Portal accounts and roles
This article explains how to set up portal accounts and the roles/privileges that can be assigned. It covers:
This article covers the user accounts used by partners to sign in to the Partner Portal and manage companies. For information about consumer users (the company users who use the video service), see Managing subscriptions (consumers).
Primary roles
There are 3 default roles in the Partner Portal that you can assign to an account:
- Read-only User
- Regular User
- Partner Manager
The following table describes the permissions for each role.
| Read-only User | Regular User | Partner Manager | |
|---|---|---|---|
| Export handouts | Yes | Yes | Yes |
| Add/edit/terminate company | No | Yes | Yes |
| Add/disable EUL user | No | Yes | Yes |
| Add/deactivate Team VMR | No | Yes | Yes |
| Add/disable endpoint subscription | No | Yes | Yes |
| Add/terminate domain hosting | No | Yes | Yes |
| Add/activate/deactivate/re-invite portal users | No | No | Yes |
| Change portal user role | No | No | Yes |
Secondary roles
There are some secondary roles that can also be assigned, as shown in the P, AA and AAA columns.
Each role typically has a status of either "Y" (Yes, assigned) or "N" (No, not assigned).
Purchaser is an additional role that can be given to a Regular User and to a Partner Manager. Purchaser privileges are required to:
- see pricing in the portal
- place orders for license plans
- edit existing license plans
- manage license plan renewals.
Purchaser privileges are not assigned by default, but can be requested by sending an email to bizops@pexip.com.
This provides access to the Analytics portal. In addition to "Y" and "N", the status could also be "I" (Invited).
The Analytics Administrator is an additional role that can be given only to a user with a Partner Manager role.
An Analytics Administrator can invite colleagues to gain access to Pexip Analytics. This role is not assigned by default, but can be requested by raising a ticket. To open a ticket, look for the button on the home page of Pexip support after you have signed in.
A user with the AAA flag does not have Analytics Access by default — they are still required to complete the invitation process.
Onboarding, creating and modifying portal accounts
This section explains how to set up new accounts (Partner Portal users) in the portal.
All users must set up two-factor authentication for logging in to the Partner Portal — see Setting up two-factor authentication for logging in to the Partner Portal and Partner Analytics for details.
Onboarding
If you are new partner, Pexip will have set up for you an initial portal account and the nominated user will receive an email invitation to sign up.
After signing up, this user can invite other colleagues to access the portal.
Inviting a new user to the portal
-
To invite a colleague to use the portal, select the link in top right corner.
- Select
. - Enter the user's email, name and role and select to send the invitation.
-
The user will receive an email with a link to activate their Pexip Partner Portal user account. They need to set up their password, agree to the privacy policy and create the account.
- You are then sent to the login page.
- Enter your username and password and select .
- You are requested to set up two-factor authentication for the account to complete the activation process.
Modifying an existing user
To change, remove or re-invite an existing user:
- Select the link in top right corner.
- Select the user you want to modify.
-
You can now:
- change the user's Role (and then select )
- the user
- / the user.
Inactivity
Users who do not log in to the portal for a long time will eventually lose their access:
- After 150 days of inactivity, an email reminder is sent to the user.
- After a further 30 days of inactivity, the portal user account is deactivated and an email is sent to the user confirming this.