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Partner
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1 - Why become a Partner?
2 - Partner's Credit Management
3 - Partner Panel
4 - Administrators Management
5 - User Management
6 - Profiling
7 - Price Lists Management
8 - Product Management
9 - Personal Templates
10 - Custom services
11 - Reports and Statistics
12 - Advanced Features
Partner
>
5 - User Management
>
Creating a User
5.1
Creating a User
To create a User proceed as follows:
login to the "
Partner Control Panel
"
go to the "
Manage
" section
select the "
Manage Users
" option from the "
MANAGE USERS
" menu on the left
a table like the one below will open
click the "
New User
" button in the right-hand part of the table
the "
Create User
" window will open, fill in the required fields in the form. You can associate a Price List to the new User or select the
Default Pricelist
. If you still do not have any
Customized Price lists
the User will automatically be associated with the Default Price list,
In this window you will find two fields: "
Admin Email
" and "
External Contact Details
".
The "
Admin Email
" field represents the address to which the credentials of the new customer will be sent. By default this field will be filled in with the Email address selected during the
Customization of the Partner Control Panel
. This address can be changed as preferred, for example with the Email address of the User should you wish to send him/her the credentials.
N.B.
It's up to the Administrator to decide whether to receive the credentials of the new User at the Email address configured when customizing the Partner Control Panel (Admin Email), or whether to send them directly to the customer.
The "
External Contact Details
" field allows you to associate the new profile to a name (e.g.
Mario Rossi
), making it easier to identify and manage the User in the list.
From the "
Profile
" section it is possible to associate a Profile to the new User you are creating. The application automatically displays the "Company Profile": it is possible to change this parameter should there be
at least one customized Profile
.
We remind you that if the Administrator does not indicate a customized Profile as the Default Profile, the Company Profile will have all the Permissions granted to the User, which will therefore have permission to perform all the given operations on their Cloud Servers.
Click on "
Save
" and wait for the confirmation,
the details of the customer will be displayed (
UserName
and
Password
) and the creation of the profile will be confirmed and a message sent to the "
Admin Email
" or other provided email address.
We remind you that said message will be sent with the sender
no-reply@
URLControlPanel
(see the
How to customize the Control Panel
guide).
Click on "
Close
" to complete the process..
After completing the process the new User will be displayed in the list of Users.
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