Veritas Alta™ Archiving : Partner Administration Guide
Creating and editing administrator accounts for a partner
If you have appropriate permissions, you can create administrator accounts for a partner to use when it performs partner management tasks. Partner Administrators with the required permissions can also create their own administrator accounts.
To create an administrator account for a partner
- In the left navigation pane, select Partner Management > Partners.
The summary of the available child partners is displayed.
To navigate through the list, use the navigation tools at the bottom of the list.
To view a specific number of child partners per page, select any option from the Items per page drop-down list.
To search for a partner in the list, type a word or phrase in the Search field above the partner list, and press Enter or click the Search icon.
To clear the search results, remove the text from the Search box and press Enter.
- Select the partner for which you want to create or edit administrator accounts.
The Partner Details tab is displayed by default.
- Select the Admin Accounts tab.
- Click Add New, and specify the following details.
First name
Enter the first name of the user.
Last name
Enter the last name of the user.
Primary email address
Enter the email address of the user. If the partner has more than one domain configured, select the required domain from the drop-down list.
User name
This box displays the user name, which corresponds to the primary email address you specified.
Auto Generate Password
By default Enterprise Vault.cloud generates a new password automatically and sends it to the account's primary email address.
Clear the check box to specify a password of your choice.
- Click Save to create the new partner administrator account.
Partner Management adds the new partner administrator to the table of administrator accounts.
- Search for and select the new account in the table of administrator accounts. Then, in the table row for the new administrator account, select or clear the check boxes to determine the areas of the Administration Console that this administrator has access to:
Customer Manager: Can access Customer Service, with the Customer Manager administration role.
Partner Manager: Can access Partner Management, with the Partner Manager administration role.
Archive Admin: Can access Archive Administration, with the System Administrator administration role.
Note:
You must select Partner Manager if you want the administrator account to be able to create and manage child partners.
- Click Save.
To edit a partner's administrator account
- In the left navigation pane, select Partner Management > Partners.
The summary of the available child partners is displayed.
To navigate through the list, use the navigation tools at the bottom of the list.
To view a specific number of child partners per page, select any option from the Items per page drop-down list.
To search for a partner in the list, type a word or phrase in the Search field above the partner list, and press Enter or click the Search icon.
To clear the search results, remove the text from the Search box and press Enter.
- Search for and select the newly provisioned partner company from the partners list.
- Select the Admin Accounts tab.
- Select the account in the table of administrator accounts. Then, in the table row for the new administrator account, select or clear the check boxes to determine the areas of the Administration Console that this administrator has access to:
Customer Manager: Can access Customer Service, with the Customer Manager administration role assigned.
Partner Manager: Can access Partner Management, with the Partner Manager administration role assigned.
Archive Admin: Can access Archive Administration, with the System Administrator administration role assigned.
Note:
You must select Partner Manager if you want the administrator account to be able to create and manage child partners.
- Click Save.