Manage access to your customers

Learn how to manage access to your customers' Snow Atlas system. How your access to your customer's Snow Atlas system is managed depends on if you are a partner, or a Managed Service Provider (MSP) partner.

For customers who have set up your access to their Snow Atlas system in External access, as a partner, your authorized users' access to their system is determined by how the customer configures Role management in External access. For more information, see Set up external access.

For managed customers, as an MSP partner, your authorized users' access to the customers' Snow Atlas system is determined by how you manage access and roles in Partner access. For more information, see Add or remove authorized MSP partner users, and Manage roles for authorized MSP partner users.

Sign in to customers' Snow Atlas system

To sign in to a customer's Snow Atlas system, the access status for the customer must be enabled, and you must be listed as an authorized user. For more information, see Add or remove authorized partner users, or Add or remove authorized MSP partner users.

1. In Partner access, go to the row for the customer whose system you want to access.

2. Do one of the following:

   • Select Sign in from that row.

   • Select the customer domain, and then in Customer information, select Sign in.

   A banner at the top of every page that you access shows at the upper-left corner that you are signed in with Partner access. At the upper-right corner, the banner shows the name of the customer whose system you are signed in to.

Return to Partner access

You can only be signed in to one system at a time.

To return to Partner access, you must leave the customer's system.

1. Go to the banner at the top of the page which indicates at the upper-left corner that you are signed in with Partner access.

2. Select the arrow to the left of Partner access.

   You leave the customer's Snow Atlas system and return to Partner access in your organization's Snow Atlas system.

tip

To sign out of Snow Atlas, you can go to User profile and select Sign out.

View information on customers' Snow Atlas system

You can view information about the customer's Snow Atlas system and your access to it.

1. In Partner access, go to the row for the customer whose system information you want to view.

2. Select the customer domain.

Add or remove authorized partner users

To sign in to a customer's Snow Atlas system, you must be listed as a user who is authorized to access their system.

The Authorized users list that you select from includes all the users in your own organization's Snow Atlas system.

To add or remove authorized partner users, you must have the System Administrator role, or a custom role which includes the permission id.tenantconsents.crud.

1. In Partner access, go to the row for the customer for whom you want to add or remove authorized users.

2. Select the customer domain.

3. In Customer information, you can set the users who are authorized to access that customer's system in Authorized users. Do any of the following:

   • To add users, select them from the Authorized users list.

   • Remove users from the list.

   Your changes are saved automatically.

4. Do one of the following:

   • If you are one of the authorized users, and want to sign in to the customer's system, select Sign in.

   • If you are not added as an authorized user, or do not want to sign in, select Cancel.

Add or remove authorized MSP partner users

To sign in to a managed customer's Snow Atlas system, you must be listed as a user who is authorized to access their system.

The Authorized users list that you select from includes all the users in your own organization's Snow Atlas system.

To add or remove authorized MSP partner users, you must have the System Administrator role, or a custom role which includes the permission id.tenantconsents.crud.

1. In Partner access, go to the row for the customer for whom you want to add or remove authorized users.

2. Select the customer domain.

3. In Customer information, select Manage access and roles.

4. Select Add/Remove users.

5. In Authorized users, do any of the following:

   • To add users, click in Authorized users, and select them from the list that appears.

   • To remove users, select the cross next to the users that you want to remove.

   Your changes are saved automatically.

6. Select Close.

If you want to manage the roles for your authorized users, see Manage roles for authorized MSP partner users.

Manage roles for authorized MSP partner users

If you are the MSP partner for a managed customer, you can configure your authorized users' access to the customer's Snow Atlas system. You can select roles from the default roles, and the custom roles created in your organization's Snow Atlas system.

tip

To ensure you can distinguish between roles assigned to your users from your organization's Snow Atlas system, and roles assigned to your users by your customers to access their Snow Atlas system, we recommend that you make this distinction when naming custom roles created in your organization's Snow Atlas system.

To manage roles for MSP partner users, you must have the System Administrator role, or a custom role which includes the permission id.tenantconsents.crud.

1. In Partner access, go to the row for the customer for whom you want to manage the roles of authorized users.

2. Select the customer domain.

3. In Customer information, select Manage access and roles.

4. Do one of the following:

   • If you want your authorized users to have full access to the customer's system, leave the Enable role management toggle turned off.

   • If you want to assign roles to your authorized users:

     1. Turn on the Enable role management toggle.

        If you do not assign any roles to the authorized users, they have no permissions in the customer's Snow Atlas system.

     2. In Users with access, select the users whose roles you want to manage.

     3. Select Actions, and then Manage roles.

     4. Add or remove the roles for the selected users as required.

     5. Select Confirm.

5. Select Confirm.