Users
This category includes panels for managing admin users and end users.
Admin Users
This panel allows for the management of admin users.
Viewing and Editing Administrator Users
The admin user columns include:
| Column | Description |
|---|---|
| Name | the full name of the admin |
| the email of the admin user | |
| Actions | the ⚙ Actions menu button which allows for managing of the admin |
The available actions are:
- Edit: Edit the first name, last name and the email of the user.
- Send reset password instructions: Sends reset passwords instructions to the user.
- Resend confirmation email: Resends the confirmation email, if the user has not yet confirmed their account.
- Remove: Removes the user from the admin panel.
The different columns can be sorted by clicking on the column heading. Searching is also enabled, through the magnifying glass icon on the right.
The different roles an admin user has can be changed by selecting the user. Underneath this, the roles currently assigned to that user will appear, and from here roles can either be removed or given.
Adding New Admin Users
Admin users can be added using the Add button. An email address needs to be entered, so that an account can be set up for the new administrator user. The new admin user will also need to be assigned a role. After creation more roles can then be assigned or removed.
Two-factor Authentication
It can be set such that admin users are required to use two-factor authentication. This can be set or unset by ticking or unticking the checkbox at the bottom of the page.
Admin Roles
This panel allows for the management of admin roles.
Viewing and Editing Admin Roles
The admin role columns include:
| Column | Description |
|---|---|
| Name | the full name of the admin role |
| Description | an optional description of the role |
| Members | the number of admin users in the role |
| Actions | the ⚙ Actions menu button which allows for the admin role to be edited, or deleted |
New roles can be created through the New role button at the bottom of the page.
When selecting a role, the users assigned that role are displayed below. From here, new users can be assigned, and existing users can be removed from that role.
When editing or creating a role, the description can be modified, and permissions can be added by selection Add permissions..., and selecting the relevant permission to add. For each permission either limited or full access can be granted. The sub items for each permission are presented as checkboxes, which can reflect what is accessible. The available permissions and sub items are:
- Billing
- Edit invoices
- Edit pricing rates
- Look up usage history
- Manage payment processor
- View invoices
- View pricing rates
- Branding
- Copywriting
- Manage domain names and SSL certificates
- Manage graphics and design
- Manage sign-up options
- Manage support providers
- View
- Customers
- Allow template publication
- Change status
- Create
- Edit notes
- Edit pricing rates
- Look up usage history
- Manage billing information
- Manage resource limits
- Manage users
- Postage details
- Rename
- View
- View billing information
- View notes
- View pricing rates
- Waive verification
- General
- Bulk messaging
- Edit notes
- Rename
- View
- View notes
- Integration
- Manage OAuth applications
- Manage web hooks
- View
- Products
- Manage performance tiers
- Manage public networks
- Manage regions
- Manage templates
- Manage usage limits
- View
- Resellers
- Administer
- Create
- Users
- Create
- View
There are four default roles, three Contacts (Administrative, Billing and Technical) plus an Owners role. These cannot be destroyed, and the Contacts roles get listed under Contacts.
The different columns can be sorted by clicking on the column heading. Searching is also enabled, through the magnifying glass icon on the right.
Contacts
View the contacts for OrionVM.
Viewing Contacts
The Contacts screen displays the contacts available for the reseller.
| Column | Description |
|---|---|
| Name | the name of the contact |
| the email address of the contact | |
| Phone number | the phone number of the contact |
| Type(s) | the type of contact (Administrative, Billing or Technical) |
The different columns can be sorted by clicking on the column heading. Searching is also enabled, through the magnifying glass icon on the right.
End Users
All users under child resellers and organizations are listed and managed from this panel.
Viewing Users
The End users screen allows users under this reseller and all of its children resellers and organizations to be managed.
| Column | Description |
|---|---|
| Name | the name of the user |
| Email address | the email associated with the user |
| Phone number | the phone number of the user |
| Organizations | the organizations which the user can access |
| Actions | the ⚙ Actions menu button which allows for managing of users |
The available actions are:
- Edit: Edit the first name, last name and the username of the user.
- Send reset password instructions: Sends reset password instructions to the user.
- Re-send confirmation email: Resends the confirmation email, if the user has not yet confirmed their account.
- Cancel invitation: Cancels the invitation sent to them, if the user has not yet confirmed their account.
- Deactivate: Deactivate the user. Deactivated users can not log in.
- Log in as user: Log in as this user.
When selecting a user the roles assigned to that user are displayed below, showing both the organization and the role (in the format Organization/Role). Roles can be added or removed through this, by either selecting the x or selecting the Add role... button.
To toggle whether activated/deactivated users are being shown select the red button at the bottom of the page.
Two-factor authentication can also be set to compulsory by ticking the checkbox next to the red button.
The different columns can be sorted by clicking on the column heading. Searching is also enabled, through the magnifying glass icon on the right.