To add a new administrator, go to the Security tab and click +Add Role Assignment. You can only add roles to users with Partner Permissions at this location.
Designate an existing user as an administrator:
- Scope Type: Partner
-
Role: Here you can select the role that has the Partner permissions you require.
- The dropdown that appears will be a list of all available roles. If you're unsure which one to use, use the system default Partner role (Partner Administrator). This will give the selected user access to all of the features in the portal and can be changed later.
- You can read more on roles here: https://radials.io/SecurityRoles
- Member Type: User > Select the user(s) that you would like to give this role.
- Press Review
- Review the changes and then click Submit to save.
Please note:
- If users are already logged in, they will need to log out and log in again for the new roles to take effect properly.
- Users are not automatically notified and you will need to let them know they can log in to your CloudRadial tenant. They will be able to use either a token or their Office 365 credentials as long as their log in matches the email address you entered.
- Users in the Partner Adminstrator role (or other roles with Partner-level permissions) are always added to their company's "Admin" user group. If this setting is removed, they will also be removed from the "Admin" group.
- Users must exist in your Partner company to be able to assign a role with Partner permissions
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