Go to Administration > Customers to control customer user rights and the level of information you want 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 an ITA user. For colocation providers who provide a tenant portal, on some occasions we may be referring to a user at a customer's site. This will be clearly differentiated in the text.
| Users |
ITA users in the 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 in the Customer administration section. |
| Customers |
A colocation provider's customers (tenants). These are automatically listed through integration to a CRM system (configuration in ITA desktop client). |
| Customer's users | Users at a customer's site. The settings available for this type of users are described in the Customer user level permissions section. |
Customer administration
Go to 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.
Click Activate Customer to get started.
Once you activate the customer's account, an email will be sent with the URL of the tenant portal.
Contact
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 IT Advisor desktop client. If the CRM data gets updated, the contact person will automatically change.
Permissions
Set the permissions you want for the customer. You can allow access to:
- Estimated load
- Measured peak load
- Device properties, including data from devices, such as temperature and humidity sensors
- Custom properties
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.
- Viewer rights allow the user to see the partial inventory, including power and temperature data.
- Editor 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 edit rights, and access to the customer's user accounts, licenses, and authentication server configuration.
Active or inactive portal for customer
There is an indicator next to every customer account indicating whether the tenant portal has been activated for the account.
You can deactivate the portal for a customer account at any time. Select the customer and toggle Portal active? to off.
