User management

Inviting users to the SEEBURGER Customer Portal

Confirming and rejecting user accounts

Note: To get a user account and join a company account in the SEEBURGERCustomer Portal, users can either be invited by the administrator or app manager or register by themselves and thus request to join the company account.

When users register in the SEEBURGERCustomer Portal by themselves and enter the name of an existing company account, the administrator of the company account receives a joining request via email and via system notification. To manage the joining request, the administrator or app manager can confirm or reject the new user account.

Confirming user accounts

Open the app Administration.
Open the menu item User Management > Users.
Select the corresponding user with the status Waiting for confirmation from the list.
Click Account > Confirm.

Note: The following step Add Domain will be displayed only if the domain(s) of the user(s) to be confirmed are not yet registered as domain(s) for your company.

Information: If activated by the administrator, requests from an already registered domain can be confirmed automatically.

In the step Add Domain, add one or more domains to the domains registered for your company.
- If needed, select the domain(s) you want to add.
- Assign the domain(s) to the user(s) using the arrow key.
- Click Next to move to the next step Assign Services.
If needed, select the services you want to assign to the user.

Note: The step Assign Services is only displayed if you have already booked one or more services.
- Select the service(s) you want to assign to the user.
- Assign the service(s) to the user using the arrow key.
Click Next to move to the next step Assign Org. Units.

Note: The step Assign Org. Units is only displayed if you have already created one or more organization units.
- If needed, select the organization units you want to assign to the user.
- Assign the organization units to the user using the arrow key.
Click Next to move to the next step Assign General Roles.
- If needed, select one or more general roles you want to assign to the user.
- Assign the general roles to the user using the arrow key.
Click Finish.

The user's account is activated. The user‘s status changes from Waiting for confirmation to Active.The user will be informed about the activation of the user account via a system notification and email.

Rejecting user accounts

To reject a user account as administrator, follow these steps:

Open the app Administration.
Open the menu item User Management > Users.
Select the corresponding user with the status Waiting for confirmation from the list.
Click Account > Reject.
If necessary, specify the Reason for Rejection.
Click Reject.

If you reject the user's account, the user will no longer appear in the list of users.

Find more information here:

> Deleting users

> Confirming user requests automatically

Helpful?

Roles and concept of access rights in the SEEBURGER Customer Portal

Assigning services and access rights to users

Assigning administrator rights to users

Configuring permissions for all users at once