How to create Staff Members for customers

This guide describes how you can create a second account for your customer's control panel

Important : In the case you do NOT see the NEXT button , please contact 2tCloud Support and ask if your username needs more privileges so you can create Customer Users.

 

1. Log in to Partner Control Panel.

2. In the top menu, click on Billing.

   

3. Navigate to: Operations > Customers.

   

4. Click on the desired customer you want to add create Staff Members for

   

5. Click on the 'users' tab.

   

6. Click on the 'Add New User' button.

   

7. Fill out the required user information and then click next.

   

8. Select the 'Full Access' Role and click next

   

9. Select the the Service Management Role 'Admin minus Billing' and then click on 'Finish'
   NOTE:
   Default only the "Account Administrator" role is available. If a non-default role like "Admin minus Billing" is availble you can select this role to create a second account with fewer priviliges. If you wish a role with fewer priviliges please contact support.

   

10. The user has been added.