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Description of user administration in the reseller portal

Last adaption: 03.2025

New:
  • Article division revised
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This article refers to a Beta version
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User Administration

User Administration

Here, all users are displayed.
New users can be invited and existing ones can be edited.
Clicking on the user name takes you to the display of user profile.
A crown shows the primary user of the respective company.
Clicking on the company name takes you to the customer management of the company to which this user account is assigned.




Invite User

 Invite User
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Only available to the respective primary user of a company

Information required for an invitation: Email address and role.

Caption Input Description
Email    @ Please select  For security reasons, only e-mail domains that have been specified as the e-mail domain of an e-mail address for the reseller himself or a customer assigned to him can be selected.
  • Free-Mail addresses cannot be used. The mail domain must be uniquely assignable to a reseller or customer.
  • Role Please select Each role contains certain rights, the further down in the list, the more limited the rights. Only primary users can invite other users. Only the same or smaller rights than the own rights can be granted.






























    Role
    RSP User
    RSP Customer
    RSP Licensens
    RSP Orders
    RSP Invoices
    RSP Downloads
    RSP Tickets
    Academy
    spDYN Portal
    Awareness Portal
    Partner search
    verified Reseller
    User
    Customer
    Licensens
    Orders
    Invoices
    Downloads
    Tickets
    Academy
    spDYN Portal
    Awareness
    Partner search
    • A user with this role has full access to the Reseller portal, the Academy and the Awareness portal
    • Verified resellers can only invite new users if they are also main users
    Reseller (Technology)
    User
    Customer
    Licensens
    Orders
    Invoices
    Downloads
    Tickets
    Academy
    spDYN Portal
    Awareness
    Partner search
    • The user can invite new users only if he is also a main user
    • The user can view but not change customer and licenses
    • The user has no access to orders and invoices
    • The user has access to the download portal and can create support tickets
    • The user has access to the academy
    • The user has access to the Awareness portal
    end customer
    User
    ()
    Customer
    ()
    Licensens
    ()
    Orders
    Invoices
    Downloads
    ()
    Tickets
    Academy
    spDYN Portal
    Awareness
    Partner search
    • A user with this role can invite other users with the role end user or download only
      within his company, as long as he is main user
    • He can only view customers and licenses of his own company, but not change them
    • He has no access to orders and invoices
    • He has limited access to the download portal (no reseller price lists)
    • He cannot create tickets and has no access to the academy
    • The Awareness Portal (see role “Awareness”) can be accessed in full
    Download only
    User
    Customer
    Licensens
    Orders
    Invoices
    Downloads
    ()
    Tickets
    Academy
    spDYN Portal
    Awareness
    Partner search
    • A user with this role can only access to the downloads (without reseller price lists).
    academy users
    User
    Customer
    Licensens
    Orders
    Invoices
    Downloads
    Tickets
    Academy
    spDYN Portal
    Awareness
    Partner search
    • A user with this role only has access to the academy.
    spDYN manager
    User
    Customer
    Licensens
    Orders
    Invoices
    Downloads
    Tickets
    Academy
    spDYN Portal
    Awareness
    Partner search
    The main user has the role rights administrator in spDYN by default.

    A user with this role can do the following in the spDYN portal:

    • Assign this role to additional users
    • Assign the roles technician,Intelligent Cloud Shield administrator and viewer to other users in the company
    • Share hosts with other employees with the roles technician or viewer
    • Share hosts for company-wide editing
    • Create token
    • Change Intelligent Cloud Shield filter for hosts

    Access to spDYN
    User
    Customer
    Licensens
    Orders
    Invoices
    Downloads
    Tickets
    Academy
    spDYN Portal
    ()
    Awareness
    Partner search
    All users have this role by default

    A user with this role can do the following in the spDYN portal:

    • View hosts that a shared for company-wide editing
    • Act according to the user rights assigned to him by a rights manager in spDYN
    Awareness
    User
    Customer
    Licensens
    Orders
    Invoices
    Downloads
    Tickets
    Academy
    spDYN Portal
    Awareness
    Partner search
    A user with this role is able to do the following in the Awareness Portal
    within its' assigned company:
    • Create and modify user data
    • Start and end simulations
    • Configure e-learning
    • View evaluations
    Partnerfinder contact maintenance
    User
    Customer
    Licensens
    Orders
    Invoices
    Downloads
    Tickets
    Academy
    spDYN Portal
    Awareness
    Partner search
    With the role partnerfinder contact maintenance it is possible in the reseller portal:
    • to deposit new contacts for the partnerfinder at the Securepoint homepage
    • revise existing contacts and also delete them


    Legende:

    Full access incl. paid options if applicable
    Create only if user is also main user
    Read only permission
    () () Limited authorization
    No access
    Account Name Please select The reseller himself or a company assigned to him can be selected.
    An end customer can select his own company or subordinate companies.

