Add a New User to a Customer Portal Account

Overview

Every account allows one or more users to interact with the products and services associated with the account. Users may be added or deleted at any time. Follow the steps below to add an account.

Add a User

  1. Access the Customer Portal using your unique credentials.
  2. Select Users from the Account menu.
  3. Click the Add User link.
  4. Complete each field in the Personal Info section. Refer to the table below for more information.
     
    Field Entry
    Status Access status for the new user
    Username Username to be used when accessing the Customer Portal
    First Name User's first name
    Last Name User's last name
    Email Address User's preferred email address for Customer Portal communication and notifications
    Time Zone User's preferred time zone, usually based on the user's primary location
    Phone, Alt Phone User's preferred phone number for contact, if desired
    Street Address Preferred street address for user
    Note: Click the Use Default Company Information check box to populate the company's address in this section.
    City City associated with the street address
    Country Country associated with the street address
    State/Province State or Province associated with the street address, if applicable
    ZIP/Postal Code ZIP or Postal Code associated with the street address
  5. Complete each field in the Log In Settings section. Refer to the table below for more information. For users in accounts that use IBMid for authentication, those users update their passwords in their IBMid profiles by following the instructions under "Sign In".
     
    Field Entry
    User Editable? Edit settings for the user
    Restrict Access to IP IP Address for restricted access, if applicable
    Expire Password In:
    (only for users in accounts that do NOT use IBMid for authentication)
    Increment of time when the password will expire
    Require Security Questions? Security question requirement, if applicable
    Portal Password, Confirm Password
    (only for users in accounts that do NOT use IBMid for authentication)
    User's initial password for accessing the Customer Portal
    VPN Password, Confirm Password User's initial password for accessing SoftLayer's Private Network via VPN
    Note: Click the User Portal Password for VPN check box to sync the Customer Portal and VPN passwords.
  6. Click the Add User button to add the user. Click the Cancel button to cancel the action.
  7. Click the Permissions icon, indicated by a user figure with a lock.
  8. Update the User Permissions on all tabs for the new user.
    Note: Select an option from the Quick Permissions drop down list to view recommended permission sets for three types of users. Click the Set Permissions button to select the recommended permissions set, or customize the user's accessibility by selecting individual options on each tab available.
  9. Click the Add Portal Permissions button to add the permissions. Click the Reset Permissions button to reset permissions for the user. Click the Cancel button to cancel the action.
  10. Click the Device Access icon, indicated by three servers.
  11. Click the Device check box for each device the user may access.
  12. Click the Update Device Access button when all desired devices have been selected. Click the Cancel button to cancel the action.

What Happens Next

You will receive an email with links and information to guide you through setting up an IBMid for authentication into this account. The steps can include creating a new IBMid, if the account is using IBMid for authentication. The invitation expires in 7 days, but you can contact your administrator to resend the invitation.
 
For all other authentication cases, after adding the new user, the user may log into the Customer Portal at any time to work with various products and services associated with the account. At any time, the user may be deactivated.