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User management for dealer partners

In user management, the dealer partner employee labelled as “Admin” can read the roles/rights of their team for the Cloud applications and request a change or deactivation of a user for the Cloud. Once the enquiry has been sent, a support ticket is created at Finstral and processed within a very short time.

Columns of the table per user:

  • Name: name of the user(s) stored in our system.
  • E-mail: e-mail address of the user(s) stored in our system.
  • Login: Cloud login of the user(s) stored in our system.
  • Role: role(s) of the user(s) stored in our system.
  • Cloud applications: accesses stored with us for the user(s)’ Cloud applications.

Only Cloud users who have access to at least one Cloud application are displayed.

How to request a new user

  1. Click on the Cloud profile > User management.
  2. Click on “Create new user”.
  3. Enter the first/last name, e-mail address and position of the new user. Add the desired rights and Cloud applications and, if necessary, an additional note.
  4. Click on “Send enquiry”. Finstral will process your enquiry as soon as possible.
  5. You can find the opened ticket in the Cloud profile > My tickets and view the status.

How to change user rights

  1. Click on the Cloud profile > User management.
  2. Click on the filter icon of a user’s Cloud application and request the change of rights by adding/deleting ticks. 

Exception: the Contacts rights can only be read here. The Contacts rights are controlled in a separate admin backend. 

  1. Click on “Send enquiry”. Finstral will process your enquiry as soon as possible.
  2. You can find the opened ticket in the Cloud profile > My tickets and view the status.

How to deactivate a user

  1. Click on the Cloud profile > User management.
  2. Click on the toggle at the right end of a user's line. 
  3. Enter the reason for deactivating the user and, if necessary, a note for Finstral.
  4. Click on “Send enquiry”. Finstral will process your enquiry as soon as possible.
  5. You can find the opened ticket in the Cloud profile > My tickets and view the status.