Callback URL used by
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|
the identity provider
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* Reply/ACS URL - Copy this field's content into the `Assertion Consumer Service URL` field in your provider's
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|
ClearML App. Used by the identity provider to redirect the session back to the ClearML Server.
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|
* Display name - Unique name to be used in the ClearML Login screen. Make sure no two
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|
connections have the same name.
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|
* Entity ID - The Entity ID of your identity provider's ClearML App. Copy this value from your identity provider's
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|
ClearML App settings
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* IDP metadata file - Provided by the identity provider and contains SAML configuration details used by the ClearML
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|
Server to set up the connection. Download this from your identity provider's ClearML App settings.
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|
* Security Settings
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* Require signed assertions - Assume IDP assertions or responses are signed by the identity provider. If enabled,
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|
make sure your identity provider's ClearML App is configured to sign assertions or responses.
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|
* Sign client requests - The ClearML Server will sign requests sent to the identity provider. Make sure your
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|
identity provider's ClearML App is configured to accept signed client requests and its Client Certificate section
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|
there is set up with the same value for the Public Key.
|
|
1. Sign requests sent to the identity provider. Use the following shell commands to generate a public/private key pair:
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|
|
|
```
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|
openssl genrsa -out server.key 2048
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|
chmod 600 server.key
|
|
openssl req -new -key server.key -out server.csr
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|
openssl x509 -req -days 3650 -in server.csr -signkey server.key -out server.cer
|
|
```
|
|
|
|
2. Paste the content of the `server.cer` file into the `Public Key` field below and the content of the `server.key`
|
|
file into the `Private Key` field below. Make sure your identity provider's ClearML App is configured to accept
|
|
signed client requests and its `Client Certificate` section there is set up with the same value for the `Public Key`.
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|
|
|
* Claims mappings - Maps ClearML Claim names to the names defined in your identity provider's ClearML App settings
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|
* user id - The user's unique ID
|
|
* email - The user's email address
|
|
* name - The user's full name
|
|
* given name - The user's given name (optional if **name** is specified)
|
|
* family name - The user's family name (surname, optional if **name** is specified)
|
|
* picture - The user's avatar or picture URL
|
|
* User Groups Synchronization - Supports synchronizing group membership. If enabled, and the groups claim is returned
|
|
by the provider, the server will attempt to match each group to an existing ClearML group and assign the ClearML user
|
|
to the matched ClearML group. The server will also make sure the ClearML user is removed from the group if
|
|
a previous membership has been revoked.
|
|
|
|
</Collapsible>
|
|
|
|
1. Click **Test Provider** to make sure that the connection is working. This calls the identity provider, and displays
|
|
the returned information, so you can verify that the information was mapped correctly. An error will be displayed, if the provider fails to connect.
|
|
|
|
![Test provider window](../img/settings_sso_provider_test.png)
|
|
2. Click **Save**
|
|
|
|
The **Provider Connections** table lists all currently defined connections, and the following details:
|
|
* Active - Toggle to enable / disable the provider connection
|
|
* Name - Connection name
|
|
* Provider - Connection's provider
|
|
* Protocol - Connection's protocol
|
|
* ID - Connection's ID (click to copy)
|
|
* Last Update - Last update time
|
|
|
|
Hover over a connection in the table to **Edit** or **Delete** it.
|
|
|
|
![Identity provider chart](../img/settings_identity_chart.png)
|
|
|
|
## Usage & Billing
|
|
|
|
The **USAGE & BILLING** section displays your ClearML workspace usage information including:
|
|
* Number of workspace users
|
|
* Available storage
|
|
* Number of monthly API calls
|
|
|
|
![Billing and Usage free](../img/settings_billing_usage_free.png)
|
|
|
|
To add users to your workspace, click **INVITE USERS** in the **USERS** section. This will redirect you to the
|
|
**USER MANAGEMENT** page, where you can invite users (see details [here](#inviting-new-teammates))
|
|
|
|
### ClearML Pro
|
|
|
|
If you use up your free resources, consider upgrading your account! See the [ClearML pricing page](https://clear.ml/pricing/)
|
|
for additional plans information.
|
|
|
|
With the ClearML Pro plan, the **USAGE & BILLING** page additionally shows estimated charges for the current billing
|
|
period and provides access to billing information.
|
|
|
|
![Billing and Usage pro](../img/settings_billing_usage.png)
|
|
|
|
**To Upgrade your account to ClearML Pro**, click **UPGRADE** in the top right corner of the page. This will open a
|
|
wizard where you will be able to read the terms and conditions and input your billing information.
|
|
|
|
**To update your billing information:**
|
|
1. Click **My billing info** in the top left of the page, which will open a dialog with your current information
|
|
1. Click **Update payment methods**, which will open a window where you can update your information
|
|
|
|
Access all of your previous invoices by clicking **My invoices** in the top left of the page. This will open the
|
|
**PAYMENT HISTORY** window, where you can download any of your invoices. Click **EMAIL INVOICES** to receive details of
|
|
your past transactions, licenses and downloads to your email.
|