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User roles for Nerdio partners

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Amol Dalvi

Applies to: Nerdio Private Cloud (NPC) and Nerdio For Azure (NFA)

Nerdio partners (Managed Service Providers and distributors) can create logins for others in their organization to log in to Nerdio Admin Portal (NAP). A partner can assign one of five different roles to other users. This allows partners to limit access to various employees managing their customers’ IT environments.

Role Manage other NAP users Manage customer accounts Billing & payment information
Partner Admin Full access Full access Full access
Partner Tier 2 Support Access limited to Partner Tier2 and Partner Tier1 Support users
 Full access
 No access
Partner Tier 1 Support No access Access limited to Users, Groups and Shared Mailboxes No access
Partner Billing Admin No access Access limited to Reports
 Full access
Partner Sales No access Read only access to all sections of NAP
 Full access to Cost estimator section

 

How to view various user roles in NAP?

  1. Sign in to NAP as a Partner admin
  2. From the main menu, select "NAP users" tab
  3. On the "NAP users" page, scroll down and click the button "Add NAP user":NAP_user_tab.png
  4. Enter all details like first name, last name, email address, mobile number, etc.
  5. Expand the "Role" drop down to view and select a user role and click "Save" button:Partner_admin_user_roles.png

 

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John Ferguson

Hello,
I'd like to suggest creating an additional Role. In our case we have a couple users who are primarily technicians but work a little with sales and giving them access to the current billing information and to the estimating tool would be beneficial. Currently we're assigning them as partner admins but I'd prefer to only allow access to the areas they need.
* No access to manage other NAP users
* Full access to manage customer accounts
* Full access to Billing and payment information
Thanks!

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