    Send the invitation email with Invite

    A confirmation will appear.
     Invitation sent!
    Your invitation has been successfully sent to the email address example@anyideas.de . The invited user must follow the instructions in the email to successfully register in the reseller portal. The registration link is valid for 7 days.


    The user receives a mail with a link to register in the reseller portal.

  • The link is valid for 7 days.

  • Confirmation
    Email to the user












    Create User

    If the invited user follows the link in the email, he can register in the reseller portal after entering all the required data.

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    Once created, the user name can no longer be changed.

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    The password must be at least 6 characters long.

    The user is now registered and can act according to the role assigned.




    View user profile

    Display the user information:

    Caption Description
    View user profile
    User name: Once created, the user name can no longer be changed
    Name: Full Name
    Email: Assigned email address
    Email (invoices): Email address to which invoices are sent
    Distributor: Securepoint
    Assigned company: Company to which this user account is assigned
    Customer number: Customer number of the assigned company assigned by Securepoint
    Role: Permission settings
    Notification settings: Shows when a notification is sent when a license expires.
    Subscribed newsletter: Shows which newsletters are subscribed. With link to the newsletter administration

    Edit user information

    The user information can be edited using the button.
    Caption Value Description
    Edit user information
    User name homerS The username of the current user (not changeable)
    email address homer@ttt-point.de User's email address for general notifications such as expiring licenses
    Salutation Herr Desired Salutation
    First name Homer First name of the user
    Name Simpson First name of the user
    Notification Settings: 4 Notify weeks before expiration
    6 Notify weeks before expiration
    8 Notify weeks before expiration
    12 Notify weeks before expiration
    Activation of notifications about expiring licenses via email
    Roles:     Roles of the user
    Email (invoices) homer@ttt-point.de Email address to which invoices are sent
    Download the invoice PDF Anmeldung im RSP erforderlich Specifies how invoice PDFs are delivered
    New password     Change user password
    New password (confirmation)    

    Actions

    The following actions are also available in the user profile:


    Evaluations

    Evaluations
    Video explanation for the evaluations


    Evaluations Overview

    The device overviews for MSP contracts can be downloaded here in Excel spreadsheet format. The following data is included:

    • Date - Date on which consumption was measured
    • Reseller - Name of the reseller
    • Customer - Name of the licensee
    • Customer-specific number - Own "customer number" that the reseller can enter
    • Product - "Securepoint AV", "Mobile Security", "Black Dwarf UTM as a Service", etc.
    • License key - For AV, the license key; otherwise, this is blank
    • Number of billable units - The number of billable units measured on $Date
    • Number of free units - The number of free billable units measured on $Date
    • Description - For backward compatibility only. Contains some of the other report information in one cell
    • Max. free units until - If a term transfer is specified in the license: Until when this term transfer is valid.
    • Max. free units - If a term transfer is entered in the license: What is the maximum number of units that can be used free of charge until the end of the term transfer
    • License Name
    • Hardware Serial Number - If applicable, the hardware serial number
    • Order Number - If applicable, the order number
    • Licensee
    • Licensee (Customer ID)
    • Licensee (Address)
    • Licensee (Zip Code)
    • Licensee (City)
    • Licensee (Country)
    • License Issue Date - The start date of the license term
    • License Expires Date - If canceled, the end date of the license term



    Two-factor authentication

    Manage two-factor authentication
    Video explanation for multi-factor authentication
  • Displayed only for logged in user
  • Only available for resellers
  • Fallback solution

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    In order to use multi-factor authentication, a mobile / cell phone number or a TAN list is required as fallback solution.
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    The SMS is used exclusively for recovery in the event of loss. The SMS is not sufficient for two-factor authentication!
    Mobile number
    If necessary, one-time codes are sent via SMS to this number.
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    There are a maximum of three attempts in a row

    A new trial is added per week until the maximum number is reached again.
    DE-49    Your mobile number Enter the mobile number with country code
    Verify Checks the number by sending a sms.













