# Managing Users & Customers MaaS lets you manage your team — and, if you are a consultant, your customers — directly from the portal. All actions live under **Customer Admin** in the main menu. Your view is scoped to your own organization. You only see the users, hosts, and data that belong to you. *** ## Customer Admin Menu What you see depends on your role: | Role | Menu Items | | ------------------ | -------------------------------------------------- | | **Customer Admin** | User Management, Request Host | | **Consultant** | User Management, Customer Management, Request Host | *** ## User Management ### User Roles | Role | Access | | --------- | ------------------------------------------------------------- | | **Admin** | Can manage other users and request hosts. | | **User** | Can view dashboards and monitoring data. Cannot manage users. | ### User List The user list shows everyone in the currently selected scope. From here you can create, edit, delete, or reset passwords.

User list

### Creating a User Click **Create User**.

Create user form

| Field | Description | | ---------------------- | --------------------------------------------------------------------------------- | | Username | Short unique name (e.g. `kevin`). The organization prefix is added automatically. | | First Name / Last Name | Optional. | | Email | Required. Login details are emailed here. | | Role | Admin or User. | {% hint style="info" %} There is no password field — MaaS generates a password and emails it directly to the new user. Admins never see the password. {% endhint %} ### Editing a User Click **Edit** to update name, email, or role. Dashboard access is controlled per customer under Customer Management.

Edit user form

### Resetting a Password Click **Reset Password** next to a user. A new password is generated and emailed directly. The admin performing the reset never sees it.

Password reset confirmation

### Deleting a User Click **Delete** and confirm. You cannot delete your own account.

Delete confirmation

{% hint style="warning" %} Deleting a user is permanent. {% endhint %} *** ## Scope Selector (Consultants) As a consultant, a **scope selector** at the top of User Management and Request Host lets you pick whose account you are working with — your own team or any of your customers.

Consultant scope selector

Every action you take applies to the selected scope. *** ## Customer Management (Consultants Only) Under **Customer Admin > Customer Management** you onboard and administer the customers under your care. ### Creating a Customer Click **Create Customer** and fill in: | Field | Description | | ---------------- | ---------------------------------------------------------- | | Customer Name | The company you are onboarding. | | First Admin User | Name and email of their primary contact. | | Dashboard Access | Whether this customer can view dashboards (on by default). | When you submit, MaaS creates the customer, their first admin user, and emails the admin their login details. That admin can then invite the rest of their team. ### Editing a Customer Click **Edit** next to a customer to change: * **Dashboard Access** — toggle on/off, affecting all users in that account * **Dashboard Groups** — which dashboards the customer can see Other fields (name, managed-by relationship) are read-only. Contact support for those. ### Viewing a Customer's Users Click **Users** next to a customer to jump to their user list. ### Deleting a Customer Click **Delete** and **type the customer name** to confirm. {% hint style="warning" %} Delete only works when the customer has **zero hosts**. If hosts still exist, MaaS asks you to contact support — host removal is handled by TelcoBridges. {% endhint %} *** ## Passwords & Email * MaaS generates all passwords server-side and emails them directly. Passwords are never shown in the interface. * Login emails come from a branded MaaS sender with a link to the portal. * If a user does not receive their email, verify the address on their profile, then contact support. *** ## What You Cannot Self-Serve | Action | How | | ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------- | | Activate a new host | Submit via [Requesting a Host](/maas-documentation/getting-started/requesting-a-host.md) — support activates. | | Rename your organization | Contact support. | | Pause or resume monitoring on a customer's hosts | Contact support. | | Add a new sub-customer outside self-service | Contact support. | | Delete your own account | Have another admin do it. | For anything outside this page, email ****. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://prosbcdocs.telcobridges.com/maas-documentation/getting-started/managing-users.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.