You may have heard us talking about Delegated Access, well this our name for customers granting Data Sharing permissions to a partner, reseller or a managed service provider. This means with the right configuration and permission on their CybSafe account, they can administrate your CybSafe account on your behalf.
There are a few things that need to be in place before this can be setup.
The company you would like to grant access to needs to have a partner relationship with CybSafe. Usually if they are the people you purchased CybSafe through this will already be in place.
They need to have their own account on the CybSafe platform and be setup as a partner.
There needs to be an established link between your CybSafe account and your partners. You can tell if a link is setup if you can see your partner details on your Organisation Details page. Speak to us at email@example.com to setup this link if not already.
The users on your partners account who require access to your CybSafe account need to have elevated permissions to Group Admin.
✅ Granting Permission
Once the prerequisites are met, granting permission to your partner is as simple as toggling a switch. 🎟
Navigate to your Organisation Details page.
Scroll to the bottom where you will find a section called Partner Details.
If this is not visible then your account is not linked to your partners, contact us at firstname.lastname@example.org to get this setup.
Toggle on the switch titled "Share data with <Partner Name>"
Click the submit button at the bottom of the page.
📓 Partner Info
If you need access to any of your customers accounts please get in contact to ensure you meet the prerequisites above.
When we elevate a users permissions to Group Admin they will have full administrative rights on your Account. Please always check with your main administrator of your account if this is acceptable for you to have these permissions.
🛂 Accessing your customer accounts
Once the link between your account and your customers accounts have been established, you will not have access until an administrator for your customer logs into CybSafe and grants permission for data sharing.
Once this has been done navigating to your customer accounts is a simple as clicking on a few dots. ⠇
Log in to the CybSafe platform using your profile that is setup as a Group Admin.
Click on the three dots in the top right hand corner of the screen.
Click on Choose Organisation.
Search for and find your customer accounts.
Select your required customer and click "Choose Organisation".
You will then be logged into your customers account and can manage all settings, features and reporting on behalf of your customer.
The only exception is the information on your own profile will be linked to your actual account and not your customers.
NB! Always double check which account you are logged into before making any changes. You do not want to setup a nudge on the incorrect account or add a user from a different company to the incorrect company account.
Still have questions?
If you still have questions, you can contact the CybSafe team via email@example.com. We’re on hand to help resolve any further issues!