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Customer Access

Introduction​

The Customer Access feature allows Super Administrators to create customer access templates and assign them to Hub administrators. Each template defines which customer accounts a Hub administrator can access after signing in to the SureMDM Hub console.

Using customer access templates helps organizations restrict administrators to only the customer accounts they are responsible for managing.

note
  • A default Super User template is available and provides access to all customer accounts.
  • Existing Hub admin users are automatically assigned the Super User template.

Create a Customer Access Template​

To create a Customer Access template:

  1. Log in to the SureMDM Hub Console.
  2. Navigate to User Management > Customer Access.
  3. Click Create Access.
  4. Enter the following details:
    • Name
    • Description
  5. Select the customers to be included in the template.
  6. Use the Search field to find customers or select Select All to choose all available customers.
  7. Click Save.

The new Customer Access template is added to the Customer Access list.

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At least one customer must be selected before saving the template.

Edit a Customer Access Template​

To modify an existing Customer Access template:

  1. Navigate to User Management > Customer Access.
  2. Select the required template.
  3. Click the Edit icon.
  4. Modify the required details, such as:
    • Template name
    • Description
    • Customer selection
  5. Click Save.

The updated template is saved successfully.

Additional Actions​

The Customer Access page also provides the following actions:

  • Delete: Remove a Customer Access template that is no longer required. Templates assigned to one or more users cannot be deleted.
  • Search: Search for a Customer Access template by entering its name in the Search field.
  • Refresh: Refresh the page to display the latest Customer Access information.
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The Super User template is available by default and cannot be removed. Existing admin users are assigned the Super User template by default.

Assign a Customer Access Template to a User​

To assign a Customer Access template to a Hub admin user:

  1. Navigate to User Management > Admin Users.
  2. Create a new user or edit an existing user.
  3. In the Customer Access drop-down list, select the required template.
  4. Click Save.

The selected Customer Access template is assigned to the user.

note
  • Only one customer access template can be assigned to a user.
  • The Super User template is assigned by default.
  • Existing Hub administrators are automatically assigned the Super User template.

Create a Role Template​

  1. Log in to the SureMDM Hub Console.
  2. Navigate to Account Management > Global Configuration.
  3. Click Login to access the Global Configuration account.
  4. In the Global Configuration account, click Settings, and then select User Management > Roles.
  5. Click Add.
  6. In the Roles window, enter the following details:
    • Name – Enter a unique name for the role template.
    • Description – Enter a description for the role template.
  7. Select the required permissions from the available permission categories for the SureMDM Console.
  8. Use the Search field to locate specific permissions, or select Select All to assign all available permissions.
  9. Click Save.

The new role template is added to the Roles list.

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  • At least one permission must be selected before you can save the role template.
  • The Super User role is available by default and provides access to all customer consoles.

Assign Customer Access roles to Hub Admin Users​

In addition to Customer Access, SureMDM Hub allows administrators to create and assign roles that determine which sections of a customer's SureMDM account each user can access.

To assign a customer access role to a SureMDM Hub user:

  1. Log in to the SureMDM Hub Console.

  2. Navigate to Account Management > Global Configuration.

  3. Click Login to access the Global Configuration account.

  4. In the Global Configuration account, click Settings, and then select User Management > Users.
    The Users page displays all Hub admin users created in the SureMDM Hub along with details such as Username, Email, First Name, Created Date, User Type, and Role.

  5. Select the Hub admin user to whom you want to assign a role.

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    Ensure that the required customer access role template has been created. For more information, see Create a Role Template.

  6. Click Edit User.

  7. In the Edit User Settings window, select the required role from the Role drop-down list.

  8. Click Save.

The selected role is assigned to the Hub admin user.

The User Management > Users page lists all Hub admin users created in the customer SureMDM Hub. Use this page to assign or update customer access roles for Hub users. The assigned role determines the actions that a Hub admin user can perform and the features they can access in the customer’s SureMDM console. This enables SureMDM Hub administrators to centrally manage user permissions and maintain role-based access control across all customer accounts.

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  • By default, all Hub admin users are assigned the Super User role.
  • Only the Role field can be modified. All other user details are read-only.
  • Use the Search field to locate a specific user and Refresh to reload the latest user information.