Add a New User Account

You can add additional Poly Cloud Services user accounts using the users’ email addresses.

Users can be from your own organization (meaning they have email addresses from one of the domains associated to your Poly Cloud Services account), or from partner or external organizations (with email address domains outside of those associated with your account)—these users are considered Guest users.

Procedure

  1. In the Poly Cloud Services portal, go to Administration > Users.
  2. Click Add.
  3. Enter the user’s email address in the Email Address field.
  4. In the User Role field, select one or more predefined user roles for the new account.
    User Role Permissions
    Device Admin The role provides full access to Register Devices and use PDMS-E functions.
    Device Operator The role provides read-only access to connected devices.
    Enterprise Admin The role provides full access to the Administration > Account Management, Authentication Providers and Domain Management functions.
    License Admin The role provides full access to the Administration > Licenses functions.
    User Admin The role provides full access to the Administration > Users functions.

    OTD Admin

    The role provides administer access to the Polycom One Touch Dial (OTD) service. For more information, see the Polycom One Touch Dial Support Documentation.
  5. In the Sign In Account field, select one of the following account types.

    You can select the Sign In Account type only when you add a new user from your organization. If you add a guest user from another organization, you can’t select this field.

    Account Type Description
    Enterprise and Local

    Enables users to sign in using either their Poly Cloud Services account credentials or their enterprise account credentials from any of the configured authentication providers.

    This is the only option the service provides when you haven’t configured any external authentication providers. Polycom recommends that you configure some users with this sign in type so that they can always sign in with their local account credentials if enterprise authentication service temporarily fails.

    Enterprise Only

    Enables users to sign in using their enterprise account credentials from any of the configured authentication providers.

    This option is available only when you configure at least one external authentication provider.

    Select this option for users who don’t need a local account and can use their enterprise account credentials exclusively.

  6. Click Save.
    If you add a guest user from another organization, the user’s Sign In Account field changes to Guest automatically.

A new user from your organization receives one of the following welcome email messages, depending on the account type you selected.

  • If you selected Enterprise and Local in the Sign In Account field, the user receives a welcome email message with an activation link to begin activating the Poly Cloud Services account.
  • If you selected Enterprise Only in the Sign In Account field, the user receives a welcome email message indicating the system added the user as an administrative user and to use the user’s enterprise account credentials when signing in.

A new guest user from another organization receives a welcome email message indicating the system added the user as an administrative user to your organization.