Technology Blog

My Networking Portal - Account Management

by Dave Gough ‎01-26-2017 02:02 AM

Account Management Overview

MyNetworking portal supports a many-to-many relationship between companies and people. A person can belong to more than one company and a company can have more than one person. A person can have a different role at each company.  Licenses and products belong to the company and all the people can view the licenses and products.

Roles

There are three roles in MyNetworking portal:

  • Administrator
  • User
  • Reseller

An Administrator can:

  1. see all screens in MNP
  2. invite people to the account
  3. make updates to the people at the account such as change their role or remove them from the account
  4. accept requests to transfer assets to their company
  5. initiate the transfer of assets to another company

People with the role of User can see all the screens on the home page, however the following links have been disabled:

  1. Manage Users
  2. Create Company
  3. Transfer Assets

A User will not see the Transfer Assets link in the View Licenses section.

The Administrator will define the screens a Reseller will see in MNP when they issue the invitation to join the company.  The term “reseller” doesn’t necessarily mean this person has to be a reseller. The wider definition would be any person who needs access to a company to perform specific tasks and who does not participate in account management. Like a User, a Reseller cannot manage users, create companies or transfer assets.

Account Management screens

Edit Profile screen

There are three screens in MNP used to manage your account:

  1. Edit Profile
  2. Manage Users
  3. Create Company

Use Edit Profile to make edits to your HPE Passport account such as User ID (usually your email address), change your password or change preferences such as language.

The Change company information link is used to make updates to your company name and address within MNP.

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Manage Users screen

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In the Manage Users screen, an Administrator can add/edit/delete other administrators and users from the My Users tab.

Warning: Inviting a person with an existing MNP user account to be an admin at your company from this screen will remove them from their default account. Use Create company to add them to your company and keep them at their default account.

The My Resellers tab is used to add/edit/delete other people to the account. The reseller role can be used to restrict access to specific areas in MNP such as My Licenses or My Software.

All the companies you are associated with are listed in the My Accounts tab. Your default/primary account can be identified by the “>>” icon.  You can use this link to request changes to your access or to be removed from the account. NOTE: If you are the only Administrator at the company, you must add another administrator prior to being removed.

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You can request access to another account by completing the Request access to manage other company account form found at the bottom of the My accounts tab.

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Create company screen

The create company screen has a dual role. You can create a new company and assign the administrator, or you can add more administrators to your company.

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Account Management How To

Add an Administrator to your company

You can add a person to a company where you are an administrator using 1 of 3 methods.

Method 1 (Recommended): This method will bypass the invitation process so be sure to confirm the proposed administrator is aware they are being added to your account.

For existing MNP users, the person is added to your company and remains associated to their current company.

For people new to MNP, a user account will be created for them as part of this process.

  1. Log in to the account where you wish to add an administrator.
  2. Select Create Company
  3. Enter the email address of the person who will be added as an administrator

    a/. If the person is new to MNP please enter their first and last name.
    b/. If the person has an MNP account their name will be auto-populated.
  4. Check the box that instructs MNP to “Add user directly as administrator to logged in company.” This will autofill the company name and address in the Company Information
  5. Click the Submit

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Method 2: Inviting a person to become an administrator to your account using this method uses an invitation and acceptance process.

For existing MNP users, the person is moved to your company and removed from their existing default company.

For people new to MNP, a user account will be created for them as part of this process.

  1. Log in to the account where you wish to add an administrator.
  2. Select Manage users, the My user's tab will be active.
  3. Enter the first name, last name and email address of the person who will be invited to join your company as an administrator
  4. Select “Admin” for the Account role and click the Send Invitation
  5. A confirmation code will be displayed on the screen and an email will be sent to you with the confirmation code. You must provide this confirmation code to the invited administrator.8.JPG
  6. When the invited administrator logs in to MNP, they will see a screen where they can Accept or Reject the invitation. They may also choose to delay their decision. The invitation will expire after 15 days.

    To Accept (or Reject) the invitation, the person will enter the confirmation code, choose the desired action and click the Submit button.

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Method 3: If the person is already a User at your company you can promote them to Admin.

  1. Log in to the account where you wish to edit a User’s role
  2. Select Manage users, the My user's tab will be active. All the people with User or admin role are listed.

    If you have any outstanding invitations the confirmation code will be displayed in the Confirmation code column. The confirmation code will expire after 15 days or you can cancel the invitation.10.JPG
  3. Click the “>>” Select icon to the right of the person to be promoted.  Change the Role from User to Admin and click the Save button.11.JPG12.JPG
  4. The person will receive an email informing them of the change to their role.13.JPG

Invite a person to be a User at your company

Inviting a person to become a User at your company uses an invitation and acceptance process.