    Continue with  OK
    Enter the password. Continue with  OK
    Code    Save Enter the code that was sent by sms and save.
    For security reasons the password of the current user must be entered again!
    A confirmation will be sent.
     Mobile number
    Your mobile number has been saved
     Success
    Your password has been verified
    Delete A registered and verified mobile number can be removed with »Delete«.
    TAN List
    Generate TAN list Creates an individual TAN list for printing in a separate window.
  • Please note: This list cannot be displayed again
  • When creating a new list, an existing list becomes invalid at the same time
  • Tan list generated It shows how many tans are still available on the list.
    or
    if the procedure is not enabled.
    Delete TAN list Deletes an existing TAN list and thus deactivates this procedure.

    A prompt appears for security reasons: Do you really want to delete your TAN list?  OK

    and password query of the current user. {ic
  • If no mobile number is stored, the two-factor authentication is deactivated.
  • If a fallback solution is to be used during login, you can click the {spc
    Depending on the configuration, you can now
    • enter a Tan xxxx (the complete Tan can be inserted with copy&paste)
    •  request SMS
    WebAuthn
    By means of the Webauthn method hardware tokens, such as eg. USB security keys, are registered as an additional factor. This is an extremely convenient way of multi-factor authentication - a maximum of one button on the stick must be pressed.
    The browser used must support WebAuthn, this applies to most current browsers.
    } Internet Explorer is not current browser!
    Active when a WebAuthn token is stored
    Manage WebAuthn
    Action Description
    Add {Register a new key.
    An enabled WebAuthn token is automatically detected and added.
    The name of a key can be changed
    Identify When the token is activated, the key is marked
    Login with WebAuthn in the reseller portal
      Log in Enter
    username
    password









    Please insert the security key and
    if available, press the button.

      Log in

    An additional prompt for the hardware token (security key) appears.
    Continue even if hardware token is missing.
    If a hardware token has been recognized, you get to the start page of the selected portal
     Show options If there is no access to the hardware token, a fallback solution can now be selected.
    • Depending on the configuration, you can now
      • xxxx} enter a tan (the complete tan can be inserted with copy&paste)
      • or you can klick   request SMS
    TOTP
    With the TOTP procedure (time based onetime password), one-time passwords can be generated on the smartphone with corresponding apps, for example. The generated passwords are only valid for a very short period of time and must be entered manually in the appropriate field.
    TOTP
    Step 1 For initial configuration:

    After OTP authentication has been activated for the account, a valid one-time password is always required to log in to the website. If the key generator is lost, access to the account is only possible via a fallback solution! A supported OTP app is required for a smartphone (for example, the Google Authenticator:   iOS /  Android) The OTP function is only activated with the last step. If you close the wizard before, your account will not be changed.

    Understood, continue.
    If OTP has already been configured before, it must be deactivated first.

    Are you sure you want to deactivate OTP authentication for this account? You must enter two consecutive generated OTP passwords.


    Code 1 123456
    Code 2 654321
    Deactivate OTP login
    Step 2

    To create the shared secret, enter your password in the field below and press "Create QR Code".


    Current password    
    Create QR Code
    Step 3

    Scan the following QR code with a supported application on your smartphone

    Last step

    Enter two consecutive generated OTP passwords.


    Code 1 123456
    Code 2 654321
    Activate OTP Login

    If the operation successful was the user automatically logged out and a message appears: Your account has been successfully activated for the use of OTP passwords. Please log in again now. You will be asked for an OTP password. Press OK to go to the login screen.
    A login must now be done with the TOTP token.

    If the codes were not entered correctly a message will appear: Your account could not be activated for the use of OTP passwords. Please try again later.



    Drop primary user

    Drop primary user

    You can drop your role as the primary user of the company xyz here. The primary user can not be changed by other users of the company.

    Username: logged-in user All other users can be selected and turned into primary users.
  • The new primary user cannot assign higher rights than he has.