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Customer Users

Customer users

Customer users are users associated with your customers. Their permissions are limited in scope to their specific customer account. They can view and manage users and instances of integrations that have been deployed to their customer, but they cannot access other customers' resources.

Customer users can be granted permission to update instance configurations, enabling them to modify config variables and credentials tied to their instances without requiring direct support from your team.

Customer user roles

Customer users can be assigned one of two roles:

  • A customer admin can manage their users and the instances deployed to them. Assign this role to users who should be able to deploy, modify, enable, or disable instances of integrations.
  • A customer member has read-only access to view information about users and instances deployed to them. This role is suitable for users who need to view logs but should not have permission to modify instances.
  • A customer created through an Embedded Marketplace automatically receives the marketplace admin role, which allows them to deploy and manage their integrations. A marketplace user can only configure their own User level configuration for an instance. Note: marketplace users cannot log in to Prismatic directly; they can only access it 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

you do not need to create embedded customer users

Note that it is uncommon to create customer users manually, and you should only do so if you intend for your customer users to log in to Prismatic's web app.

Most of the time, your users will interact with Prismatic through an Embedded Marketplace. You do not need to create embedded users manually - a user will be automatically created when they authenticate within your app.

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