Create Users

  1. Log in to the PacketFabric portal.

  2. Click Admin.

    screenshot of admin tab

    NOTE: If you do not see this option, your user account does not have appropriate permissions.

  3. Select Users on the left.

  4. Select Create User or Invite User.

    screenshot of create buttons

IMPORTANT: Users are different than contacts. If you want a user to also receive correspondance such as maintenance notifications, you have to add them as a contact. For more information, see Company Contacts.

Invite users

When you select this option, the user sets up their own password and contact information.

Enter an email address and select one of the following groups:

  • Header row

    • Group Name
    • Description

  • Row 1

    • Admin
    • Can perform any action, including those involving user access.

  • Row 2

    • Regular
    • Can add, remove, or change any product service.

  • Row 2

    • Read-Only
    • Can view all services and download documents and invoices, but cannot make any changes.

  • Row 2

    • Support
    • Can perform troubleshooting actions, but cannot perform any action that has a financial impact (creating, upgrading, or deleting services) or view any financial information such as billing accounts. .

  • Row 2

    • Sales

    • This group is only available in the Reseller Admin Portal.

      Has read-only permissions except on the Quoting page, where they can create and manage customer quotes..

To include additional users, click Add more users:

alt_text

When you are finished, click Invite Users. The user receives an email with a link to create their account.

To view the status of previously sent invites, click Pending Invites at the top of the page.

Invite status

  • Header row

    • Column
    • Value

  • Row 1

    • Signup Completed

    • This value corresponds to the unique signup link sent in the invite email.

      Once the user clicks the link and completes the signup form, this value is true.

      If you send multiple invites to one user, only the link they used to sign up shows true. All other invites remain in the false state.

  • Row 2

    • User Created
    • This value corresponds to whether the user exists in the system, regardless of whether they signed up through that specific invite link.

Most of the time, both columns show the same value (false/false, true/true).

However, if you send multiple invites to a single email address, only the one that the person used to sign up shows true under Signup Completed. Once that user account is created, the User Created column shows true for all invites tied to that specific email address.

Therefore, in this situation, the unused invites show:

Signup Completed: false
User Created: true

Create users

When you select this option, you are asked to provide all contact details and a password. The user does not receive an email notification.

Complete their user details (all fields are required) and select one of the following groups:

  • Header row

    • Group Name
    • Description

  • Row 1

    • Admin
    • Can perform any action, including those involving user access.

  • Row 2

    • Regular
    • Can add, remove, or change any product service.

  • Row 2

    • Read-Only
    • Can view all services and download documents and invoices, but cannot make any changes.

  • Row 2

    • Support
    • Can perform troubleshooting actions, but cannot perform any action that has a financial impact (creating, upgrading, or deleting services) or view any financial information such as billing accounts. .

  • Row 2

    • Sales

    • This group is only available in the Reseller Admin Portal.

      Has read-only permissions except on the Quoting page, where they can create and manage customer quotes..

NOTE: The user is not automatically prompted to change their password. If they wish to do so, they can reset their password from their user account page.

Updated on 14 Jun 2022