CAST HIGHLIGHT - User Administration - How to grant access to a single user to multiple sub companies or sub domains?

Systems integrator's handling the analysis for multiple sub companies might have to give permission to personnel to handle the analysis of multiple sub companies handled by the Systems integrator. This can be done by creating aliases from the root level domain of the system integrator. For example  portfolio managers at the root level can create aliases for themselves for each of the individual company accounts they are handling. Using the method described, it is also possible for the portfolio manager to associate roles such as application owner, results viewer, domain controller, portfolio manger role to themselves. Or they can send invites to other users by allocating them the appropriate role.  

Details

If several accounts need to be accessed create an alias for the existing login mail ID or map the existing login mail ID  to a new login mail ID in the following format.                                                                                                  User Name+Sub Company Name@Main company Name.com

1. Login as the Portfolio Manager for the root domain  in which aliases are to  be created for its subdomains ie sub company accounts.
2. Go to MANAGE PORTFOLIO > Manage Users
3. In the left side pane where domains are listed, Click on the "user icon" of the domain in which alias is to be created,  as shown in the figure below.
4. In the popup box that opens
   1. Click on the Desired Role to associate it with the alias.
   2. Enter the new alias mail Id.                                                                                                        Please note that only the portion of the mail ID after the "+" sign and before the "@" sign can only be modified.
   3. Click on Invite Users to get a confirmation mail which will be sent to the Logged in Users Mail ID
5. Click on the activation link and login with the alias mail ID. A new password can be set for each of the alias mail ID's  . Please note that the activation link is valid only for 2 hrs and one single use.
6. Create an alias each for each company accounts /sub domain the user has to access.

Similarly several aliases can be associated with the original Mail ID. Password can be set for each alias mail ID. Please note that if SSO is enabled, please save and close all the instances of Highlight before logging in to the requisite new role once again. The permissions for each alias will depend on the role associated with the alias. 

Zendesk Ticket

 22496, 24808

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CAST HIGHLIGHT - User Administration - How to have multiple roles associated to one Email ID