MSP Portal: Managing Users

Document created by user.oxriBaJeN4 Employee on Aug 1, 2016Last modified by user.oxriBaJeN4 Employee on Dec 12, 2016
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Searching for a User

 

Searching for usersThe search function can be used to find a specific user. This filters the list of displayed users based on the entered text.

 

To search for a user:

  1. Click on your Account Information toolbar icon. A drop down menu is displayed.
  2. Click on the User Maintenance menu item. A list of the users is displayed.
  3. Enter some text in the Search Users field.
  4. Click the Go button. The results are displayed.

Use the alphabetical links above the list of results, and filter drop down in the top right hand corner to filter the results further.

You can sort all columns in the list of users. Click on the column header to sort alphabetically from A to Z. Click the column header again to sort alphabetically from Z to A.

 

Registered / Unregistered Users

 

The "Registered" column in the customer list displays a user's registration status via an icon.

  • Registered users, signified by the  icon, can log on to the Partner Portal.
  • Unregistered users, signified by the  icon, cannot access the Partner Portal. They've been sent an email containing a link to complete the registration process. Once completed, their status changes to "Registered". The link requires the user to:
    • Set and confirm a password.
    • Set a security question. This is used if you need to reset your password in the future.

Creating a User

 

Users with the MSP Administrator roles can create users for each customer account. This includes adding their contact details, and specifying the role each user will have. These roles control the functions a user can perform. See the Understanding Administrator Roles page for more details.

The user must have an account on the Mimecast grid before you can create a user. If in doubt whether this is the case, contact Mimecast Support.

      

To create a user:

  1. Click on your Account Information toolbar icon.
  2. Click the Create User menu item. The Create MSP Login dialog is displayed.
  3. Complete the dialog as follows:

    Field / OptionDescription
    NameEnter the user's name. 
    EmailEnter the user's email address.
    Phone NumberEnter the user's phone number.
    Roles

    Select a role for the user depending on what functions they are to perform.

    RoleDescription
    MSP AccountsThe user can place orders for new customers, and view existing customers.
    MSP ProspectsThis user can create new prospects but not place orders or manage existing customers.
    MSP AdministratorThe user can place orders, view existing customers, create users, assign roles, and set up standard partner configuration information for the RFI form.
    MSP Implementation Lead

    The user can place orders, provision new customers, and complete the RFI forms. This role should be assigned to the technical contact.

    Partner MarketingThe user has access to our Lead Generation tool, called the Partner Interactive Marketing Suite (PIMS). This allows them to create campaigns and e-shots.
    Partner Marketing AdminThe user has administrative access to PIMS, including the ability to set up a company.
  4. Click the Save button.

 

Removing a User's Access

 

You can remove a user's access to the portal (e.g. if a user leaves the company).

 

To remove a user's access:

  1. Click on your Account Information toolbar icon. A drop down menu is displayed.
  2. Click on the User Maintenance menu item. A list of the users is displayed.
  3. Enter the user name in the Search Users field.
  4. Click on the Go button.
  5. Click on the Remove a User icon icon to the right of the user.
  6. Click on the OK button in the confirmation dialog. The user's access is removed.

 

Changing a User

 

To change a user:

  1. Click on your Account Information toolbar icon. A drop down menu is displayed.
  2. Click on the User Maintenance menu item. A list of the users is displayed.
  3. Enter the user name in the Search Users field.
  4. Click on the Go button.
  5. Click on the Edit user icon icon to the right of the user.
  6. Change the user as required.
  7. Click on the Save button.

From inside a user record, click on the User Status Check button to display summary information of a user account, their Mimecast grid, and last log in error.

      

See Also...

 

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