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

Table of Contents

Guiding principles

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

Invitation Triggers

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

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

Users get an invitation email to set a password for their account in the customer portal
The invited user needs to follow the URL under "You can set or change your password via the following URL
The invited user can now set a password for its login
After setting the password, the user can authenticate and navigate through the customer portal.

Image: Add user button on top left corner of screen.

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

Image: Add user window box reqeusting name, email and user role.

Click on "Create"

Image: Add user window box reqeusting name, email and user role. Create button down on lower right of box.

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'

Image: Window box to edit users. Edit button over on far right of each user.

Image: Edit user window allows changes to name, role and rights.

Image: Edit user window box has save button on lower right of window.

Image: Main users window. Remove button located on far right side of user.

Image: Pop-up window confirming removal of user.

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