Description
This article will explain how to add a user to an Avanan customer.
An example of why this is useful would be to allow you to add a user who can act oh behalf of all users in the customer to release emails on their behalf.
Another example would be to add a user to receive regular reports from the Avanan service.
Requirements
Admin access to the Avanan MSP Dashboard, or the Avanan customer portal.
The Process
- Login to the Avanan customer portal as an admin, or login to the MSP Dashboard as an admin and drill down into the Avanan customer.
- In the left menu, choose System Settings and then User Management.
- Click at top to add a new user
- Enter the new user's email address - the other fields are optional.
- The role is required
Admin : Admin role has the highest privileges, can access any page and perform any operation.
User : User role has similar priveleges as the Admin role, except for accessing the user's management page and authorizing new Saas apps.
Operations : Operations role is not allowed to stop, start or authorize saas apps, can not interact with policy rules and can not perform any actions on Custom Queries.
* We recommend this role for a 'service desk' user who can release emails on behalf of other users.
Read : Read Only role can only read data and cannot perform any active actions within the platform. - Choose the Alerts and Reports for the user to receive
- Choose a Login method - a minimum of one is required for login.
- Click Create at bottom