Managing customers and customer users
Use customer administration (available in Administration > Customers) to control customer user rights and the level of information you wish to share with your customers according to your mutual agreement.
Customer and user concepts
When referring to a user in the web client, we're normally referring to a ITA user. In the Tenant Portal for colocation providers however, on some occasions when referring to a user, we may be referring to a user at a customer's site. This will be clearly differentiated in the text.
... are the ITA users in desktop/web client. Users are created in the system by system admin/user with permissions to edit user rights in Administration > Users. User management settings are described here.
... are a colocation provider's customers (tenants) and these are automatically listed through integration to a CRM system (configuration in ITA desktop client).
|Customer's users||... are the users at a customer's site. The settings available for this type of users are described here.|
Use the customer administration (available in Administration > Customers) to control customer user rights and the level of information you wish to share with your customers according to your mutual agreement.
When you initially set up the Tenant Portal for a customer, as part of the onboarding process, you enter customer information, create customer users, set information level and permissions, and activate the customer. The first time you open customer administration, there are no active customers. Click ACTIVATE CUSTOMER to get started.
Each customer account has contact information. This is for your primary contact person at the customer's site. The data is read-only and typically automatically generated from your CRM system through the Data Center Operation desktop client. If the CRM data gets updated, the contact person will automatically change.
You may have agreed with some customers to see estimated power values, and with others to see measured peak loads. You can also toggle access to device data here, such as temperature and humidity sensor data.
Customer user level permissions
There may be several users at a customer's site with individual needs for viewing or editing in the Tenant Portal. The user roles settings allows you to add customer users and define permissions.
- View rights allow the user to see the partial inventory, including power and temperature data.
- Edit rights allow the user to do the same as view rights. In addition, he can move, add, and delete equipment in the partial inventory.
- Administrator rights allow the user to do the same as edit rights. In addition, he can manage this customer's user accounts, licenses, and authentication server configuration.
Active or inactive portal for customer
There is an indicator next to every customer account, illustrating if the portal has been activated for this account. You can deactivate the portal for a customer account at any time.