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cpmanuserprof.md

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copyright lastupdated keywords subcollection
years
1994, 2019
2019-04-09
user profile, administrative access, select account
customer-portal

{:shortdesc: .shortdesc} {:codeblock: .codeblock} {:tip: .tip} {:screen: .screen} {:new_window: target="_blank"}

Managing a user profile

{: #customerportal_accuserprof}

In the customer portal, a user profile has various data about the user, including contact information and the API key. It's also the location in which passwords are stored. If you have administrative access, you can change permissions and device access from the profile. {:shortdesc}

Within the user profile, you can manage contact information and passwords, view API keys, and update permissions and device access based on your permissions.

Editing a user profile

{: #cp_edituserprofile}

After a user profile is created in the customer portal, you can edit it at any time. Details that are associated with the user profile include personal information, login settings, API access details, user notification subscriptions, and security questions. Use the following steps to edit a user profile.

  1. Access the customer portal by using your unique credentials.
  2. Select Account > Users from the navigation bar.
  3. Click the user name to access the associated user profile for that user.
  4. Edit the User Profile details as necessary. For users in accounts that use IBMid for authentication, update your email and password in your IBMid profile. See Table 1 for more information.
  5. If you want to reset your password after you log in, click Reset Password to generate an email that allows you to change your password.
  6. Click Edit User to submit the changes.
Field Definition
First name, Last name First and last name of the user who is associated with the user profile.
Email Address Preferred email address to receive notifications from {{site.data.keyword.BluSoftlayer_notm}} infrastructure about the account. Changing the email address changes the record in {{site.data.keyword.BluSoftlayer_notm}} infrastructure. This change doesn't affect the linkage to the IBMid authentication credentials. You must change the email address for the IBMid from the IBMid profile.
Time zone Preferred time zone to use when displaying time-stamped data.
Phone, Alt phone Preferred contact phone numbers to be used by {{site.data.keyword.BluSoftlayer_notm}} infrastructure.
Street address, City, Country, State/Province, ZIP/Postal code Full address for contact to be used by {{site.data.keyword.BluSoftlayer_notm}} infrastructure.
{: caption="Table 1. Personal information configuration settings for editing a user profile" caption-side="top"}
Field Definition
Restrict Access to IP IP address to restrict access to when trying to use the customer portal under the associated user profile.
Expire password in (only for users in accounts that do NOT use IBMid for authentication) Amount of time in which a password should be associated with the user profile before a new password must be selected.
Parent user User account that is considered the parent user of the user profile. The parent user default is the primary account ID.
Require security questions? Select this check box when security questions should be required during login. If this box is selected, security questions are required for the user profile.
VPN Password Password to be used for VPN access. Click the Use Portal Password for VPN check box to use the customer portal password to access {{site.data.keyword.BluSoftlayer_notm}} infrastructure network through VPN.
{: caption="Table 2. Log in settings configuration settings for editing a user profile" caption-side="top"}
Section Field Definition
API Access Information Allowed IPs IP addresses permitted to authenticate to the API with the unique API key associated with the user profile
User Notification Subscriptions Billing Select the Billing check box to receive an email invoice after it is created.
Security questions Security question When editing your profile, this is the question that you must answer to log in when security questions are activated for your profile.
Security answers Answer Case-sensitive answer to the applicable security question.
{: caption="Table 3. Other configuration settings for editing a user profile" caption-side="top"}
After you submit edits to a user profile, the changes are applied immediately. You can change the user profile again at any time by repeating the previous steps.

See Switching to IBMid for more information about setting up an IBMid account.

Editing a user's customer portal permissions

{: #cp_editusercpperm}

User permissions in the customer portal are set by the account administrator when the user is added and can be edited at any time by an authorized user. You can edit your own user profile and, if you're an administrative user, some fields of the user profiles for users that you added. Permissions are divided into five tabs: support, devices, network, services, and account. You can update the permissions for one user at a time and you must save your changes for them to become active.

Use the following steps to edit a user's customer portal permissions.

  1. Access the customer portal by using your unique credentials.
  2. Select Account > Users from the navigation bar.
  3. Click the user name of the user to access the user profile.
  4. Click the Permissions icon to access the Permissions window.

You might get a message indicating that changes haven't been saved to the user profile. If no changes have been made to the profile, click through to discard changes and access the Permissions window. {: tip}

  1. Select the permissions:
  • To set quick permissions, select the permission set from the Quick Permissions list. After you select a permission set, each permission that is associated with the set is displayed in orange text with an orange arrow pointing to the check box. Then, click Set Permissions for each tab.
  • To set individual permissions, select or deselect each check box on the tabs to update the user's permissions. Click Select All Permissions or Deselect All Permissions on any tab to select or deselect all permissions at once.
  1. Click Edit Portal Permissions to submit changes and update the user's permissions.
  2. To reset the user's permissions to the original settings instead of saving them, click Reset Permissions. Click Cancel to cancel the changes and return to the Users window.

