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Create and Manage Administrators

Updated over 2 weeks ago

Overview

You can add new administrators and view existing account details directly from the Settings page. This guide walks you through creating various administrator roles to manage your services and customer tenants efficiently.

Administrator Roles and States

The MSC portal allows you to define different levels of access for your team. You can create MSP Administrators for full system control, Tenant Administrators for specific customer management, or Read-only Administrators for limited viewing access.


Note: You must have at least two MSP administrators to ensure continuous access to all your features.


When you view your administrator list, accounts will appear in one of two states:

  • Ready: The administrator is fully active across all tenants.

  • Pending: Changes are still propagating, and the admin cannot be assigned or deleted yet.

You can find more information about these permissions in the Role-based Access Control documentation.

Add a New Administrator

Adding a team member helps you delegate management tasks for service plans and customers. To start, open your management console and click the Settings (⚙️) icon. From there, click New Administrator to open the setup dialog.

  • Enter the full name.

  • Use a corporate email.

  • Select the account role.

It's important to use a corporate email address, as public domains like @gmail or @yahoo are restricted. Once you specify the name, email, phone number, and timezone, click Save to create the profile.

Field Descriptions

Field

Description

First Name

The first name of the Administrator.

Last Name

The last name of the Administrator.

Email

The official email address that is configured for the Administrator.

Phone

The phone number with the country code of the Administrator.

Time Zone

Select the time zone.

Role

The Role of the Administrator. For more information, see Role-based Access Control.

For more details on assigned roles, refer to the documentation on Role-based Access Control.

Manage Existing Profiles

You can easily update an administrator’s name, phone number, or time zone if their details change. To do this, select the administrator’s name on the Settings page and click Edit.


Note: Keep in mind that you cannot change an existing administrator’s role or email address once it is set.


If a team member forgets their credentials, you can trigger a password reset from the administrator details page. This sends an automated email with a reset link that remains valid for 24 hours. If the link expires, you will need to resend the email to grant them access.

You will find the Reset Password button located on the individual administrator details page.

For more details on account maintenance, visit the MSC portal settings guide.

Delete an Administrator

When you no longer need a specific account, you can remove it to maintain environment security. Simply navigate to the Administrators list, select the person you want to remove, and click Delete. You will need to click Delete again when the confirmation message appears to finalize the action.


Note:

  1. You cannot delete or edit an administrator while they are in a Pending state.

  2. Profile updates may pause briefly during scheduled maintenance activities, though this won't affect your ongoing portal functionality.


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