Partner Portal: Managing employee accounts and roles

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Topic

This article discusses creating, managing, and deleting employee accounts in the Datto Partner Portal. 

Environment

  • Datto Partner Portal

Description

A Datto Partner Portal organization login account can create individual employee accounts, so multiple employees can manage and service Datto devices. Datto's tools share access information, so your employees can log in to each one using the same username and password.

Setting different levels will also affect access to the SaaS store and SaaS NFR accounts. 

NOTE: Employee account passwords expire after 90 days of inactivity.

Only use the Manage Employees page to give your employees Partner Portal access. To give your customers access to the Partner Portal, use the Manage Clients page.

Index

Creating new employees

1. Choose the Admin tab and selecting Manage Employees.

Figure 1: Manage Employees (click to enlarge)

2. Click the Add Employees button.

manageEmployees.pngFigure 2: Add Employees (click to enlarge) 

3. Enter all relevant employee information.

Employee roles

Roles dictate what Partner Portal features an employee can access. Access levels by role are listed here:

Admin

  • Full account access to all features

Business

  • Access to the Partner Store, the SaaS Store, and the ability to purchase Shadow Protect licenses
  • Access to all Admin pages except status pages, Device Audit, and RoundTrips
  • Access to Integrations, Manage Clients, and Manage Employees under the Admin tab
  • No access to Recovery Launchpad
  • Can be designated as a billing contact

Tech

  • Access to all status pages, Ticket Portal, integrations, and APIs
  • No access to any marketing or store features
  • Cannot view SaaS Protection accounts that are NFR
  • Cannot manage employees or users
  • Access to Recovery Launchpad
  • Account Admin access in Datto Network Manager
  • Cannot be designated as a billing contact
Account Admins in Datto Network Manager have access to all networks on the account but cannot modify user information.

Sales and Marketing

  • Access to marketing materials and pricing sheets
  • Can purchase items through the store
  • Cannot manage employees or users
  • Do not have access to Recovery Launchpad

For Partner Portal roles for EMEA accounts, the levels are:

Admin
  • Manage employees, customize device status, and configure reseller email addresses, as well as all roles listed below (Devices, Invoices, Orders, Pricing, and Support)
Devices
  • Device status, device audit, Recovery Launchpad, and private cloud status
Invoices
  • View invoices and contracts
Orders
  • View the store and place orders
Pricing
  • View pricing and marketing materials
Support
  • View the Knowledge Base, tickets, and cloud requests

4. Click the Create Employee button. If you are creating accounts for multiple employees, check the Add another employee box to cycle to the next employee.

To enable two-factor authentication, you must enter a phone number.

image__3_.pngFigure 3: Employee information and role (click to enlarge)

5. You will receive a popup confirming the new employee's addition.

mceclip5.pngFigure 4: Add Employee confirmation (click to enlarge)

6. The new employees will get an email containing temporary credentials for login. This email will also go to the primary email address for the main Datto Resale Portal Account.

mceclip0.pngFigure 5: Email Login Credentials (click to enlarge)

Billing contacts

Partner employees that you designate as billing contacts can discuss billing matters and receive invoices from Datto. Their status as billing contacts will be stored in Datto's billing systems. To designate an employee as a billing contact, select Yes under Is employee a billing contact? in the Add employee modal shown in Figure 3. 

Employees assigned the role of Tech cannot be billing contacts.

Adding a new technician to Zendesk

1. Make a new employee account and assign them the role of Tech.

2. Have the new technician log into the Partner Portal. Doing so creates the Zendesk account.

3. Have the technician log into Zendesk with their Datto credentials.

Editing an Existing Employee's Profile

Adjusting existing employees' access will not impact their history or their future use of the Datto Academy & Ticket Portal.

Editing an Existing Employee's Profile

1. From the Manage Employees window, click the pencil icon in line with that employee's name. Doing so will open a screen with the employee's details.

mceclip1.pngFigure 6: Editing employees on the Manage Employees screen (click to enlarge)

2. Edit the relevant details - email address, role, phone number - and then click Save Changes.

mceclip7.pngFigure 7: The Edit Employees modal (click to enlarge)

Changing an existing employee's password

1. Password changes are self-administered. On the Partner Portal login screen, have the employee click Forgot your password? They will then receive an email with a reset link.

mceclip0.pngFigure 8: Password reset from the Employee Login screen (click to enlarge)

Deleting an existing employee

A removed user's email address cannot be used to re-register for 48 hours. 

1. Click the wastebasket icon next to the employee's name.

2.pngFigure 9: Deleting employees on the Manage Employees screen (click to enlarge)

2. A confirmation window will pop up. Click the Delete Employee button to confirm the deletion.

mceclip6.pngFigure 10: Employee deletion confirmation window (click to enlarge)

Users cannot remove their own user accounts.

 Employee deletion alerts

You will get an email alert whenever someone removes an employee from one of your resellers.

Additional Resources


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