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.

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There is no password field — MaaS generates a password and emails it directly to the new user. Admins never see the password.

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
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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.

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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 — 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 [email protected].

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