Adding a Collaborator User and Assigning Permissions - manage-netcloud-access/Adding-a-Collaborator-User-and-Assigning-Permissions

Managing Identities and Access for NetCloud
NetCloud Feature
Management > Users
ft:locale
en-US
ft:sourceName
Paligo_Prod
Document Type
Admin Guide
Configuration Guide

Use this procedure to add a collaborator user to an account, organization or subaccount and add a user role (system or custom).

  1. Log into NetCloud Manager.

    Note

    If managing multiple organizations or subaccounts, switch to the target organization before adding collaborator users.Switching Between Accounts and Organizations

  2. Select Account in the left-side navigation panel.

    The Users & Roles tab displays.

  3. Click Users.

  4. Click Add.

  5. Select Collaborator for the User Type.

  6. Enter the email address or collaborator ID of the user.

    Note

    If adding a NetCloud user in accounts managed with a cloud IdP for the purpose of federated ID, the collaborator ID is required. See Collaborator ID for more information. For non-federated NetCloud Manager users, enter either an email address or collaborator ID.

  7. From the Collaborator Timeout drop-down menu, select a limit for collaborator access. When this limit is reached, the collaborator's access is removed.

    Note

    Once the Collaborator Timeout is set, it cannot be changed unless the collaborator is deleted and added again. Preexisting collaborators are assigned a timeout of Unlimited.

  8. (Optional) Select the Add/Edit Users checkbox.

    Note

    This is required only if the user needs the ability to add additional users to the account or edit existing users.

  9. Click Add.

  10. Click the NetCloud Manager Permissions tab.

  11. Select your primary account or a subaccount for the user.

  12. Click Add, and then select User.

    add-permissions-collaborator.png

  13. From the Add Account Users to NCM panel, choose Select from Existing Users.

  14. Select the checkbox next to the name of the collaborator user added previously.

  15. Select a role for the collaborator user from the Role drop-down list.

    • Read Only User (default role)

    • Administrator

    • Full Access User

    • Diagnostic User

    • (Custom) Roles

      Note

      To create custom roles, see Creating a Custom Role

  16. Click Add.

    After this process is completed, the user receives a notification in the NCM System Notifications tray as well as by email that they have been added as a collaborator. The email includes the date their access will expire. To view a collaborator's timeout date, click Account > User tab and click the user's name.