How to Create Portal User Accounts
Follow the steps below to create yourself an Admin account and repeat the steps for each MSP user that should be logging into ECHOplatform. No one should be logging in with the default partner credentials used for the initial sign in.
- At the ECHOplatform ribbon, click Preferences.
- Select Manage Portal Time-Out/Users from the Preferences drop-down menu.
- Click the Add User button.
- Complete the fields.
- Type a unique Username.
- If a username is already in use, the following notice is displayed.
- Type a password.
- The following password requirements are displayed.
- The following password requirements are displayed.
- Type the Name and Email address in the relevant fields.
- If you are using Barracuda Cloud Control, and you already have an account then the email address and password need to match the Barracuda login.
- Select a role from the Role drop-down list. The roles are:
- Admin
- Access to all features of the ECHOplatform portal
- Full privileges to Barracuda Cloud Control.
- The user can Single-sign-On into Barracuda Cloud Control.
- The user can activate Barracuda Backup Appliances
- The user can provision and activate Barracuda Essential Services
- Tech
- Access to the ECHOplatform portal management section and backup related reporting
- Full privileges to Barracuda Cloud Control
- The user can Single-Sign-On into Barracuda Cloud Control.
- The user cannot activate Barracuda Backup Appliances
- The user cannot provision and activate Barracuda Essential Services
- Tech (Cannot Delete)
- Access to the ECHOplatform portal management section and backup related reporting, but cannot delete
- Access to Barracuda Cloud Control
- The user cannot activate Barracuda Backup Appliances
- The user cannot provision and activate Barracuda Essential Services
- Finance
- Access to the ECHOplatform portal billing section and billing related reporting.
- No access to Barracuda Cloud Control
- The user cannot activate Barracuda Backup Appliances
- The user cannot provision and activate Barracuda Essential Services
- Admin
- Type a unique Username.
- When complete, click Next.
- The Contact Details page is displayed with pre-filled fields. Make any necessary changes and then click Submit.
- The new user is displayed.
Note: If an employee User Account has been created in Barracuda Cloud Control prior to creating/synchronizing the account in ECHOplatform, when the account is synchronized, the user will have access to all Barracuda MSP customer accounts in Barracuda Cloud Control. This will happen irrelevant of whether they had access to all the accounts prior to the account being synchronized. |
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