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Document domain restrictions and deleting users from EP #3408
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@@ -17,31 +17,60 @@ To control customer access to the Enterprise Portal: | |
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| [View a larger version of this image](/images/enterprise-portal-access-toggle.png) | ||
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| * Go to **Customers** and select the target customer. On the customer's page, go to **Manage Enterprise Portal Access** and enable or disable the **Enterprise Portal access** toggle to control if the customer has access to the Enterprise Portal or the Download Portal. | ||
| * Go to **Customers** and select the target customer. On the customer's page, go to **Enterprise Portal access** and enable or disable the **Enterprise Portal access** toggle to control if the customer has access to the Enterprise Portal or the Download Portal. | ||
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| [View a larger version of this image](/images/customer-enterprise-portal-access-toggle.png) | ||
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| ## Configure Allowed Domains for User Invitations | ||
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Contributor
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. ^ added new section to the page with the rest of the info about managing per-customer EP access |
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| You can restrict user invitations for a customer's Enterprise Portal to specific email domains. When you add allowed domains for a customer, only users with allowed email domains can be invited to the Enterprise Portal. | ||
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| To configure allowed domains for a customer's Enterprise Portal invitations: | ||
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| 1. In the Vendor Portal, go to **Customers** and select the target customer. | ||
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| 1. On the customer's page, go to **Enterprise Portal access**. In the **Authentication** section, enable the **Domain Restrictions** toggle. | ||
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| [View a larger version of this image](/images/enterprise-portal-domain-restrictions.png) | ||
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| 1. In the text box, enter a domain to add to the allowlist. Click **Add domain**. Add more domains as needed. | ||
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| ## Invite Users | ||
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| This section describes how to invite users to the Enterprise Portal using the Vendor Portal. Your customers can also invite users to the Enterprise Portal from the Enterprise Portal **Team settings** page. For more information, see [Manage Users](enterprise-portal-use#manage-users) in _Access and Use the Enterprise Portal_. | ||
| This section describes how to invite users to the Enterprise Portal from the Vendor Portal. Your customers can also invite users to the Enterprise Portal from the Enterprise Portal **Team settings** page. For more information about using the **Team settings** page, see [Manage Users](enterprise-portal-use#manage-users) in _Access and Use the Enterprise Portal_. | ||
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| To invite users to the Enterprise Portal: | ||
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| 1. Enable access to the Enterprise Portal for the customer. See [Manage Customer Access to the Enterprise Portal](#manage-ep-access) above. | ||
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| 1. (Optional) Customize the Enterprise Portal invitation email. For more information, see [Configure Invitation and Notification Emails](enterprise-portal-configure#configure-customer-emails) in _Customize the Enterprise Portal_. | ||
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| 1. In the Vendor Portal, go to either **Enterprise Portal > Access** or to **Customers > [Customer Name] > Manage Enterprise Portal Access**. Then, click **Invite user**. | ||
| 1. In the Vendor Portal, go to either **Customers > [Customer Name] > Enterprise Portal access** or **Enterprise Portal > Access**. Then, click **Invite user**. | ||
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| [View a larger version of this image](/images/vendor-portal-enterprise-portal-invite-user.png) | ||
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| 1. In the **Invite user** dialog, for **Customer**, select the customer from the dropdown where the user is associated. | ||
| 1. In the **Invite user** dialog, for **Email**, enter the user's email address. | ||
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| If the dialog includes a **Customer** dropdown, select the name of the customer where the user is associated. | ||
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Contributor
Author
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. ^ slight edit here because you'll only see that Customer dropdown in the Invite user dialog if you are accessing it from the Enterprise Portal section of the Vendor Portal (and not if you are going through the Customer page) |
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| [View a larger version of this image](/images/enterprise-portal-invite-user-dialog.png) | ||
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| 1. For **Email**, enter the user's email address. | ||
| 1. Click **Send invite**. | ||
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| ## Delete Users | ||
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Contributor
Author
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. ^ also noticed we didn't have info about deleting users. added this + a screenshot |
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| To delete users from the Enterprise Portal: | ||
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| 1. In the Vendor Portal, go to **Customers > [Customer Name] > Enterprise Portal access**. | ||
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| 1. In the **Customer users** table, find the target customer and open the dot menu. Click **Delete**. | ||
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| 1. Click **Send invite**. | ||
| [View a larger version of this image](/images/enterprise-portal-delete.png) | ||
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^ noticed that the UI now has "access" lowercased in the Enterprise Portal access tab