Portal Roles

These instructions are for the Centersquare Portal.

The Centersquare Portal utilizes the following portal roles for user accounts:

Portal Admin

  • Management of the portal for the Site IDs they are assigned.

Portal User

  • Able to view and create cases, but not manage roles.
  • A “Portal User” can now be authorized by a “Portal Admin” to create Temp Access Authorizations.

Notification User

  • No ability to sign in to the portal but is automatically added to the watchlist of the Site IDs it is assigned to.
  • A watchlist is copied on any emails that are sent by the portal for that Site ID.
Portal AdminPortal UserNotification User
General Management
Cases (View / Create)For site IDs they are members ofFor site IDs they are members ofNo
Orders (View)For site IDs they are members ofFor site IDs they are members ofNo
Documentation (View)For site IDs they are members ofFor site IDs they are members ofNo
Notifications (View)For site IDs they are members ofFor site IDs they are members ofNo
Audit Logs (View / Download)For site IDs they are members ofFor site IDs they are members ofNo
View Anytime / Temp AccessFor site IDs they are members ofFor site IDs they are members ofNo
Watch ListManually addedManually addedAutomatically added
User Management
Invite UsersFor site IDs they manageNoNo
Assign Users to Site IDsFor site IDs they manageNoNo
Modify User RolesFor site IDs they manageNoNo
Site Access
Create Anytime access authorizations (Users or Vendors)For site IDs they are members ofNoNo
View/Create temporary access authorizationsFor site IDs they are members ofIf authorized by an admin, for site IDs they are members ofNo
Physically visit sites they are authorized forYesYesN

Example

Customer XYZ has two cages (Site ID 1234 and Site ID 9876) in Centersquare’s Allen Data Center, each cage is run by a different department.

  • The head of Operations and his team can be Admins (or users) for both Site IDs, and have visibility and management of both Site IDs
  • Operations team lead for Department A can be assigned as Admin for Site ID 1234, and can then add Users or Admins to that Site ID.
    • Those individuals will just see the activity for their site ID.
    • As an Admin just for that Site ID they cannot invite users or create tickets to the other Site ID.
  • Operations team lead for Department B can be assigned as Admin for Site ID 9876, and can then add Users or Admins to that Site ID.
    • A notification email can be assigned to Site ID 9876, that will be copied on all outbound emails for that site ID.

New accounts will be requested to provide details for an initial “Portal Admin” before their order can be processed. Once processed a portal account will be created and the “Portal Admin” invited to register. Once registered the “Portal Admin” will be able to invite other users and see the Status of the order.

  • At least one person in the Customer’s organization must be assigned the “Portal Admin” role at any one time.
  • More than one user can be a “Portal Admin” for a Site ID.
  • Centersquare recommends a minimum of 2 users with the “Portal Admin” role to cover vacations, role changes, etc.

A “Portal Admin” can only add individuals to a site ID they are a member of.

Individuals can only see the information for the Site IDs they are assigned.