Delegate access to tenants

Overview

There are several roles that define how techs can access tenants:

• Global administrator - full access to MSP and all customer tenants
• Administrator - full access but only to designated customer tenants
• Read-only administrator - read only access to designated customer tenants

Global administrator

To promote technician to Global administrator:

• Access your MSP admin portal
• Navigate to your Users section
• Click on ... and choose Make admin

Administrator

To delegate access to customer tenant with Administrator role:

• Access your MSP admin portal
• Navigate to your Customers section
• Click on ... for a chosen customer tenant and choose Delegate admin
• From the dropdown search for technician email address and assign the Administrator role

Read-only administrator

To delegate access to customer tenant with Read-only administrator role:

• Access your MSP admin portal
• Navigate to your Customers section
• Click on ... for a chosen customer tenant and choose Delegate admin
• From the dropdown search for technician email address and assign the Read-only administrator role

Delegate access with groups

Instead of manually delegating access to customer tenants for each technician, you can perform delegation with user groups. Simply create user groups and assign technicians to them, and then you can use groups for tenant access delegation.

• Access your MSP admin portal
• Navigate to Groups section on the left, create a user group, and assign users to the group

• Navigate to your Customers section
• Click on ... for a chosen customer tenant and choose Delegate admin
• From the dropdown search for the group you want to use and delegate access with a chosen role