Manage Users

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Apart from the partner system account (tenant owner), which is the account used to sign up for IBM® Storage Protect for Cloud Partners, you can invite other users into this portal to manage customers, users, roles, and customer groups.

About this task

When a user is added to IBM Storage Protect for Cloud Partners, an invitation email will be sent to the user automatically. IBM Storage Protect for Cloud Partners provides a default email template. Prior to adding users, you can customize an invitation email template. For details, refer to Manage Email Templates.

Users with the built-in Administrator role to add users, delete users, and change the tenant owner. To manage users, go to the Settings page, and select Usersin the Account management area. The Users page appears. Click All users, Administrators, and other role tabs in the left pane to view the corresponding users.

You can perform the following actions:
  • Search –To search for a specific user, enter the keywords of the user’s email address in the search box. Then, press Enter on the keyboard.
  • Add users – Click Add new user in the upper-right corner. In the Add user panel, configure the following settings and click Add to add the user.
    • Sign in type – Select the sign in type from the drop-down list.

      • Local user– Enter valid email addresses in the format of someone@example.com.

      • Microsoft 365 User/Group – Microsoft 365 users and groups will become the system’s users. Enter the email address of the user/group in the format of someone@example.com. The system will automatically check whether the users or groups are valid.

      • You can also click the browse () button to view the users or groups within the selected profile, and then select your desired users or groups.

    • App profile– This option only appears if Microsoft 365 User/Group is selected as the sign-in method. An app profile is required to add or verify Microsoft 365 users/groups users. Select a previously configured app profile or click New app profile. For more information, refer to Create an App Profile for Microsoft 365.

    • Add as an administrator – Select the checkbox to set the user/group as the Administrator.

    • Assign roles to the user – Select previously configured roles for the user. For more information about roles, refer to Manage Roles.

    After a user is added successfully, the user will receive an invitation email that contains the user ID. The user needs to activate the account and set the password.

  • Assign role– To assign roles to a user, click the More actions () button of the user, and select Assign role in the drop-down list. In the Assign role panel, you can select the Add as an administrator checkbox to set the user as an Administrator. Enable the roles you want to assign to the user, and click Save to save your edits. Note that you cannot assign roles to the Tenant Owner and Support accounts.

  • Remove role – To remove the role of a user, in the Administratoror any other role tabs, click the More actions () button of the user, and select Remove role in the drop-down list. Note that you cannot remove roles for Tenant Owner and Support accounts.

  • Add to role – In the Administrator or any other role tabs, you can click Add existing user to add users to this role. In the panel, search for users by email address, select the users you want to add, and then click Save to add the users.

  • Change tenant owner – In the Administrator tab, select the user you want to set as the Tenant Owner, and then click Set as tenant owner. A pop-up window appears asking for your confirmation. Click Confirm to confirm your action. The selected user will be set as the Tenant Owner. After the tenant owner is changed, all users with the Administrator role will receive a notification email about the tenant owner change.

  • Delete user – In the All users tab, select one or more users and click Delete. A pop-up window appears asking for your confirmation. Click Confirm to confirm your deletion.

    You can also click the More actions () button of a user, and select Delete in the drop-down list. A pop-up window appears asking for your confirmation. Click Confirm to confirm your deletion.

    Note that you cannot delete the Tenant Owner and Support accounts.

  • Unlock user – If a user enters the wrong password three times, the user account will be locked for one hour. To manually unlock users, select the users with the lock () status and click Unlock.

  • Reset MFA settings – If multi-factor authentication has been enabled for local accounts, you can reset MFA settings for them. Select the local users and click Reset MFA settings.