Adding a Collaborator User - manage-netcloud-access/Adding-a-Collaborator-User

Managing Identities and Access for NetCloud

NetCloud Feature
Management > Users
ft:locale
en-US
ft:sourceName
Paligo_Prod
Document Type
Configuration Guide

You can add collaborator users from the Account page using two different methods.

Adding a Collaborator User from the Users Tab

Use this procedure to add a collaborator user from the users tab.

  1. Log into NetCloud Manager.

  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.

    07-existing_user.png

    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.

    05-timeout-date.png
Adding a Collaborator User from Another Account Using the NetCloud Manager Permissions Tab

Note

The default Collaborator Timeout limit (90 minutes) is added when using this method. See Collaborator Timeout for more information.

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

  2. Click the NetCloud Manager Permissions tab.

  3. Select your primary account or a subaccount.

  4. Click Add, and then click User.

    add-permissions-collaborator.png
  5. From the Add Account Users to NCM panel, choose Select from Another NCM Account in the Add Account User to NCM dialog.

  6. Enter the collaborator ID or email address.

    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. 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) Role

      Note

      To create custom roles, see Creating a Custom Role

  8. Click Add.

    03-add-account_users.png

    After this process is completed, the user receives a notification by email, and in the NCM System Notifications tray, that they have been added as a collaborator.