3.5.7
Getting started
ACCOUNTS
Advanced
Users
Creating users
To create a User that will only have access to a certain account or a selection of several accounts, use the following procedure to create a user with special account-level permissions:
- 1.Go to 'User management' under the administration dropdown located at the top right of the screen and select the 'Users' tab
- 2.Click "create user" and provide a login name in the 'Username' field, a valid 'E-mail' address, and a 'Password' of at least 8 characters
- 3.From the 'Group' dropdown box, select the 'Group' you want to associate to this users
- 4.Next, click the 'Account Access' tab, and select the 'Access Type' for this user:
- Grant access to all accounts - to provide access to any of the available accounts in the system
- Grant access to only specific accounts - to only provide access to usage and charge data of specific accounts
- 5.If you've selected Grant access to only specific accounts, then select from the Account Access list, each Account Name where this user should have access. You may select a top-level account, or an account further down in the hierarchy. Account inheritance is applicable, meaning lower-level accounts are automatically included when selecting a top-level account. If there are multiple reports, select the corresponding report from the drop-down list first, before selecting any accounts.
- 6.When all fields have been filled in, you may create the user by clicking the 'Save' button.
Last modified 6mo ago
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