Assigning Admin and General User Permissions within CloudRadial

There are various levels and customizations to user permissions within CloudRadial. By changing a user's security role, you can decide what access they have to features and the extent of access they have to those features. 

• How to Add Other Admins in CloudRadial
• Assigning Permissions to Users in Other Companies
• Troubleshooting Admin Access

How to Add Other Admins in CloudRadial

When you first start with CloudRadial, the person who originally requested the trial will be the sole user. They will be set to the highest admin permission level - Owner. You can delegate additional members to this (or other) permissions by following these steps:

1. Log into your CloudRadial tenant with an existing admin account
2. Navigate to Usage > Users on the left-hand side of the feature set
   • This will display a list of users that are present within your company
   • If you need to add other users initially but see only yourself, you can add more by selecting +Add at the top and entering their Email, First Name, and Last Name. Ensure they do not have the checkbox for Log in disabled to this portal? checked. 
     
                                                    
     
     
3. Use the 3 blue-dot menu next to a user and select Edit
   
                    
   
   
4. Locate the Assigned Role section and change the user from their current role to the desired role
5. Select Submit at the bottom of the screen to finalize their permissions
   
   
   • By default, you will have access to four roles that are system default:
     
     
     • Owner - The highest system-level permission.
       • Should only be used for those within the MSP partner company. Gives access to the Partner tab, which controls the entire tenant. 
         
         
     • Company Reporting - A read-only version of all the features in the portal.
       • Has no access to the Partner tab.
       • Should be used for points of contact and decision makers within companies (serves as a client-facing admin role, but cannot edit the portal at all).
       • Users with this role will see all features available to their company based on their feature set. 
         
         
     • Impersonation - A specialized permission necessary for CloudRadial functions.
       • Not recommended to be assigned to any users.
       • Has access to edit and delete content within the portal, with no access to the Partner tab.
       • This is used when Owner-level users "impersonate" others to ensure they have the right permissions to edit. 
         
         
     • User - The lowest level permission, which users start on by default. 
       • Has read-only access to a limited version of the feature set (Home, Company, Support, University).
       • Recommended for base users of the portal. 

Internal admins within the Partner company are recommended to be Owner-level to start. If you need to create custom roles with limited permissions, please read this article on security roles and how you can create and customize your own. 

Assigning Permissions to Users in Other Companies

Once you start to add companies into your CloudRadial tenant, you can modify user permissions more quickly by doing to following:

1. Navigate to Partner > Clients
2. Select the Users tab at the top
3. Use the 3 blue-dot menu next to a user and select Edit
   
   • You can search for users throughout all companies here without needing to enter their company via an impersonation. 
     
     
     
     
4. Locate the Assigned Role section and change the user from their current role to the desired role

You can also rapidly assign user permission to users within CloudRadial via Type Mappings. This is something you can set up at any point and is not necessary to use CloudRadial - but it can dramatically facilitate managing user permissions. 

Troubleshooting Admin Access

• If you didn't see the Usage option on the left, look for an orange Partner section at the bottom of the left-hand menus. If you don't see this, you're not in an account with sufficient permissions to delegate more admins.
• If you do see the orange Partner section at the bottom but still don't see the Usage area, navigate to Partner > Clients and select the appropriate company that needs admins (which may be your own). Click on the 3 blue-dot menu by their name and choose to Impersonate Admin (All Features). You will now be able to see Usage > Users to follow the steps listed above.