How to Assign Permissions to a User
Control what each user can access: the dashboard, organization sections, and subscriptions.
Permissions define what each user can see and do: whether they can enter the dashboard, which sections of their organization they manage, which subscriptions they can access, and which part of your partner operations you let them see.
They are configured from the Permissions tab on a user.
📘 What will you achieve?
A user with access adjusted to what they need: neither more nor less. From whether they can enter the dashboard to the details of each section, each subscription, and the partner operations.
Before you begin
You need to be logged in and have permission to manage users. Open the user (from Users, in their actions menu ⋮ > Permissions, or in the Permissions tab when editing them).
It works the same from Home and from an organization.
The main switch
At the very top you have Allow dashboard access?.
It is the master control:
Enabled — the user can log in to the dashboard. Below, you define in detail what they can see.
Disabled — the user does not enter the administration dashboard. Useful for someone who only uses a specific service (for example, a Remote Desktop) without managing anything.
With access enabled, the details are divided into two tabs: My organization and Partner permissions. Each one has its own switch to enable or leave it disabled.
My organization
Activate the block My organization (Enable switch) to define what the user can do in their own organization.
Each section has a dropdown with two levels:
Admin — manages that section.
No access — cannot see it.
The sections you control are Billing (usage, invoices, and payment method), Profile, Users, Contacts, Customization, Delete subscriptions, servers, or disks and Subscriptions.
Below, a table Services · Subscription · Permissions lets you fine-tune access to each subscription separately (Storage, Remote Desktop, Servers, DNS, and more), also with Admin or No access.
📘 Custom access
You can give Admin in some sections and No access in others, and the same subscription by subscription. This lets you build profiles as broad or as limited as you need.
Partner permissions
The tab Partner permissions controls which part of your operations as a Plenit partner you grant to that customer user. Activate it (Enable switch) and adjust each block with Admin or No access:
General — the main dashboard and the management of your customers' organizations, users, subscriptions, and events.
Go to Market — quotes, customer billing, rates, and resource customization.
Migrations — the migration tool.
🚧 Grant this carefully
Partner permissions opens parts of your partner operations. Give access only to what you really want that user to see, and leave the rest as No access.
Save
When you have the distribution the way you want it, save the changes. The user will then see and manage exactly what you have granted them.
Conclusion
With permissions, you decide the scope of each user on three levels: whether they enter the dashboard, what they do inside their organization (section by section and subscription by subscription), and which part of your partner operations you let them see. It is the tool for giving each person exactly the access they need.
Next steps
Does the user not exist yet? Create it in How to add users.
Edit, activate, or delete it in How to manage your users.
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