How to Manage the “User Access" Feature

The User Access feature allows you to delegate tasks and responsibilities by granting dashboard access to trusted team members or other V2 Cloud users. This functionality is ideal for sharing access with employees, contractors, or partners while maintaining control over permissions.

Creating a New User Access

To grant access to your dashboard:

1. Navigate to User Access

• On the left-hand navigation panel, click on User Access.

2. Add a New User Permission

• Click the Add New User Permission button.
• Fill in the required user details in the form.

3. Assign a Role

Choose from two role types:

1. Operations Manager

• Available for both parent and sub-accounts.
• Grants administrative access to operational areas of the dashboard:
  • Computers
  • Manage Computers
  • Users
  • AD Connectors
  • SSO Connectors
  • Storage
  • Pools

2. Accounting Manager

• • Available for parent accounts only.
  • Grants administrative access to billing-related areas:
    • Invoices
    • Subscriptions
    • Cards
    • Payments

Note: Additional user roles and permissions will be added in future updates to provide even more flexibility and control.

Switching to a Permissioned Account

Once access has been granted, the invited user can easily switch between their own dashboard and the shared account.

1. Go to the dashboard.

2. Open the Account Dropdown on the left navigation panel.

3. Under the Switch Accounts section, select the newly permissioned account.

4. You will now be operating within the granted account with limited admin permissions based on your assigned role.

Managing User Access

You can view, update, or revoke access for users who have been granted permission to your dashboard.

How to Manage User Access:

1. Navigate to the User Access Page

• • Click on User Access from the left-hand navigation panel.

2. View Access List

• A table will display all users who currently have access to your account, along with their assigned roles.

3. Manage Permissions and Access

• If you are on the parent account, you can:
  • Edit permissions by selecting the role dropdown and updating the user’s access level.
  • Remove access by clicking the Delete button under the actions dropdown
• If you are on a sub-account, you can:
  • Remove access by clicking the Delete button under the actions dropdown