Creating a user

You might want to create additional user 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 a customer or a unit tenant — to enable the users to access only a subset of the services.

To create a user

1. Navigate to the tenant in which you want to create a user.

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

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

   The Create new user in <tenant name> window opens.

3. In the Provide general information section:

   1. [If the tenant has one or more Identity Provider (IdP) integrations activated] Select the preferred Sign-in method for the user from the dropdown list.

      • Local credentials

        Standard sign-in.

      • One or more activated IdP integrations.

      You can change this later, if required.

   2. Specify the user login details.

      The steps differ depending on the sign-in method.

      No sign-in method

      1. Enter the user Email address.

         This is used for system notifications.

         By default, the user email also serves as the user login.

         If the user is registered in the File Sync & Share service, please provide the email that was used for the File Sync & Share registration.

         Please note that each customer user account must have a unique email address.

      2. Select the Use login that is different from email checkbox, and then enter a custom Login.

         Each account must have a unique login.

      Sign-in method = Local credentials

      1. Enter the user Email address.

         This is used for system notifications.

         By default, the user email also serves as the user login.

         If the user is registered in the File Sync & Share service, please provide the email that was used for the File Sync & Share registration.

         Please note that each customer user account must have a unique email address.

      2. Select the Use login that is different from email checkbox, and then enter a custom Login.

         Each account must have a unique login.

      Sign-in method is any other IdP

      1. Select the Login matching criteria from the dropdown list:

         • Email address

           Use the user Email as the login for the IdP.

         • Custom login

           Use a custom login for the IdP.

      2. [If you selected Custom login] Enter the custom user name in the Login field.

      3. Enter the user Email address.

         This is used for system notifications.

         If the user is registered in the File Sync & Share service, provide the email that was used for the File Sync & Share registration.

         Please note that each customer user account must have a unique email address.

   3. Enter the user First name and Last name.

      These fields are required when creating user accounts, and when creating users within a folder.

   4. Enter the Business phone and Job title for the user.

   5. In the Language dropdown list, select the default language of notifications, reports, and the software that will be used for this account.

   6. Select one or more Company contacts for the user.

      • Billing

        The use will get updates about important changes in usage reporting.

      • Technical

        The user will get updates about important technical changes.

      • Business

        The user will get updates about important business-related changes.

      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.

      Business phone, Job title, and Company contact fields 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.

4. [Not available when creating an account in a partner / folder tenant] In the Services and roles section, select the services to which the user will have access, and the roles they will have 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 checkbox, the user will have access to 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 checkbox, the user will have access to Management Portal, but might or might 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.
5. Click Create.

The user now appears in the Users list, under My Company > Users. 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 from the Users list, and then click the pencil icon in the section that you want to edit.

The user will receive an mail with an Activate account button, which also requests that they set their password and set up two-factor authentication (2FA).

For services that do not support two-factor authentication (for example, registration in Cyber Infrastructure), you must convert the user account to a service account to use these services. Service accounts do not require two-factor authentication.