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Adding Service Provider and OpCo Users

 

Use the Add User page or Add OpCo User page in the Administration portal to add service provider or Operating Company (OpCo) users respectively. After you add a user, the user receives an e-mail with the initial login credentials.

In the service provider scope, you can create a user and assign the following roles or a combination of roles to the user:

  • Service provider roles

  • Service provider and OpCo roles.

  • Service provider and tenant roles. If a user is assigned both service provider and tenant roles, then the user is a service provider user. The user can view all tenants and access tenant objects based on the access privileges assigned in the tenant roles.

  • Service provider, OpCo, and tenant roles. If a user is assigned service provider, OpCo, and tenant roles, then the user is a service provider user. The user can view all tenants and OpCos, and access tenant and OpCo objects, based on the access privileges assigned in the tenant and OpCo roles.

Note

To add users, you should be assigned a role, such as SP Admin, that allows you to add users.

In the OpCo scope, you can create a user and assign the following roles or combination of roles to the user:

  • OpCo roles

  • OpCo and OpCo tenant roles

To add a service provider user or an OpCo user:

  1. Click Administration > Users.

    The Users page appears.

  2. Click the add icon (+) or click the Add User button. The Add User button appears when there are no users configured in the scope you have logged in.

    In the Service Provider scope, the Add User page appears. In the OpCo scope, the Add OpCo User page appears.

  3. Complete the configuration as described in Table 1.
  4. Click OK to save the changes or click Cancel to discard the changes.

    If you click OK, a confirmation message indicating that the user account is created appears and the user account is listed on the Users page.

    To enhance the security related to your login credentials, an automatically generated password is sent to the e-mail address that you have specified for the user. You are prompted to change the password after you log in with the automatically generated password. For more information about changing the password on first login, see Changing the Password on First Login.

Table 1: Fields on the Add User and Add OpCo User Pages

Field

Description

First Name

Enter the first name as a string of alphanumeric characters, some special characters [underscore (_) and period(.)] and spaces. The maximum length allowed is 32 characters.

Last Name

Enter the last name as a string of alphanumeric characters, some special characters [underscore (_) and period(.)] and spaces. The maximum length allowed is 32 characters.

Username (Email)

Enter a valid e-mail address in the user@domain format.

Status

Click the toggle button to enable or disable the user.

By default, the status is enabled. A user can login to CSO only when the status is enabled.

Role

In the Service Provider scope, specify whether you want to assign specific roles to the user or make the user a Global Administrator:

  • Select specific roles—Select this option to assign specific roles to the user in the SP, OpCo, and tenant scopes, and assign one or more roles in the different scopes.

    To assign roles:

    1. Click the scope in which you want to assign one or more roles to the user.

      The available roles are listed under the Available column.

    2. Select one or more roles that you want to assign to the user and click the right-arrow icon to move the selected roles from the Available column to the Selected column.

      You can use the search icon on the top right of each column to search for role names.

  • Make Global Administrator—Select this option to make the user a Global Administrator. As a Global Administrator, the user has permissions to perform all administration tasks in the SP, OpCo, and tenant scopes.

In the OpCo scope, you can only assign OpCo and OpCo tenant roles to a user.

To assign roles:

  1. Click the scope in which you want to assign one or more roles to the user.

    The available roles are listed under the Available column.

  2. Select one or more roles that you want to assign to the user and click the right-arrow icon to move the selected roles from the Available column to the Selected column.

    You can use the search icon on the top right of each column to search for role names.

To know more about the predefined roles for service provider, OpCo, and tenant users, see Role-Based Access Control Overview.