Users and roles

Distributors and resellers can manage users of their downstream tenants.

Required permission

• Distributor/reseller: Your DoiT account must have the Admin role.

Invite a new user

To invite a new user:

1. Sign in to the DoiT console.

2. Select Customers from the top navigation bar.

3. Locate the customer of interest, select Settings (the gear icon ) of the entry.

4. On the Users and roles tab, select Invite new user.

   

5. Fill in the required information of the new user.

   • Basic information: email, first and last name, job function.

   • Select role: Specify the role of the invited user in the current tenant.

   • Child tenant role (Distributor and reseller only): Specify the role a user gets when accessing downstream tenants. This option allows permission cascading through the multi-tenant hierarchy without having to invite the user to each child tenant.

     Available roles: Finance User, Admin, No Access, Sales User

     For example, if a distributor admin invites a user at the distributor level and assigns them a child tenant Finance User role, that role automatically applies whenever the user navigates into a downstream tenant.

     

6. Select Invite. The invited user will receive an email to activate the account in the DoiT console.

Manage users

To edit or delete a user:

1. Select Customers from the top navigation bar.

2. Navigate to the Users and roles tab of the target customer.

3. Locate the user of interest.

4. Select the kebab menu (⋮) at the rightmost end of the entry, and then choose an action:

   • Edit: To update the user information. Select Save changes when you finished editing.

   • Delete: To delete the user. You'll be prompted to confirm the deletion before it's executed.