User Management - PRISM Portal

PRISM creation and management of users

Once a partner is set up in PRISM, partners have the ability to create and manage users themselves. This means providing other staff with access to PRISM against their specific account.

 

Create PRISM access for additional users

To add a user, partners are to navigate to the ‘Customer Management’ tab in PRISM.

 

Under the Customer List, select your reseller account (which is always listed at the top) and select “View” under actions.

 

 

 

You’ll see the Customer Details, select ‘Manage Users’

 

 

Enter the new user’s First Name, Last Name and Email Address. Then select ‘Create User’.

 

The new user will then be auto-sent an email from PRISM to create a password to finalize their set-up.

 

Setting User Roles

Under the ‘Active Users’ section, locate the specific user and select ‘Roles’

Global.CustomerAdmin: This role provides all the functions that a user external to Crayon should be able to perform within the PartnerPortal.

 

Global.ReadOnly: Allows a user to view all pages of Prime, but not be able to perform any 'write' actions on the database.

 

 

Resetting passwords

Partners can reset passwords for their own staff. To deactivate a user, navigate to the ‘Customer Management’ tab in PRISM.

 

To reset a password, a partner navigates to the Customer List, select your reseller account (which is always listed at the top) and select ‘View’ under actions.

 

 

Select 'Manage Users'

 

 

Under the ‘Active Users’ section, locate the specific user and select ‘More’

 

 

Click on ‘Reset Password’

 

 

Deactivating users

To deactivate a user, partners are to navigate to the ‘Customer Management’ tab in PRISM.

Under the Customer List, select your reseller account and select ‘View’ under actions.

 

 

Select ‘Manage Users’

 

 

Search for the user under the Active User section, then select ‘Deactivate’.

 

 

Users will no longer be able to access PRISM

 

Reactivating users

To re-activate a user, partners are to navigate back to Customer Management > Manage Users within PRISM, and locate the user under the Inactive User section, then select ‘Activate’.