If your organization is an IBM Business Partner that manages multiple clients in IBM®
Envizi ESG Suite, you can restrict client access in Envizi ESG Suite for users in your
organization.
About this task
Disclaimer: The following procedure, which describes how to restrict
client access to organizations, is intended only for
Envizi ESG Suite Business Partner
users who are responsible for managing client access control within their organizations. If you are
a Business Partner user who has a legitimate need to manage client access, ask your
Envizi ESG Suite contact to enable the feature for you.
If you are a direct client of
Envizi ESG Suite, for information about setting up contacts and logins, see Creating contacts and logins.
In a contact's Login Organizations page, if you do not specify any
organizations that a contact is entitled to access, by default the contact has access to all client
organizations that your organization services.
Procedure
-
To restrict a contact's access to one or more specific organizations, do the following steps
for each organization that the contact is entitled to access:
- Go to the Contact Login page:
- In Envizi ESG Suite, click .
- In the Envizi ESG Suite Partner Portal, click
.
- In the Contacts & Logins page, select a contact, right-click,
and click Login .
- In the Contact Login page, select a contact login, right-click,
and click Restrict Organization(s) .
- In the Login Organizations page, click Add Login
Organization, select an organization that the contact is entitled to access, and then
save.
- To delete an organization from a contact, in the contact's Login
Organizations page, select the organization, right-click, and click Delete
Login Organization(s).
If an organization record's Updated
By field displays System Locked, the record is managed by admin users
in the Envizi ESG Suite Partner Portal. Only admin users can modify or delete the records in the
Envizi ESG Suite Partner Portal.
If the contact has access to only one
organization and you delete the organization from the contact's Login
Organizations page, by default the contact has access to all client organizations that
your organization services.
Results
Any changes to the login organization access take effect immediately. For example, when the
user navigates to a new page or refreshes the current page in Envizi ESG Suite, the new
restrictions apply.The restriction settings also apply to API tokens that are generated by the
login. Therefore, the list of accessible organizations in the Envizi ESG Suite API varies
depending on the login settings that are configured.