Create, edit, or delete a user in PMC
Partners can create Partner and SSO Admin users.
Resellers can create Reseller and SSO Admin users.
MSP Partners can create MSP Partner and SSO Admin users.
Create a new user
- In the lower-left corner, click your account profile > Account info.
- Open the Users tab.
- In the upper-right corner, select +.
- Enter a username and email.
- Select the appropriate user role from the dropdown.
- (Optional) Set an expiration date.
- Choose whether to receive customer messages.
- Select Create to save the new user.
Edit a user
- In the lower-left corner, click your account profile > Account info.
- Open the Users tab.
- Hover over the user and select the gear icon.
- Update the name, email, user role, and/or expiration date.
- Select Update to save your changes.
Delete a user
- In the lower-left corner, click your account profile > Account info.
- Open the Users tab.
- Hover over the user and select the trash icon.
- Confirm the action by selecting Delete.
Create a custom property
You can set one custom seat limit for each connector type. The seat limit can take effect immediately or it can be scheduled for the future.
If a custom seat limit is active, you will see a green custom label near the connector type.
- On the Accounts page, point to the customer account, click ••• > Edit.
- Select the Service tab > Product info.
- Under Custom properties, click +Add custom property.
- Select a property name.
- Enter a value.
- Choose an activation date.
- Click Create.
Schedule a new version of your custom property
You can create multiple versions of your custom property in case seat limits need to change in the future.
- On the Accounts page, point to the customer account, click ••• > Edit.
- Select the Service tab > Product info.
- Under Custom properties, point to the property and click the gear icon.
- Enter a new value and new activation date.
- Click Save.
Tip: To see a list of all versions, select the All versions tab.
Make changes to your custom property
Editing active versions of custom properties
You cannot edit a custom property that is active. To modify the seat limit, schedule a new version for the nearest date. (See: Schedule a new version of your custom property)
Editing scheduled versions of custom properties
Seat limit value:
- If there is no active version, you can change the seat limit. Enter a new value and click save. The version will be updated.
- If there is an active version, you cannot change the seat limit value. In this case, delete the one you want to change and add a new version. (See: Schedule a new version of your custom property)
Activation date:
- If you want to change when a scheduled version comes into affect, first delete it and then add a new one. (See Delete a scheduled version of a custom property)
Important: Saving a new activation date of a scheduled version will create a new version, not update the current version.
Delete a custom property
Deleting a custom property will revert the property back to its standard settings. The change will come take effect at midnight.
Deleting an active or scheduled custom property will delete all past and scheduled versions.
Note: If you created a custom seat limit that took effect immediately, but want to change the start date, you must first delete the entire custom property and then add a new one with the new activation date.
- On the Accounts page, point to the customer account, click ••• > Edit.
- Select the Service tab > Product info.
- Under Custom properties, find the property and click the trash icon.
- Click Delete.
Delete a scheduled version of a custom property
You can delete a scheduled version of the property without deleting the entire custom property. You cannot delete a version that is currently active or past versions.
Deleting a scheduled version implies that the previous version will remain active until the next version takes effect.
- On the Accounts page, point to the customer account, click ••• > Edit.
- Select the Service tab > Product info.
- Under Custom properties, find the property and click the gear icon.
- In the All versions tab, click the trash icon for the value you want to delete
- Click Delete.