TD SYNNEX StreamOne Ion

Overview

The platform provides Role Based Access Control (RBAC) that allows for granular segregation of platform duties to address compliance and security requirements by user roles. The user accounts and passwords are managed from Settings > Users. Only users with the role of Account Admin (Owner) have the privileges to set up other Account Admins and users.

Note: Partners’ access to the Marketplace is discontinued as part of this release. Going forward, partners on behalf of their customers will manage assets through the Admin Console under the Customers module. This has significantly simplified and enhanced the customer management experience in StreamOne Ion.

The following table describes the access information for the current user roles.

Note: Role Based Access Control (RBAC) includes three pre-defined roles that apply to all persona users in StreamOne Ion. The User role is retained until further notice. Eventually, all user roles will be moved to a more specific role, according to the day-to-day tasks. With RBAC all existing users will retain their Account Owner or User roles unless their roles are updated.

User journey includes the following topics: 

• Overview
• User role access rights and permissions
• Adding a new user account
• Modifying the user account details
• Deleting the user account 
• FAQs and Links

For a more detailed view of the process, please see the video Role Based Access Control Overview.

User role access rights and permissions

The role access matrix below indicates which roles have access to each option. This can help you understand which features are available to different users and ensure that users have the appropriate level of access to perform their tasks.

Adding a new user account

How the Account Admin can add a new user account and assign a user role from the Settings menu.

To add a new user account:

1. Sign in to the StreamOne® Ion platform.

The Dashboard is the partner landing page.

2. On the Dashboard, in the top-right corner, click the Settings menu.

3. Under the Settings menu, click the Users tab.

4. On the Users page, the user list will display with a search option available at the top. To add a new user, click the ADD USER button.

5.   To create a new user account, complete all the required fields to create a new user account, and then click Save. 

The table describes the Add User page fields and actions.

The table describes the Add User page fields and actions to be performed for creating a new User account.

Note: The User roles are depreciated, and no new user can be created. Current user roles do not have access to the Billing module.

6.  If required, on the Add User page with the user summary, click SEND SIGN-IN INSTRUCTIONS.

Note: You can click Done to complete the process without sending the sign-in instructions to the user.

Note: By default, the Password is not visible. If required, you can click the   icon to view the password and click the  icon to modify the password if needed.

7.   On the Sign-in Instructions side pane, perform the following actions:

a. Enter a valid email address of the user for whom the password is reset.

b. Select the required options.

• Email the sign-in info to me.
• Require this user to change their password on their first sign-in. (Best option)
• Click SEND INVITE.

You are redirected to the Add User page.

8. On the Add User page, click DONE.

The new user account is created and saved for the partner.

Modifying the user account details

How the Account Admin can modify the user account details from the Settings menu.

To modify the user account details:

1. Sign in to the StreamOne® Ion platform. The Dashboard landing page is displayed.

2. On the Dashboard page, in the top-right corner, click the Settings menu.

3. Click on Users under the Settings menu.

4. On the Users page, click the EDIT button to modify the required user account details.

5. You can change the information about a user's account on the Edit User page, which is shown in the table below.

The table describes the Edit User page fields that can be modified for the user account.

Note: The user roles are depreciated, and no new user can be created. Current user roles do not have access to the Billing module.

Note: If you do not need to reset the password, click Save to save the changes. 

6. If required, on the Edit User page, click RESET PASSWORD to modify the password.

7. On the Reset Password side pane, you can select one of the following options, and then click Reset Password.

• If you select Automatically Generate a Password, the automatically generated password is sent to the user via email.

• If you select Create a Password to create a new password, enter a new Password and re-enter the same password in the Confirm Password field.

Note: The password must include a minimum of eight characters, one uppercase letter, and one number.

Note: On the Reset Password side pane, after you click RESET PASSWORD, you are redirected to the Edit User page.

8. On the Edit User page, click SAVE to save the updated user account details.

Deleting the user account

The Account Admin can delete the user account from the Settings menu.

How to delete a user account:

1. On the Users page, search for the user account to delete. 

2. Click on the account, then click the delete button to remove the user.

5. On the Deletion Confirmation page, click Yes to delete the user account for the partner.

Note: If required, you can click NO to cancel the deletion of the user account.