What it Does
- Create a User account that can only specifically view a single customer’s information.
- Single Customer Permissions users are billed the same as regular users on your account.
What it Doesn't Do
- Single Customer Users cannot be changed into full permission users and will need to removed and re-added with full customer permissions.
Table of Contents
To get started, head to Admin > Users > Add User.
Next, configure the User details as you see fit.
At the bottom of the page there is a section called Security Permissions. Check the Put in a Customer-Specific Security Group box and then search for the customer you want to grant access to.
Once you select a customer, you will notice that a Security Group is generated and selected in the drop down above the customer.
Important Note: Currently you cannot select multiple customers in the drop down. This feature only works with a single customer per tech account.
Once finished, click Create User.
To learn more about Security Groups, head here.
When you add a new User and attach a customer, a Security Group is automatically created as we mentioned above. After adding a user, you can make granular changes to the Security Permissions by clicking Manage Security Groups in the upper right, or anytime by heading to Admin > Security Groups.
Simply locate the Security Group and, to its right, click Edit to view all of the Customer specific permissions. After making any changes, click Update Group.
Here are all of the currently available options.
API Tokens - Manage
Assets - Allow Backgrounding Tools
Assets - Allow Remote Access
Assets - Broadcast Message
Assets - Bulk Script Execute
Assets - Create
Assets - Delete
Assets - Edit
Assets - List/Search
Assets - View Details
Customers - Edit
Customers - List/Search
Customers - Remote Access Enable
Customers - View Detail
RMM Alerts - Clear/Manage
RMM Alerts - Create
RMM Alerts - Delete
RMM Alerts - List
Scripts - Execute
Scripts - List
Ticket Attachments - View
Ticket Comments - Delete
Ticket Comments - Delete 'Their Comments' (they created)
Ticket Comments - New
Tickets - Create
Tickets - Delete
Tickets - Edit
Tickets - List/Search
Tickets - Merge
Tickets - Use Ticket Charges
Tickets - View 'Their Ticket' Details (assigned to them)
Tickets - View Details