Admin Identity Management
Guidelines for managing admin identities in Shasta Cloud, including inviting, editing, resetting identities, enabling MFA, and modifying organization settings with role-based access controls.
TABLE OF CONTENTS
Prerequisites
- User must be an admin role user and logged into Shasta Cloud.
Step-by-Step Instructions
Invite a new Identity for MSP
Step-1: Click “Admin → Settings” in the Left Pane.
Step-2: Click “Security” tab. When there is no identity configured, the message “No Identities Found” will be displayed. Click Invite button.
Step-3: Enter the required information and click “Send Invite”
- Fill in all the necessary fields on this screen, ensuring that all mandatory fields are completed.
- The following table outlines the available fields and their respective allowed values.
Attribute | Data | Mandatory | Limit | Minimum value | Maximum value | Notes |
Name | Alpha-Numeric | Yes | 30 | - | - | |
Alpha-Numeric email ID format with domain format | Yes | - | - | |||
Role | Pull down menu w/ Options | Yes | - | - | - |
Following window is displayed when Role is clicked on, to select the appropriate Role for the Identity.
The list of roles and their permissible access rights are
Role | Access Rights |
MSP Admin | Can do everything under this Org |
Remote Support | CRUD infra/networks/devices/venues, ability to run UE troubleshooting |
On-site Engineer | CRUD Infra/Networks/devices, WRE scans, Mobile app test utilities |
Network Engineer | RF profiles, AAA settings (network wide configurations) |
Project Manager | Operations, view into stats, shipping tracking |
Finance Manager | Critical Marketplace functions (approve orders, update payment info, action on invoices) |
Sales Manager | Quotes, track shipments, view Org stats (Online AP’s, traffic, health…), view HW refresh system recommendations (go up-sale) |
Step-4: Select one or multiple roles for the user
Note: The roles that are available with defined scope are as below.
Step-5: Submit the invitation by clicking “Send Invite” the invited list of identities will appear below
Column Information:
Column Name | Type | Description | Hide able | Filter | Sorting | Search | Hover action | Click action |
Name | Name & Initials | Name of the Identity | No | Yes | Yes | Yes | No | No |
Icon | Email ID of the configured identity | Yes | Yes | Yes | Yes | No | No | |
Role | Text | List of the roles the identity is granted access to | Yes | No | Yes | Yes | No | No |
Last Accessed | Text | The type of entity that is affected | Yes | Yes | No | No | No | No |
Enable | Toggle Button | Enable or Disable access without removing from identity database | Yes | No | Yes | Yes | No | No |
Edit an Org
Prerequisites
- User must be an admin role user and logged into Shasta Cloud, and navigated to the necessary Org.
Step-1: Click “Admin → Settings” in the Left Pane. 
Step-2: Configure or modify the information
Once the org was created initially these fields are configured. In order to edit perform the following steps per below information
- Fill in all the necessary fields on this screen, ensuring that all mandatory fields are completed.
- The following table outlines the available fields and their respective allowed values.
Attribute | Data Type | Mandatory | Limit | Notes |
Name | Alpha-Numeric | Yes | 3 to 45 | |
Address | Alpha-Numeric | Yes | 250 | Auto-suggests Google Maps data base address as you type |
Notes | Alpha-Numeric | No | 320 | - |
State | Options: | - | - | On Disabled state there is a mandatory Expected Reason text |
Reason | Alpha-Numeric | Yes | - | - |
Note that, when the address field is typed in with a valid Map address that is available in Google Maps database, the text box would suggest picking up the best matching address location. Choose the appropriate location or proceed to type in your custom address suitably.
Step-3: Optionally, when one has to set the State to Disabled, then a reason code must be provided.
Click “Update” to Proceed, or “Discard” to drop all modifications.
Enable Multi-Factor Authentication (MFA) for a MSP at Org Level
Step-1: Click “Admin → Settings” in the Left Pane.
Step-2: Click “Security” tab. When there is no identity configured, the message “No Identities Found” will be displayed. Click Invite button.
Step-3: Toggle the “Enable Multi-Factor Authentication (organization level)” toggle button. You will be provided with a confirmation dialog box. Confirm your acceptance by clicking “Yes”.
After few short moments of wait, the operation gets completed, and the MFA should now be enabled.
To disable the MFA at any time, you can do the toggle again to off, and accept the dialog to confirm.
After few short moments of wait, the operation gets completed, and the MFA should now be enabled.
Edit an Identity for MSP or Org
Prerequisites
- User must be an admin role user and logged into Shasta Cloud and navigated to the necessary Org or MSP.
Step-1: Click “Admin → Settings” in the Left Pane. Click “Security” tab.
Step-2: Click the breadcrumb icon at the last of each row, to the specific identity and Choose Edit.
Step-3: Edit the required details and “Update”.
Reset an Identity for MSP or Org
Prerequisites
- User must be an admin role user and logged into Shasta Cloud and navigated to the necessary Org or MSP.
Step-1: Click “Admin → Settings” in the Left Pane. Click “Security” tab.
Step-2: Click the breadcrumb icon at the last of each row, to the specific identity and Choose Resend.
Step-3: Confirmation is displayed on the screen.
For further assistance if you encounter issues, please reach out to Shasta Cloud support.
Article Revision: 3.2
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