Description


This article will explain how to add a user to an Avanan customer.


An example of why this is useful would be to allow you to add a user who can act oh behalf of all users in the customer to release emails on their behalf.

Another example would be to add a user to receive regular reports from the Avanan service.


Requirements


Admin access to the Avanan MSP Dashboard, or the Avanan customer portal.


The Process


  1. Login to the Avanan customer portal as an admin, or login to the MSP Dashboard as an admin and drill down into the Avanan customer.
  2. In the left menu, choose System Settings and then User Management.
  3. Click at top to add a new user
  4. Enter the new user's email address - the other fields are optional.
  5. The role is required
    Admin : Admin role has the highest privileges, can access any page and perform any operation.
    User : User role has similar priveleges as the Admin role, except for accessing the user's management page and authorizing new Saas apps.
    Operations : Operations role is not allowed to stop, start or authorize saas apps, can not interact with policy rules and can not perform any actions on Custom Queries.
    * We recommend this role for a 'service desk' user who can release emails on behalf of other users.
    Read : Read Only role can only read data and cannot perform any active actions within the platform.

  6. Choose the Alerts and Reports for the user to receive
  7. Choose a Login method - a minimum of one is required for login.
  8. Click Create at bottom