User types

The CloudM Portal provides tiered access through the use of user types. The following user types can be used when managing your account in the portal.

Note: These are set when you are creating or managing users through the Partner account/Manage my users menu.  Add a new user or edit an existing user to set their User type.

Edit a user to set User type:

Add a user to set User type:

User type 1 (Tier 1) - View only.

View only account for reviewing and viewing invoice information from license/portal orders. Can access Training and Resources.

Note: Typically used by finance or accounting teams.

Detailed permission breakdown:

• View Domain Orders
• View Domain Orders -> View Free Scan Orders
• View Domain Orders -> View Free Trials
• View Domains
• View License Pool Orders
• View License Pools
• View Migration Calculator
• View Pricing
• View Sales and Marketing Assets
• View Training
• View Training -> Can have an Training account
• View Users

User type 2 (Tier 2) - Limited editing rights.

View and add licenses, attain license codes but no access to pricing. Can access Training and Resources.

Note: Typically used by engineers operating the product who need licenses or license codes.

Detailed permission breakdown:

• View Domain Orders
• View Domain Orders -> Create Domain Orders
• View Domain Orders -> Create Domain Orders -> Can Use License Pools
• View Domain Orders -> Create Domain Orders -> Create CloudM Migrate Orders
• View Domain Orders -> View Free Scan Orders
• View Domain Orders -> View Free Trials
• View Domains
• View Domains -> Add/Edit/Delete Domain Users (only if an "admin" of said domain)
• View Domains -> Create Domains
• View License Pools
• View Migration Calculator
• View Sales and Marketing Assets
• View Training
• View Training -> Can have an Training account
• View Users
• View Users -> Edit users
• View Users -> Edit users -> Administrate users
• View Users -> Edit users -> Assign users to “Tier 1 partner user (view only)”
• View Users -> Edit users -> Assign users to “Tier 2 partner user (limited editing rights)”
• View Users -> Edit users -> Register users

User Type 3 (Tier 3) - Full admin rights.

Full or ‘Admin’ access to manage the account. Includes creating and managing user accounts, can create orders and licenses and see all pricing. Can access Training and Resources and manage which training courses are assigned to which users in the account.

Detailed permission breakdown:

• View Domain Orders
• View Domain Orders -> Create Domain Orders
• View Domain Orders -> Create Domain Orders -> Can Use License Pools
• View Domain Orders -> Create Domain Orders -> Create CloudM Migrate Orders
• View Domain Orders -> View Free Scan Orders
• View Domain Orders -> View Free Trials
• View Domains
• View Domains -> Add/Edit/Delete Domain Users (only if an "admin" of said domain)
• View Domains -> Create Domains
• View License Pool Orders
• View License Pools
• View Migration Calculator
• View Pricing
• View Sales and Marketing Assets
• View Training
• View Training -> Can have an Training account
• View Training -> Manage Users Courses
• View Training -> View Users Courses and Progress
• View Users
• View Users -> Delete users
• View Users -> Edit users
• View Users -> Edit users -> Administrate users
• View Users -> Edit users -> Assign users to “Tier 1 partner user (view only)”
• View Users -> Edit users -> Assign users to “Tier 2 partner user (limited editing rights)”
• View Users -> Edit users -> Assign users to “Tier 3 partner user (full admin rights)”
• View Users -> Edit users -> Moderate users
• View Users -> Edit users -> Register users

Note: The Training section and material will only be visible if enabled for your account. Please contact your account manager if you require access.

In addition to the Partner account types there is also a Customer account with the following permissions: 

• View Domain Orders
• View Domain Orders -> Create Domain Orders
• View Domain Orders -> Create Domain Orders -> Create CloudM Migrate Orders
• View Domain Orders -> View Free Scan Orders
• View Domain Orders -> View Free Trials
• View Domain Orders -> View Pending Domain Orders
• View Domains
• View Domains -> Add/Edit/Delete Domain Users (only if an "admin" of said domain)
• View Domains -> Create Domains
• View Migration Calculator
• View Pricing

Note: If you are having difficulty accessing some CloudM Portal areas please check that your account is not setup as a Customer account and has a valid Partner Tier selected.