For people new to MNP, a user account will be created for them as part of this process.

  1. Log in to the account where you wish to add an administrator.
  2. Select Manage users, the My user's tab will be active.
  3. Enter the first name, last name and email address of the person who will be invited to join your company
  4. Select “User” for the Account role and click the Send Invitation button.14.JPG
  5. A confirmation code will be displayed on the screen and an email will be sent to you with the confirmation code. You must provide this confirmation code to the person you are inviting to be a User.15.JPG
  6. An invitation and instructions will be sent to the User candidate. The instructions include a Register me link to create an MNP account.16.JPG
  7. When the customer first logs in to MNP they will see a screen where they can Accept or Reject the invitation. They may also choose to delay their decision. The invitation will expire after 15 days.

    To Accept (or Reject) the invitation, the person will enter the confirmation code, choose the desired action and click the Submit button.

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Invite a person to be a Reseller at your company

Inviting a person to become a reseller at your company uses an invitation and acceptance process. The person must have an MNP user account.

  1. Log in to the account where you wish to add an administrator.
  2. Select Manage users, then select the My resellers
  3. Enter the first name, last name and email address of the person who will be invited to join your company.
  4. In the Access list, check the screens you would like the person to see at your company.  Click the Send invitation button to complete the invitation.18.JPG
  5. A confirmation code will be displayed on the screen and an email will be sent to you with the confirmation code. You must provide this confirmation code to the person you are inviting to your company.19.JPG
  6. The invitation record will be displayed in the My reseller list. The confirmation code will be stored for your reference until it either expires, is cancelled or the reseller accepts/rejects the invitation. You can edit the proposed screen access by clicking the “>>” select icon to the right of the record.20.JPG
  7. An invitation and instructions will be sent to the Reseller candidate.21.JPG
  8. When the customer next logs into MNP they will see a screen where they can Accept or Reject the invitation. They may also choose to delay their decision. The invitation will expire after 30 days.

    To Accept (or Reject) the invitation, the person will enter the confirmation code, choose the desired action and click the Submit button.22.JPG23.JPG

Note: Now that the person is associated with their own account and the new account, they will be presented with a choice of their two accounts each time they log in to MNP.

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How to create a new company and add an administrator

The Create a company allows you to create a new company and add an administrator to that company. You can also use this screen to add more administrators to you company.

  1. Log in to MNP and select Create company from the home page
  2. Enter the email address of the person who will be the administrator at the new company.

 

In some cases, you may want to create a new company and add yourself and another person as an administrator. Always add yourself first so that you have admin access to the new account and have the ability to add more people.

 

If the person is an existing MNP customer, their name will be auto-populated. Otherwise, enter their first and last name.

  1. Enter the new company information and click the Submit25.JPG

    You will see this confirmation message:26.JPG

  2. Sign out of your current account and log in to MNP. Select the new company and click the Select27.JPG
  3. Return to the Create company
    a. Enter the email address of the next person to be an administrator at the account.
    b. Check the box named “Add user directly as administrator to logged in company” and click the Submit
    c. Repeat steps a and b until all admins are added to the company.

Request access to another company

If you know the name and administrator email address you can request access to another account. This functionality allows you to initiate an invitation to yourself to join the company.

  1. Log in to MNP, select Manage users
  2. In the My accounts tab, scroll to the bottom of the page
  3. In the section labelled Request access to manage other company account enter the company name you wish to join and the administrator’s email address.
  4. Select the MNP screens you would like to be able to access and click the Submit
  5. If the administrator is associated with multiple companies, you will be asked to confirm which company you want to join.
  6. The company will be added to your list of accounts in a Pending status. The request will expire in 30 days and you can cancel it anytime.
  7. The administrator will receive an email with a confirmation code that states an invitation has been extended to you to join their company. You will need to confirmation code from the administrator to complete the process.

 

Edit Admins/Users and Resellers

Administrators have the ability to edit the users who are associated with their company.

  • Administrators can be changed to Users or removed from the company.
  • Users can be changed to Administrators or removed from the company.
  • Resellers screen access can be updated or they can be removed from the company.
  1. Log in to MNP and select Manage users
  2. Locate the person whole role will be edited. They will be in the My users or My resellers tab depending on their current role.
  3. Click the “>>” select icon next to the record to be updated. This will open a window where you can edit and Save the record.

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Comments

Excellent guide. A few questions:

 

1. How is the first Administrator assigned? Is it the first person gets associated with the customer account?

 

2. If the only Admin of a company leaves, how does a customer promote a new Admin user? Can they open a technical support case? Is the user required to have "manager" or equivalent in their title?

 

3. Can Administrators view all technical support cases, licenses, and products added by other Users or Resellers of the account?

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