User Management (Partner Portal)

Doug Chanin
Doug Chanin
  • Updated

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, and configuring notifications. 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 modify 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, depending on 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.
Setting a password is not mandatory. However, if this field is blank, the user must select the Forgot Password option to log in to 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 a user's email address, create a new user with the desired address. You can then delete the previous user iteration if desired.

Configure Notifications

This feature manages 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 include payment reminders. Partners with the Admin or Finance roles can receive invoice notifications.
  • General notifications: These include a wide range of information, such as insufficient seats, subscription deactivation and reactivation, 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:

  1. During user creation or editing via the New User form:
newuser1.jpg
Figure 1: New User (click to enlarge)
  1. Directly from User Management by selecting the checkbox for the desired user.
partnerportal fig 2.png
Figure 2: User Management (click to enlarge)

Adjust Notification Frequency

Notification frequency differs from notification configuration. Instead of selecting notification types, it focuses on how often NinjaOne SaaS Backup sends notifications. 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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