How to set up manual approval of new SaaS sub-accounts?
You will now have the ability to protect your business from being targeted by scammers. Typically how scammers operate is that they will sign-up for a…
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
You will now have the ability to protect your business from being targeted by scammers.
Typically how scammers operate is that they will sign-up for a SaaS account using a stolen credit card, add money to the account's wallet and start sending phishing and spam emails in bulk. Before you even know about it, they would've done the harm.
The best way to prevent this is to verify each new SaaS subscriber before allowing them to access their account. That is what this feature allows you to do.
Step 1: Enable the setting in SaaS Configurator > Security
Toggle the button for "Put new sub-accounts on hold until reviewed and approved by an agency admin."Step 1 of 1: Toggle the button for "Put new sub-accounts on hold until reviewed and…What this shows Step 1 of 1: Toggle the button for "Put new sub-accounts on hold until reviewed and approved by an agency admin."As soon as this setting is enabled…What this showsShows what to choose for step 1 of 1 in the "Step 1: Enable the setting in SaaS Configurator > Security" section of "How to set up manual approval of new SaaS sub-accounts?".This screenshot accompanies step 1 of 1 in the "Step 1: Enable the setting in SaaS Configurator > Security" section of "How to set up manual approval of new SaaS sub-accounts?". At this point in the walkthrough you toggle the button for "Put new sub-accounts on hold until reviewed and approved by an agency admin."As soon as this setting is enabled, all new SaaS sub-accounts will be created under the 'Restricted' state, and the sub-account admins and users will be locked out of their accounts.Step 1 of 1Image 1 of 3What to chooseToggle the button for "Put new sub-accounts on hold until reviewed and approved by an agency admin."As soon as this setting is enabled, all new SaaS sub-accounts will be created under the 'Restricted' state, and the sub-account admins and users will be locked out of their accounts.As soon as this setting is enabled, all new SaaS sub-accounts will be created under the 'Restricted' state, and the sub-account admins and users will be locked out of their accounts.
Step 2: Review the account activation request
All the pending account activation requests will be visible in the 'Requests' section in SaaS Configurator > Security page.
Step 2: Review the account activation request (image 2 of 3)What this shows All the pending account activation requests will be visible in the 'Requests' section in SaaS Configurator > Security page.What this showsIllustrates the "Step 2: Review the account activation request" section of "How to set up manual approval of new SaaS sub-accounts?".This screenshot appears in the "Step 2: Review the account activation request" section of "How to set up manual approval of new SaaS sub-accounts?". The text alongside this image reads: All the pending account activation requests will be visible in the 'Requests' section in SaaS Configurator > Security page. The navigation path used here is SaaS Configurator > Security. Immediately after, the guide continues: The best way to verify someone's identity is to talk to them. All the client's contact details will be available in the requests list itself.Path: SaaS Configurator > SecurityImage 2 of 3What this coversAll the pending account activation requests will be visible in the 'Requests' section in SaaS Configurator > Security page.Next stepThe best way to verify someone's identity is to talk to them. All the client's contact details will be available in the requests list itself.
Step 3: Talk to the client
The best way to verify someone's identity is to talk to them. All the client's contact details will be available in the requests list itself.
Step 4: Approve or Decline the sub-account
Based on your evaluation of whether the prospect is genuine or not, you can either activate their account or keep it in 'Restricted' state.
Step 4: Approve or Decline the sub-account (image 3 of 3)What this shows Based on your evaluation of whether the prospect is genuine or not, you can either activate their account or keep it in 'Restricted' state.What this showsIllustrates the "Step 4: Approve or Decline the sub-account" section of "How to set up manual approval of new SaaS sub-accounts?".This screenshot appears in the "Step 4: Approve or Decline the sub-account" section of "How to set up manual approval of new SaaS sub-accounts?". The text alongside this image reads: Based on your evaluation of whether the prospect is genuine or not, you can either activate their account or keep it in 'Restricted' state. Immediately after, the guide continues: As soon as you approve a sub-account, the corresponding admins and users of that sub-account will no longer be locked out and will be able to access it.Image 3 of 3What this coversBased on your evaluation of whether the prospect is genuine or not, you can either activate their account or keep it in 'Restricted' state.Next stepAs soon as you approve a sub-account, the corresponding admins and users of that sub-account will no longer be locked out and will be able to access it.
As soon as you approve a sub-account, the corresponding admins and users of that sub-account will no longer be locked out and will be able to access it.
In case the request is declined by you, the sub-account admins and users will remain locked out. You will still have the option to activate the account from the Manage Client page.
