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How to add administrators

by Dyfed Wallis, on Jun 7, 2017 11:11:10 AM

 

Why do this..

To ensure you have a valid audit trail to see which users has made what changes in the event log, each Admin user of Cloudmore will require their own unique login. Do not use shared logins such as support@ or sales@.  

If you use 2-factor authentication for Administrator login, communications are sent to the administrator contact details.

 

Follow the instructions below to learn how to add and manage administrator accounts.   

There are three different ways to add administrators: - 
1 - Bulk import a .CSV / .XML or .XMS file
2 - Manually create multiple administrators
3 - Add individually – recommended for single additions only. 

Section 4,5, & 6 explains how to manage existing administrators.

Each administrator can be set with a different roles, see this document for further details - Assign Admin roles and permissions

Note:- Minimum password length is eight (8) characters. Password must contain uppercase and lowercase characters, numbers and non-word characters. Password cannot contain parts of the user's account name or parts of the user's full name.

1. Bulk import a .CSV / .XML or .XMS file

Log in to Cloudmore.  Navigate to you cloud service broker menu, then click on cloud service broker, then administrators, import

admin1

1.1 Download the import template

Click on your preferred format to download the template. 

admin import1

1.2 Complete the template

excel

1.3 Upload your file

Click on choose file, select your file location and then click read file.

admin import1

The data you have uploaded will display. Confirm it is correct.

import

Tick send credentials to user email address if you wish the login credentials to be sent directly to the new administrator

Then click – create / import organizations. The import will complete in the background.

2. Manually create multiple administrators

Navigate to your cloud services broker menu, then click on administrators, and then import.

admin1Navigate to Multiple Admin Form

multiform

Complete the rows with the required data.

Tick send credentials to user email address if you wish the login credentials to be sent directly to the new administrator

Then click – create / import organizations.

3. Add individual administrators 

Admin

3.1 Enter the information for the new administrator 

Complete the form, then click create.  

Admin1

Under password settings you can choose: -

  • Cloudmore to auto-generate a password and email login credentials. 
  • You can specify a password and email login credentials. 
  • You can specify and no email is sent. 

The new administrator can now access Cloudmore using these credentials.

4. Account Manager Settings 

If you have created a key or limited Account Manager role, a manage option will be added to the list

accountman1

This allows you to select one or multiple Organization groups. This grants an account manager the ability to view a group or groups containing all of the customers that they manage.

Note: Account Manager settings are per Organization Group. You need to first create the Organization Groups you need before completing this step.   

AddadminN2         

5. Edit existing administrators 

admin4

Use the action menu to edit properties, change password or delete existing administrators.

6. Disable an administrator 

To disable an account, tick the box next to each account you want to disable. Then select the list option by clicking on the icon and select disable account(s).

Admin 5.png

END

Topics:Setup

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