User permissions are updated immediately after you submit the changes. If permissions have been granted, the user can view or interact with the selected features. If permissions have been removed, the user can't view or interact with the selected features. Permissions can be updated again at any time by repeating the previous steps.

Adding external authentication for a user

{: #cp_addextauthuser}

From the customer portal, you can activate external two-factor authentication (2FA) to add protection when you log in to the portal. This extra layer of security protects the account from unverified access, ensuring devices, data, and account information are protected. See Setting up two-factor authentication for more information.

Changing a user's status

{: #cp_changeuserstat}

Your status in the customer portal determines your accessibility to the customer portal. Status categories that you can update on the account include Active, Disabled, and VPN Only. Your status might be changed for various reasons and the status can be updated at any time. Customer status categories include those that users can update and those that are updated automatically. They include:

Active
The user has full access to the customer portal and VPN based on permissions that are set by the account administrator. This status might be manually selected or changed at any time.
Disabled
The user doesn't have access to any permissions or subscriptions on the account, including customer portal and VPN. If the status category is set to disabled by another user on the account, this status can be manually selected or changed at any time.
VPN Only
The user has full access to VPN connectivity, based on his or her permission set, but can't access the customer portal. This status can be manually selected or changed at any time.
Inactive
The user hasn't accessed the customer portal or VPN in the last 60 days. This is a system-generated status.
cancel_pending
An administrator on the account has canceled this user and the cancellation is being processed. This is a system-generated status.

Use the following steps to change a user's status in the customer portal.

  1. Access the customer portal by using your unique credentials.
  2. Select Account > Users from the navigation bar.
  3. Select Change User Status from the Actions list.
  4. From Status list, select the appropriate status according to the definitions in the previous list.
  5. Click Save.

After you update a user's status, changes to customer portal accessibility align with the new status.

Editing a user's VPN access

{: #cp_edituservpnaccess}

When a new user is added to a customer portal account, VPN access is selected from various connection methods, including SSL, PPTP, or a combination of the two. With VPN access, the private network can be accessed in its entirety or network access can be limited to one or more specific subnets. You can manage and update VPN access at any time from the Users window. Use the following steps to edit a user's VPN access.

  1. Access the customer portal by using your unique credentials.
  2. Select Account > VPN Access from the navigation bar.
  3. From the VPN Access column for the user, click the current VPN access type link to display the VPN Access window.
  4. From the VPN Type list, select a VPN method (SSL, PPTP, SSL and PPTP, or none) to assign the user.
  5. Indicate how you want to manage the Subnet Access:
  • Select Auto to automatically manage subnet access
  • Select Manual to manually manage subnet access and then select the Grant Access check box for each subnet you want the user to access. Be sure to clear any check boxes for subnets that you don't want the user to access.
  1. Click Save.

After you update a user's VPN access, their permissions are updated and the VPN Access column displays the updated VPN access method, if applicable.

Activating or deactivating VPN access

{: #cp_pptpvpn}

You can activate PPTP VPN to form a secure tunnel to the {{site.data.keyword.BluSoftlayer_full}} infrastructure private network that uses specialized client software that runs on your desktop or dedicated device. You can use PPTP if you need to connect your entire office or if you can't use the SSL VPN solution.

You're allotted one PPTP connection with extra connections available. You can request support to enable unlimited PPTP access, which is available at no extra charge. Use the following steps to activate or deactivate PPTP VPN access:

  1. Access the customer portal by using your unique credentials.
  2. Select Account > VPN Access from the menu bar.
  3. From the VPN Access column for the user, click the current VPN access type link to display the VPN Access window.
  4. From the VPN Type list, select a VPN method (SSL, PPTP, SSL and PPTP, or none) to assign the user.

Selecting email notifications

{: #cp_select-email-notifications}

You can select which email notifications you want to receive from {{site.data.keyword.BluSoftlayer_notm}} infrastructure, and which you don't. By default, you receive all email notifications but you can change them at any time. To change your email notification settings, use the following steps:

  1. Access the customer portal by using your unique credentials for the account that is associated with the email address that receives notifications.
  2. Click Account > Users > E-mail Preferences from the menu bar.
  3. From the list of notification types, clear any notifications that you no longer want to receive.

Your changes are saved automatically. These settings affect the emails that are sent to you, however, they don't affect the email notifications of any other users on your account.

Setting the EU Supported option

{: #cp_seteusupported}

You can indicate that you want support exclusively from a support team that is physically located in the European Union (EU). You can select this option when you set up your account or when you update your existing account. To set the EU Supported option, use the following steps:

  1. Access the customer portal by using your unique credentials.
  2. Click Account > Manage > Company Profile from the menu bar.
  3. Select the EU Supported check box.
  4. Click Request Profile Update.

If the EU Supported option isn't available, you might have users in your account with PPTP VPN access enabled. Disable the PPTP VPN access for all of the users in your account first to enable the EU Supported option. For more information, see Activating or deactivating PPTP VPN access.

For more information about implementing the EU Supported option when you open a support ticket, see Requesting support for resources in the European Union.