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Giving a Customer Access to Multiple Accounts

Dashboard users added under the Account Settings in NinjaCat only have access to view that one account's data. But what if you want to give your customer access to view the dashboards of multiple  accounts? Fortunately, NinjaCat has the ability for you to give that level of access to one of your customers. You'll just need to add them as a user under the Setup Settings specifically limiting their permissions before adding them. This guide will walk you through limiting your customer's access to NinjaCat with User Roles, adding your customer as a user, and assigning which accounts you want your customer to have access to.

NinjaNote: To access the options of NinjaCat shown in this article your account must have a User Role that includes the permission "Manage Users". To change your permissions, please contact a NinjaCat admin from your team.

 

Section Links

Limiting NinjaCat Access with User Roles

Adding a New User

Assigning Which Accounts are Accessible

 

Limiting NinjaCat Access with User Roles

To give a customer access to more than one account you'll need to add them from the Setup Settings, which could potentially give them access and permissions in NinjaCat you may not want them to have. So before you add your customer as a user, it's important to first create a specific User Role that only has the permissions you want your customer to have in NinjaCat.

1. Go to the Setup Settings

2. Click on "Users" in the Setup sub-navigation bar

User_Roles_1.png

 

3. Click on the "Roles" tab under Users

User_Roles_2.png

 

4. From the Roles tab click the "Add Role" button near the top right

User_Roles_2.png

NinjaNote: Before clicking "Add Role" take a look at the existing Roles in your agency. One of your teammates may have already created a User Role with the permissions that you would like to give your customer.

5. Fill in all of the fields under Add Role

User_Roles_3.png

  • Name - the name of the role as it will display when creating or editing a User (this field is required)
  • Description - the help text which will be displayed on the right hand side of a User Role
  • All Permissions toggle switch
    • "On" (toggled right) - enables every available permission in NinjaCat ("Full Access") for this User Role
    • "Off" (toggled left) - makes the List of Available Permissions appear, from which you can enable the specific permissions you would like for this Role

NinjaNote: Follow the above link to view the List of Available Permissions. You can determine which permissions you need to grant your customers. (e.g. If you want your client to ONLY see the dashboard for multiple accounts the only permission they should have is "View Account Dashboards". It's generally a good practice to not give your customer any permissions with the word "Manage" in its title.

5. Click the "Save Changes" button near the bottom left

 

Adding a New User

Once you have identified or created a user role with the desired permissions, you can add your customer as a new user from the Setup Settings.

1. Go to the Setup Settings

2. Click on "Users" from the Setup sub-navigation bar

User_Roles_1.png

 

3. From the Users tab under Users click the "Add User" button near the top right

User_Roles_5.png

 

4. Fill in all the fields under Add User

Add_User_1.png

  • Name - the name of the user as it will display when they log in to NinjaCat (this field is required)
  • Email - the email address of the user you are adding. This is where their invitation to access NinjaCat will be sent (this field is required)
  • Roles (toggle switch) - which of your Agency's User Roles, which determine level of access and permissions, you would like to assign to this user
    • "On" (toggle right) - adds the role to the user
    • "Off" (toggle left) - removes the role from the user

 

Assigning Which Accounts are Accessible

Before inviting your customer to NinjaCat you'll want to specify which accounts you want them to have access to. Use these steps to add or remove your customer's access to accounts.

 

Screen_Shot_2020-02-03_at_4.17.10_PM.png

  • Accessible Accounts - choose which accounts in your NinjaCat Agency you would like this user to be able to access
    • Full Access (toggle switch)
      • "On" (toggle right) - allows user access to all of the accounts in NinjaCat
      • "Off" (toggle left) - limits the user's access to only the accounts shown in the Selected list
    • Search - will filter which accounts are shown in the Available list
    • Available list - all the accounts in your Agency available to be added to the Selected list
    • Selected list - all the accounts in your agency that are currently accessible to this user
    • Add All - will add all of the accounts currently displayed in the Available list to the Selected list
    • Add - will add all accounts selected with a blue check mark under the 'Available' list to the the Selected list
    • Remove - will remove all Accounts selected with a blue check mark under the Selected' list, removing this user's access to those accounts.
    • Remove All - will remove all of the accounts currently in the Selected list

5. Click the "Invite User" button near the bottom left of the page to email the user an invitation to use NinjaCat

 

<<< Managing a Customer's Access to a Dashboard            Separate User Pools By Domain >>>

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