Users #
This section of the portal shows all users that have been created at the Reseller Portal level. From this a section, users can be added/edited and deleted as required.
Adding New Users #
New users can be added by pressing the '+ New User' button in the top right of the page. Each user added requires the following 3 properties:
- Display Name
- Email1
- Permissions
Once all the required properties have been completed, the user will be send an Activation email to complete the enrollment process.
warning
Depending on the permissions applied to a user, they will have the access to manage customer accounts and view customer user account information. Ensure that all users are made aware of data protection laws before access is provided.
Permissions #
The following permissions can be applied to users to allow them access to various areas of the portal:
| Area | Role | Description |
|---|---|---|
| Details | Reseller Website Access1 | Grants the user access to the reseller web portal. Removing this role will prevent a user from logging into the Reseller Portal |
| Manage Users | Allows the user to create and manage other users on the Reseller Portal. | |
| Status Updates | Subscribe to service status email notifications. | |
| Storage Administrator | Allows the user to manage storage resources for call recording. | |
| Billing Administrator2 | Allows the user to view billing & invoice information area on the Reseller Portal. | |
| Branding Administrator | Allows the user to view & modify the branding of the Reseller Portal. Changes to the Reseller Portal branding will be inherited by customer accounts. | |
| Customer Administrator3 | Allows the user to create and manage Customer accounts. | |
| REST API Administrator | Allows the user to configure access to the REST API. | |
| WebHooks Administrator | Allows the user to configure Webhook triggers. | |
| LMS | Administrator User | Administer courses within the LMS and view learner progress |
| Sales User | Gives the user access to sales training material and resources | |
| Technical User | Gives the user access to technical training material and resources |
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Users can be created on the Reseller Portal and can then be added to customer accounts for support/training processes. For this reason it may be necessary to create a user account on the Reseller Portal that does no have access to view the Reseller Portal itself. ↩︎
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The 'Billing Administrator' role will only be available if you are billed directly for the ~.Dimensions.~ service. If you are billed indirectly by a service provider, the billing section will not be available. ↩︎
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Users given the 'Customer Administrator' role can make role and feature changes on customer accounts which will affect invoicing. ↩︎
User Access to Multiple Portals #
If required, Reseller Portal users can also be added to Customer Portals so they can login to investigate technical issues or perform configuration for users.
To provide a user access to a customer portal, the user needs to be added to the customer's portal with the same email address as their Reseller Portal user account. When this happens, ~.Dimensions.~ will automatically link the user to the existing Reseller Portal user, allowing them to login into the customer portal with their normal credentials.
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To use Microsoft or Google integrated login, provide a Microsoft or Google email address. ↩︎