4. Dashboard Management

In this menu item you can create new permission profiles for the Cloud Service Portal©, remove them or assign them to users. The standard permission profiles can also be viewed.

4.1. List profiles

There are two standard profiles to choose from

    1. User-Adm - Can manage all users of this client and has access to all panels
    1. User has access to the S3 panel and cannot manage users.

To list the details of the profiles, go to Dashboard Management => Profiles.

../_images/cp-ui-profiles-list.png
  1. Profile - Name of the profile
  2. Permissions - Lists all permissions of this profile, including a description
  3. Users - Shows which users are using this profile
  4. Actions - Here you can add a description to a profile or delete the profile.
  5. Delete - This button allows you to delete a profile you have created
  6. Filter - Here you can filter for any information you want

4.2. Change Profile

If you want to assign a different authorization profile to a user, please proceed as follows:

Navigate to Dashboard Management => Manage permissions.

  • Click on permissions (1) for the corresponding user
  • The permission sections (3) for this user are displayed. In our example, the user has the profile User (2).
../_images/cp-ui-profiles-detail.png
  • Now select the desired profile (2) and confirm your choice with the button Set profile to User

Warning

If you assign a profile to your own user (client admin) that does not have user administration permissions, you may lock yourself out of this permission. In this case, contact your reseller.

Note

If you want to assign a profile to multiple users, please click the Set Users Profile button

4.3. Custom Permissions

You can customize the permissions of a user profile. This gives the user the profile Custom Permissions. To do this, proceed as follows:

  • Navigate to Dashboard Management => Manage permissions.
  • Click on permissions for the corresponding user
  • The permission sections for this user are displayed.
  • Now switch to the corresponding Permission section which you want to customize. In our example Usage dashboard (1)
../_images/cp-ui-profiles-detail2.png
  • Now grant the desired authorizations (2)
  • If you now confirm the customized permissions with the Save permissions on users button (3), the changes will only be saved for this user and he will get a Custom Permissions Profile.

4.4. Update profiles

If you want to save the customized permissions (see Custom Permissions) in the user profile used by the user, confirm this with the Update profile button (4). In this case, all users using this profile will receive the new permissions!

4.5. Create Profile

To create a new profile, please proceed as follows:

Navigate to Dashboard Management => Manage permissions.

  • Click on permissions for a user with a profile that serves as a template
  • The permission sections for this user are displayed.
  • Now switch to the corresponding Permission section, which you want to adjust for the new profile. In our example Usage dashboard (1)
../_images/cp-ui-profiles-detail2.png
  • Now grant the desired authorizations (2)
  • To save the profile with the adjusted permissions as a new profile, click on the Save permissions as a new profile button (5).
../_images/cp-ui-new-profiles.png
  • Now enter a Profile Name and a Description for the new profile in the input mask and confirm the entry with the create profile button.

Note

The user’s profile remains unchanged by the creation of the new profile.