User Management (Partner Portal)

Topic

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

Environment

NinjaOne SaaS Backup

Description

User management describes an administrator's ability to manage partner users, including role assignment, notification setup, and single sign-on (SSO) enablement. Review the sections that follow for detailed instructions for creating and editing users.

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:

1. Navigate to the User Management page.
2. Click + New User.
3. 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.
4. 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. 
5. Click Save to create the new user.

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.

Notification Setup

There are two notification setup options on the User Management page. The first lets you activate notifications for specific user roles. The second enables you to set up the notification period, which controls how often NinjaOne SaaS Backup sends the emails.

Enable Notification for Specific User 

To activate or deactivate notification for specific users, check or clear the checkbox in the table. To review the details of each notification, move your cursor over the column. NinjaOne SaaS Backup will show a brief description of the notification.  

Set up Notification Period 

The notification period setup is similar to the one on the Notification Settings page. The difference is that it focuses on emails that partners, not organizations, will receive. NinjaOne SaaS Backup will list several report options, and you can adjust how frequently you wish to send each one.

To set the notification period, follow these steps:

1. Select Notification Settings. 
2. Select your desired time period from the three options: Daily, Weekly, or Monthly.
3. Click Save.

You could also set these notification settings, along with others, from the main notification settings page. Refer to Notification Settings for details.

• Role Accessibility NPP (German) (1) (1).pdf900 KB
• New Partner Portal Role Accessibility (1).pdf200 KB