How to add a Customer Admin

You can add Customer Administrators within the MSP TruGrid portal. This enables a designated customer contact to manage User to Desktop assignments within that domain.

Accounts designated as Customer Administrators must be Active Directory users from the same customer Active Directory domain.

Below are instructions on how to add them:
Ensure the user is already added to the AD TG-USERS group and reporting into the TruGrid portal
Login to TruGrid dashboard as your root administrator login
Select CUSTOMERS
Select the CUSTOMER DOMAIN



Select ROLES MANAGEMENT
Select and assign a user as a CUSTOMER ADMIN by clicking on Make Admin



Ask user to logout and back into the portal.
User can now access the Workspace and User Assignments page from the portal and manage assignments of users to desktops.

Updated on: 08/03/2023