Skip to main content

Customer Users

Customer users

Customer users are users at your customers' sites. Customer users' permissions are limited in scope. They can view and manage users and the instances of integrations that have been deployed to them, but they cannot view your other customers' resources.

Customer users can be granted permission to update instance configuration, so they can modify config variables and credentials tied to an instance on their own without requiring your direct support.

Customer user roles

Customer users can be granted one of two roles:

  • A customer admin can manage their users and the instances that have been deployed to them. Grant a customer user this role if you would like them to be able to deploy, modify, enable or disable instances of integrations deployed to them.
  • A customer member is a read-only account that can view information about users and instances that have been deployed to them. This is a good role for customer users who should be able to view logs, but who shouldn't be permitted to modify instances.
  • A customer that is created through an Embedded Marketplace is automatically assigned the marketplace admin role, and is permitted to deploy and manage integrations that are deployed to them. A marketplace user only has the ability to configure their own User level configuration for an instance. Note: marketplace users are not assigned credentials and cannot log in to Prismatic, except through the embedded integration marketplace.
AdminMemberMarketplace AdminMarketplace User
View Customer Usersxx
Manage Customer Usersx
View Instancesxxx
View Instance Logsxxx
Configure Instancesxx
Test Instancesxx
Configure ULCxx

Managing customer users

Only customer users with the admin role or organization users with integrator, admin, or owner roles can manage customer users.

To manage customers users in the web app, click Customers on the left-hand sidebar, select a customer from that list and open the customer's Users tab.

If you are a customer user with the admin role, click the Team Members link on the left-hand sidebar to manage your users.

Listing customer users

Users for a specific customer are listed on the main customer's Users tab. You can filter what users are shown by typing the name of a user into the search bar on the top of the page. You can also filter by email address by clicking the Filter link to the right of the search bar.

Filter customer users in Prismatic app

Adding a customer user

From the customer's Users tab, click the + User button in the upper-right. Select an appropriate role for the new user (see above for permissions), and provide a name and email address for the user.

Add customer user in Prismatic app

Changing a customer user's role, name, avatar picture or phone number

From the customer's Users tab, click the name of a user. Like organization users, you can change the role of a customer user under the Details tab. You can also change the user's name, avatar picture, or phone number under the Details tab.

Edit customer user in Prismatic app

Deleting a customer user

From the specific customer's Users tab, click the name of a user. Open the Details tab, and click the Delete user button on the bottom of the page. Enter the Confirmation text and click the Remove user button to confirm the removal.

Delete customer user in Prismatic app

Searching all customer users

You can search for users on a per-customer basis from the customer's Users tab. To search users of all customers, click the Users link on the left-hand sidebar. To search for a user by name, enter their name in the search bar on the top of the page. To search for a user by email, click the Filter link on the top of the page.

Search all customer users in Prismatic app