User Management (Partner Portal)

Topic

This article explains user management in the NinjaOne SaaS Backup Partner Portal.

Environment

NinjaOne SaaS Backup

Description

User management refers to an administrator’s ability to manage partner users within NinjaOne SaaS Backup. User management includes creating new users, assigning roles, configuring notifications, and activating single sign-on (SSO). Additionally, administrators can manage email notification settings, such as setting the delivery frequency of email alerts to daily, weekly, or monthly, based on your requirements.

You can only assign or make modifications to a user role that is beneath your own.

Create New User

On the User Management page, you can add new users and assign them roles based on your partner's needs. Note that all users added on this page will have access to your NinjaOne SaaS Backup Partner Portal according to the role assigned to them. To create a new user, follow these steps:

Navigate to the User Management page.
Click + New User.
Fill in the required fields (First Name, Last Name, and Email Address). Enter this information carefully. You can't modify the email address once you save these settings.
Select a role for the user. You can only create new users with the Super Admin, Admin, Finance, and Support roles. If you want to change the Owner, contact our support team. To learn more about role accessibility in the NinjaOne SaaS Backup Partner Portal, refer to Role Accessibility.
Click Save to create the new user.

Setting a password is not mandatory. However, if this field is blank, the user will need to select the Forgot Password option to log into the NinjaOne SaaS Backup End-User Portal.

Edit User

You can edit existing users, including first names, last names, and passwords. You can also update role access or configure the notification. However, you cannot edit the email address. If you want to change the email address for a user, create a new user with the desired address. You can then delete the previous iteration of the user if desired.

Configure Notifications

This feature is designed to manage email notifications based on different user needs. NinjaOne SaaS Backup currently provides three types of notifications:

Error notifications: These notifications include backup errors, MIME errors, authentication errors, and device authentication errors. Partners with the Owner, Super Admin, Admin, or Support role can receive these notifications.
Invoice notifications: These notifications contain payment reminders. Partners with the Admin or Finance roles can receive invoice notifications.
General notifications: These notifications include a wide range of information, such as insufficient seats, deactivation and reactivation of subscriptions, and accounting backup/restore reports. Partners with the Owner, Super Admin, or Admin role can receive general notifications.

There are two ways Administrators can activate or deactivate user notifications:

During user creation or editing via the user form:

**Figure 1**: New User (click to enlarge)

Directly from the user list by selecting the checkbox for the desired user.

**Figure 2**: User Management (click to enlarge)

Activate Single Sign-On (SSO)

Single sign-on (SSO) simplifies access to the portal by allowing users to log in using a trusted external authentication provider, without needing to remember a separate email and password. Once SSO is activated, users can sign in quickly and securely using their SSO credentials. To activate or deactivate SSO for a user, select the corresponding checkbox in the user management table, following the same process used for managing notifications.

Adjust Notification Frequency

Notification frequency differs from notification configuration. Instead of selecting notification types, it focuses on how often notifications are sent. Administrators can set the delivery frequency to: immediately, daily, weekly, or monthly. For more information about adjusting notification frequency, refer to Partner Email Notifications.

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