User management in the customer portal

Owned by Walter Fisch
Last updated: Feb 02, 2024 by Matthew Hierholzer
3 min read

This article describes the process of how to manage users within the customer portal.

Table of Contents

Guiding principles

Invite-only

  • Users can be added to the customer portal only through invitations by other users with sufficient permissions
  • Initially, Checkmk invites the Super User to join the customer portal

Self-service

  • Customers' users can be managed by other users with sufficient permissions
  • Initially, Checkmk invites the Super User to join the customer portal


Invitation Triggers

Order Confirmation

When a customer confirms a sales order, a super user for this customer is automatically created and invited accordingly

Self-service user management

When a customer's user adds a new user in the customer portal, this user gets invited


User invitation

  1. Users get an invitation email to set a password for their account in the customer portal

  2. The invited user needs to follow the URL under "You can set or change your password via the following URL



  3. The invited user can now set a password for its login



  4. After setting the password, the user can authenticate and navigate through the customer portal.


Self-service

Adding users

Click "+ Add User"

Given the appropriate Role, a user can create further users by clicking on "+ Add User" in the Users menu

Add information

 

  • Name: Supply First name and Last name
  • Email Address: Serves as username and login for authentication
  • Role
  • Rights

Click on "Create"

  • A user based on the supplied information will be created
  • The user will get an invitation email to the customer portal, as described in the section 'User invitation'

Editing users

Click "edit symbol"

Edit information

  • Name: Edit First name and Last name
  • Email Address: Cannot be edited after creation
  • Role
  • Rights

Click on "Save"

  • The information on the user will be updated
  • There is no further invitation sent out 

Removing users

Click "remove symbol"

Confirm user removal

  • The user will be removed from the customer portal 
  • All access rights will be withdrawn
  • The user will not be notified about the removal


Troubleshooting

If you face problems with accessing the customer portal, please see Not able to login to the customer portal