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Users and roles

Distributors and resellers can manage users of their downstream tenants.

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. Select Users and roles from the left-hand sidebar, and then select Invite new user.

    Users and roles page.

  4. Fill in the required information for the new user.

    Invite new user.

    • Email, First name, Last name: The email address and the name of the user to invite.

    • User role: Specify the role of the invited user in the current tenant. (For the full list of supported permissions and pre-built roles, see Roles and permissions.)

    • Child tenant role (available when inviting a reseller user): Specify the role a user gets when accessing downstream tenants: Admin, Sales, or None (explicitly denies child tenant access to the new user).

      This option is available when the role of the invited user in the current tenant is Admin. It allows permission cascading through the multi-tenant hierarchy without having to invite the user to each child tenant. 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.

    • Job function: The user's job function.

  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 page 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 finish editing. Note that if you change a user's role from Admin to any other role, their child tenant role is automatically revoked.

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

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