Navigation: Partners > Delegated Admin
The Delegated Admin feature allows you to authorize a TD SYNNEX user to sign into your ION platform account and perform tasks on behalf of your business as an authorized representative. With delegated access, you are granting TD SYNNEX the necessary permissions to carry out various actions within your ION account.
There are different roles that can be assigned to the TD SYNNEX user, and the recommended role for TD SYNNEX user-access is Administrator. This role provides the user with the highest level of access privileges within the ION platform.
Note: The Delegated Admin feature is also referred to as impersonation in other platform documentation.
To learn more about each user role and their specific access privileges, refer to this article: Role Based Access Controls (RBAC) This article also provides instructions on how to create and manage user access.
You retain control over your account by choosing to enable or not enable the access privileges. When enabled, the platform tracks (or logs) activities performed by the TD SYNNEX user. A TD SYNNEX users accesses your account from the parent (or provider-level account). They are not logging directly into your ION account.
You can choose not to enable the Delegated Admin feature.
The configuration steps used to enable the Delegated Admin for impersonation are:
1. (Settings) Creating the TD SYNNEX Admin User
2. (Partners) Granting Delegated Admin to TD SYNNEX Admin User
Creating a TD SYNNEX Admin User
1. From the SETTINGS menu (located under the triple-bar icon in the top right-hand corner), under Account, select the USERS menu option.
2. Click ADD USER.
The Add User page displays.
Below are suggestions:
Contact Name: Use TDSYNNEX.
User Role: Select Account Admin
Email: Format should be tdsysnnex@[your domain.com]
Status: Active
Password: Create to your standard password policies
Notes:
(1) A valid email address (to receive emails) is not necessary. It is only used as the user identity to log activity within the platform.
(2) Since TD SYNNEX will not be directly logging into your ION account, the password does not need to be specific or shared with your TD SYNNEX representative(s).
3. When all required fields are complete, click SAVE.
4. Click DONE from the summary page.
Granting Delegated Admin to TD SYNNEX Admin User
1. From the PARTNERS menu (located in the top menu bar), select the Provider name (a TD SYNNEX named account) and click EDIT
4. From the left-hand menu, select Delegated Admin.
5. Toggle on Allow this partner to impersonate my account.
6. From the drop-down, select the TDSYNNEX user you created in the prior steps.
7. Click SAVE.