Manage User Access in the Partner Dashboard

This guide explains how to manage permissions and access for users in the Partner Dashboard.

Step 1: Log in to the Partner Dashboard

Log in to your Partner Dashboard using your administrator credentials.

Only users with administrative privileges can manage other users’ permissions.

Step 2: Navigate to Users

Once logged in:

1. Click Admin in the dashboard menu.

2. Select Users.
   
   

You will see the Users page, which displays all users who currently have access to the partner dashboard.

This section will show:

• Total number of users

• List of existing users

• User roles and access status
  
  

Step 3: Select the User to Manage

To update permissions:

1. Click the name of the user you want to manage.

2. The system will open the User Details page.
   
   

This page contains the user’s profile information.

Step 4: Manage User Privileges

After the Details section, you will see the Permissions or Privileges section.

This section allows you to control what the user can access or manage in the dashboard.

You can enable or disable access to the following features:

• Manage Account Settings
  Allows access to Admin > Account Settings, including payment and disbursement information.
  
  

• Manage Application Settings
  Allows editing of Terms and Conditions and geographic restrictions.
  
  

• Manage Customers
  Allows access to Customers > Renters. Users can view customer lists, edit customer information, and unassign or delete customer mailboxes.
  
  

• Manage Developer Access
  Allows access to API keys under Admin > Developer Access.
  
  

• Manage Mail Settings
  Allows editing forwarding offerings and supported carriers.
  
  

• Manage Mailboxes
  Allows users to add mailboxes and modify mailbox statuses under Mailroom > Mailboxes.
  
  

• Manage Marketing Settings
  Allows access to ATMB marketing materials.
  
  

• Manage Profile Settings
  Allows editing site profile information such as physical address and customer address format.
  
  

• Manage Service Plans
  Allows modification of service plans or creation of new plans.
  
  

• Manage Shipments
  Allows access to shipment management features.
  
  

• Manage Users
  Allows the user to edit privileges of other users and create new users.
  
  

• View Resource Articles
  Allows access to ATMB resource articles and announcements from the dashboard.
  
  

Step 5: Save the Permission Changes

Once you have selected the appropriate permissions:

1. Check or uncheck the privileges you want the user to have.

2. Click Update.
   
   

The system will automatically apply the updated permissions to the selected user.

Best Practices

• Only grant Manage Users access to trusted administrators.

• Limit access to sensitive settings such as Account Settings and Developer Access.

• Review user permissions periodically to ensure they match current responsibilities.