Applies To:

Call2Teams - Partners


Overview

You have several client accounts at your Partner level. One of your clients is reselling the service to clients of their own and therefore requires Administrative access to those client accounts. You may not have invited an Admin user when the client or sub account was created. The instructions below will explain how to invite an Administrator or modify the associated roles.


Invite an Administrator

Navigate to the account to which the new administrator will be assigned.

From the Account Tab, click the blue Invite Administrative User


Administrator Roles

You will need to assign one or more of the roles below for an Administrator to be able to perform certain function in the portal.


  • Account Owner

Able to view and amend settings and send admin invitations.

  • Subscription Contributor

Able to add/amend Subscriptions, licenses and add client accounts.

  • Subscription Viewer

Read Only access to Subscriptions, Licences and Client Accounts.

  • Service Contributor

Able to act as an Account Owner on client accounts.

  • Service Viewer

Read only access to Services and Users



A portal invitation will be sent to the email address you provide. This does not have to be an Office 365 email address. The invite will will contain an activation link to the portal. An Office 365 user account is required for access to the Call2Teams portal.

 

Notes

Client accounts will not be able to amend licences or add accounts. These features are restricted to Partner Management to protect against unexpected costs being generated.