Adding integrator users in Stratocast™ - Stratocast™

Stratocast Integrator Guide

series
Stratocast™
revised_modified
2020-06-04

As an integrator administrator, you can add other integrators to one or more of your Stratocast™ accounts so that they can help you manage your client accounts.

Before you begin

Make sure that you have the required contact information for the integrator user that you want to add.

What you should know

Only integrator administrators can add other integrators. If the Users tab () is not displayed on your Stratocast™ web page, you cannot add integrators.

If you are adding a username that is already registered with another Stratocast™ account, the username's account information such as the first and last names, language preference, and mobile authentication key is not overwritten. By entering the username, Stratocast™ is able to determine whether the user is new or has already been registered to other accounts.

Procedure

  1. If your username is registered to multiple Stratocast™ accounts, select an account.
  2. Click Users > Add an integrator.
  3. Enter the integrator's full name and the following:
    Language
    The language of the user interface. The user must log off and then log on for this change to take effect.
    Identity provider
    The Internet site that provides the user with their user account, which enables single sign-on access to the system.
    Username
    The username of the valid user account that is required to log on to the system. To better manage your accounts, you can add the same username to multiple Stratocast™ accounts and for different user levels. For example, the same username can be assigned for an integrator user in one account and a client administrator in another account.
    NOTE: The Username field can only be edited after the user has activated their account.
  4. (Optional) Clear the Same as username check box, and enter an email address if you want the user to receive emails at a different email address to the one in the Username field. Select this check box if you want the Username and Email address values to be the same.
  5. Click Create.

Results

The State column changes from Creating to Activation required. The state changes to Activeafter the integrator activates their Stratocast™ account.

Example

After you finish

If the user's Stratocast™ account is not active, inform the user to activate their account. If the username is already active in Stratocast™, an email confirming their registration to the new site is sent.
NOTE: If the user is created using an Organizational Account, no activation email is sent and they are automatically set to Active.