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

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. See Navigation in the management portal.

  3. In the upper-right corner, click New > User.

    Alternatively, go to Company management > Users, and click + New.

  4. Specify the following contact information for the account:

    • Email — This email will also serve as a login.. If you prefer to use a login that is different from the email, select the check box Use login that is different from email, and then enter Login and Email.

      • Each account must have a unique login.

    • First name — This field is required for creating user accounts and for creating users within a folder.
    • Last name— This field is required for creating user accounts and for creating users within a folder.

    • Business phone

      • Fields like Business phone, Job title and Company contact are displayed in user creation wizard only if the parent partner has enabled the Enable self-managed customer profile option for the customer tenant. Otherwise, these fields are not displayed.

    • [Optional] Job title
    • In the Language field, change the default language of notifications, reports, and the software that will be used for this account.
  5. [Optional] Specify the company contacts.
    • Billing—the contact that will get updates about important changes in usage reporting in the platform.
    • Technical—the contact that will get updates about important technical changes in the platform.
    • Business—the contact that will get updates about important business-related changes in the platform.

      • You can assign more than one company contact to a user.

    You can view the assigned company contacts for a user in the Users list, in column Company contacts, and edit the user account to change the company contacts if needed.

  6. [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 may not have the service administrator role, depending on the service.
    • Otherwise, the user will have the roles that you assign in the services that you enable for that user.
  7. Click Create.

The newly created user account appears on the Users tab under Company Management.

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 Company Management > 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.

For services that do not support two-factor authentication (for example, registration in Cyber Infrastructure), you might need to convert a user account to a service account. The service account does not require two-factor authentication.

To convert a user account to a service account

  1. In the management portal, go to Company Management > Users.

  2. Select the user whose account you want to convert to the service account type, and then click the ellipsis icon > Mark as service account.

  3. In the confirmation window, enter the two-factor authentication code and confirm your action.

The account can now can be used for services that do not support two-factor authentication.