Users and roles

Distributors and resellers can manage users of their downstream tenants. (For the full list of supported permissions and pre-built roles, see Roles and permissions.)

Required permissions

Distributor/reseller:

• Admin role: Full access. This role allows you to view, add, and edit customers.

• Sales role: View-only access. This role allows you to view the user list but not invite, edit, or delete users.

Invite a new user

To invite a new user:

1. Sign in to the DoiT console, select Customers from the top navigation mega menu.

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

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

   

4. 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: Admin, Sales

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

     

5. 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 mega menu.

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.