Reseller Portal: Maintaining Users

Document created by user.oxriBaJeN4 Employee on Dec 14, 2016Last modified by user.oxriBaJeN4 Employee on Dec 28, 2016
Version 9Show Document
  • View in full screen mode

User Maintenance MenuBy selecting the User Maintenance menu item from your account profile icon in the toolbar, you can perform the following actions:

  • Filter the user list
  • Registering a user
  • Allow an unregistered user to register online
  • Unregistering a user
  • Change a registered user

 

Filtering the User Maintenance List

User Filter

To filter the user maintenance list:

  1. Click in the drop down menu in the top right hand corner.
  2. Select one of the following options:

    Filter OptionDescription
    All LoginsLists both registered and unregistered users.
    Unregistered UsersLists only unregistered users.
    Registered UsersLists only registered users. This is the default option.

 

Registering a User

 

To register an unregistered user:

  1. Click on the Register User Icon icon to the right of the user. The Direct Registration dialog is displayed.
  2. Complete the Sign Up For Your New Account section as follows:

    Field / OptionDescription
    UsernameThis is automatically completed with the user's email address.
    PasswordEnter a password for the user whilst following the specified password requirements.
    Confirm PasswordRe-enter the password to confirm it is correct.
    Security QuestionSpecify a security question and answer. These will be used to identify the user, should they need to change their password.
    Security Answer
  3. Click on the Roles to be assigned to the user.

    RoleDescription
    AdministratorThe user has access to all quotes, prospects, deal registrations, renewals, and the order summary for a given partner. They also have the ability to manage other users.
    SalesThe user has access to only to their own quotes, prospects, and deal registrations.
    Partner MarketingThe user has access to the Partner Interactive Marketing Suite (PIMS) application.
    Partner Marketing AdminThe user has administrative access to Partner Interactive Marketing Suite (PIMS) to modify campaigns.
  4. Click on the Submit button.

 

Allowing an Unregistered User to Register Online

 

You can allow an unregistered user to register online. There are two methods of doing this, depending on whether you want the user to set their own password and security question.

 

Registering a User With No Password / Security Question  

 

Registering UserTo allow an unregistered user to register themselves online, and allow them to set their own password and security question:

  1. Filter the list by Unregistered Users. See above for full details.
  2. Click on the Email user icon icon to the right of the user. The Email Registration dialog is displayed.
  3. Select the Roles to be assigned to the user (see the Registering a User section above). They won't be able to change these.
  4. Click on the Send button. An email is sent to the user with instructions on how to register for the portal.

 

Registering a User With Password / Security Question  

 

To allow an unregistered user to register themselves online, but for you to set their password and security question:

  1. Filter the list by Unregistered Users. See above for full details.
    1. Click on the Thumbs Up Icon icon to the right of the user. The Email Registration dialog is displayed.
    2. Complete the Sign Up For Your New Account section as follows:

      Field / OptionDescription
      UsernameThis field is automatically populated with the user's username.
      PasswordEnter a password for the user whilst following the specified password requirements.
      Confirm PasswordRe-enter the user's password, in order to confirm it.
      Security QuestionEnter a security question for the user.
      Security Answer

      Enter the answer to the security question. This field is not case sensitive.

      Be careful to enter this answer correctly, as an incorrect answer could result in delays resetting their password.

    3. Select the Roles to be assigned to the user (see the Registering a User section above). They won't be able to change these.
    4. Click on the Send button. An email is sent to the user with instructions on how to register for the portal.

     

    Unregistering a User

     

    To unregister a registered user:

    1. Click on the Deregister User Icon icon to the right of the user. A confirmation dialog is displayed.
    2. Click on the OK button. The user is unregistered, and will no longer have access to the Partner Portal.

     

    Change a Registered User

     

    To edit a registered user:

    1. Click on the Edit User Icon icon to the right of the user. The user record is displayed.
    2. Change the user's details and roles as required.

      Field / OptionDescription
      UsernameThis field is automatically completed with the user's username.
      EmailThis field is automatically completed with the user's email address.
      NameSpecify the user's full name.
      Phone NumberSpecify the user's phone number.
      Default Implementation LeadSelect this option if the user is the customer's lead contact for the Mimecast implementation.
      CreatedThis field is automatically completed with the date and time on which the user record was created.
      Last Logged InThis field is automatically completed with the date and time on which the user last logged in to the reseller portal.
      User OnlineThis option shows if the user is currently online.
      We recommend you don't change a user's role / permission whilst they are online. If you do, and they are performing a function affected by the role / permission change, they may receive an error when moving to the next screen.
      Locked Out

      This option shows if the user has been locked out of the reseller portal after three unsuccessful attempts at logging in (e.g. three incorrect passwords were entered). You can unlock a locked user by clicking on the Clear Lock button.

      LMS EnabledThis option indicates if the user has been created in the Mimecast Academy (LMS). If they're not registered, click on the Create User in LMS button. The next time they login, they'll see the "Mimecast Academy" option in the Education menu.
    3. Select the Roles to be assigned to the user (see the Registering a User section above). They won't be able to change these.
    4. Click on the Save button.

    Attachments

      Outcomes