Objective

As you have created the users for your customer’s organization. Now, you can view the list of the users for your Customers’ Organization and assign the services as well.

How Do I Get There?

Log in to your “CloudBlue” Account using your credentials.
You will be redirected to your Dashboard

 

How Do I Assign Services to Customer’s Users?

• Once you are logged in there, navigate and click on Entities > Organizations.

• You will get the list of the Customers’ organizations available in your account.

 

• Select the organization by clicking on its name.

 

• You will be able to see the selected customer’s organization information under General Properties

 

• Now scroll down and click on List Users button at the right bottom side of the window.

 

• You will get the list of the users available for the selected customer’s Organization.
• Click on the user’s name to view the details of the user.

 

 

• Here you will get two options to assign the services, either click on + icon under Services column or click on Assign Services

 

• Select the service you want to assign from the list of Available Services.

 

• Click on Save and Continue button at the bottom right corner.

 

• Select the Domain (In case of Office 365) and click on Proceed.

 

• Provide User Information, select the service and click on Proceed button at the bottom right corner.

 

• Review the Summary and click on Save

 

• Service(s) will be assigned to the selected user of the customer’s organization.

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