Customer Account: Users

They are entities authorized by the customer to access and use the services they have subscribed to.

A customer's users refer to the individuals or accounts authorized by the customer to access and use the subscription for which they have subscribed. These users are typically employees, team members, or stakeholders within the customer's organization, and their access is governed by the terms of the subscription agreement.

These are the additional users that will be added to the customer portal. Each of these users will have access to certain features or rights of the portal.

To add a new user

Click on New User

Enter the required information on the form. Here, you get to assign different roles to the users. The appropriate role can be selected from the pre-defined list. Click on Save and the new user will now be assigned a role.

All users that have been added and assigned a role can be edited using the edit icon placed against each user. All details of the user can be edited except for the email ID. The role assigned to the user can also be changed or added here. A particular user can be assigned multiple roles. Click on Save and the updated details will be reflected in the users profile.

A user can be removed from the list by clicking on the delete icon placed against each user. However, if only a single user is listed, that user cannot be deleted since it is mandatory for a customer to have atleast one user.