Creating a user account

You may want to create additional accounts in the following cases:

  • Partner/folder administrator accounts — to share the services management duties with other people.
  • Customer/unit administrator accounts — to delegate the service management to other people whose access permissions will be strictly limited to the corresponding customer/unit.
  • User accounts within the customer or a unit tenant — to enable the users to access only a subset of the services.

Please be aware that existing accounts cannot be moved between tenants. First, you need to create a tenant, and then populate it with accounts.

To create a user account

  1. Log in to the management portal.
  2. Navigate to the tenant in which you want to create a user account.
  3. In the top-right corner, click New > User.

  4. Specify the following contact information for the account:

    • Login

      Each account must have a unique login.

    • Email
    • [Optional] First name
    • [Optional] Last name
    • In Language, change the default language of notifications, reports, and the software that will be used for this account.

  5. [Not available when creating an account in a partner/folder tenant] Select the services to which the user will have access and the roles in each service.

    Available services depend on the services that are enabled for the tenant in which the user account is created.

    • If you select the Company administrator check box, the user will have access to the management portal and the administrator role in all services that are currently enabled for the tenant. The user will also have the administrator role in all services that will be enabled for the tenant in the future.
    • If you select the Unit administrator check box, the user will have access to the management portal, but may or not have the service administrator role, depending on the service.
    • Otherwise, the user will have the roles that you select in the services that you select.
  6. Click Create.

The newly created user account appears on the Users tab.

If you want to edit the user settings, or specify notification settings and quotas (not available for partner/folder administrators) for the user, select the user on the Users tab, and then click the pencil icon in the section that you want to edit.

To reset a user’s password

  1. In the management portal, go to Users.
  2. Select the user whose password you want to reset, and then click the ellipsis icon > Reset password.
  3. Confirm your action by clicking Reset.

The user can now complete the resetting process by following the instructions in the email received.