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  • Tenant-level roles are those that allow viewing, editing, and deletion. 
    tenant level access
  • Platform-level roles only allow viewing operations, such as the admin role. 
    platform level access

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How to grant which accounts can access your data

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  1. On the Role Management screen, click the toggle switch for Grant Access located in the upper right corner of the screen. 
    confirm addition
    Info

    The Grant Access switch is disabled by default. Keeping it disabled will allow MSPbots to access your account without restrictions. 


  2. Click the Grant Access switch. This will open the Grant Access pop-up window.
    1. Select an option from the I want to give dropdown list. 
      • All MSPbots - Select this if you want to give access to all accounts of MSPbots.
      • Single Users - Select this if you want to give access to one or multiple accounts.
        grant access
    2. Set a limit to the user's access by selecting an access duration from the access of my data for next dropdown list. 
      • Select a number from 3, 5, 7, 10, 20, 30, 90.
      • Select Days or Hours.

  3. Click Grant to apply your settings.

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