Add a User

As you and your customers grow you will require new users to have access to the SilverBack Managed Services Platform. This topic takes you through the steps to add a new user to the system.

 

Adding a User

  1. From the Users category page click on the Add User link to display the Add User form.

The Add User form consists of four (4) tabbed sub-forms:

Attributes

  1. Select the user’s parent Management Domain from the drop-down.

You must be very careful to select the correct parent Management Domain! If you select your Service Provider Management Domain (or another end user customer’s Management Domain) as the parent for an end user customer, the new user will be able to see confidential information about other end user customers as well as about your own company.

 

  1. Enter a Username for the user.

    The minimum length of this field is 5 characters, and the maximum length is 255 characters.

    It cannot contain the characters “/”, “[” or “]”.

  2. Enter the user’s First Name.

    The First Name will be used on reports. The maximum length of this field is 64 characters.

  3. Enter the user’s Last Name.

    The Last Name will be used on reports. The maximum length of this field is 64 characters.

  4. Optionally, enter a Description for the user.

    You can enter a description of the user, up to a maximum of 1024 characters. You can also enter HTML links here in the format "http://”, “https://" or "mailto:". The quotation marks are mandatory for HTML links

  5. Optionally, click on the Enable Login checkbox to toggle the user’s login status from Enabled to Disabled .

    This is useful if you want to create a user who can receive scheduled reports and domain contact emails but not have login privileges to the user interface.

    The default value is Enabled (checked).

  1. Enter a Password for the user.

    The minimum length of this field is 5 characters, and the maximum length is 32 characters.

  2. Reenter the password into the Confirm Password field.

Email & Pager

  1. Click on the Email & Pager tab to display the Email & Pager tab form.

    If the user is:

    • To be the recipient of Scheduled Report Packages emails

    • Not a Domain Contact for a Management Domain

    Then you must enter a valid email address into one or both of the following Edit User tabs for Scheduled Report emails to be sent:

    • Contact

    • Email & Pager

    You can also configure the email address when later editing the user in the Edit User form, which contains the same tabs as the Add User form.

  2. In the Pager Info pane, click on the Enabled checkbox to activate pager notification for the user.

    The default pager notification state is False (unchecked).

  3. Click on the Subject Only checkbox if the user is to receive notification subject text only on his or her pager’s display.

    The default subject-only pager display state is True (checked).

  4. Enter the user’s pager number into the PIN # field.

  5. In the E-Mail Info pane, click on the Enabled checkbox to activate email notification for the user.

    The default email notification state is False (unchecked).

  6. Enter the user’s email address into the Address field.

  7. Repeat Steps 5 and 6 for each additional email address for which the user will be receiving email notifications.

Contact

Filling in the fields in this tab form is a best practice, but is optional.

The only exception is if the user is both the recipient of Scheduled Report Package emails and a Domain Contact - in that case a valid Email Address must be entered.

The email address will also be available as a Delivery Info selection for Notification Rules, and for Scheduled Reports Packages.

 

  1. Click on the Contact tab to display the Contact tab form.

  2. Type the user’s contact information into the following fields:

  • State/Province

  • Company Name

  • Zip/Postal Code

  • Address

  • Country

  • City

  • Phone Number

 

User Groups

  1. Click on the User Groups tab to display the User Groups tab form.

  2. Click to select the User Groups you wish to use in the upper table, then click on the Add button.

    1. Or, you can click on the Add All button to use all User Groups.

You can also Remove or Remove All User Groups by clicking on the Remove or Remove All buttons.

 

Finishing Up

  1. If you make a mistake and wish to start again, click on the Reset button.

  2. Click on the Save button to accept and enter your changes.

    1. Or, click on the Save and Add New button to save the user and add another.

    2. Or, click on the Cancel button to abandon the operation.

 

 

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