Service providers can provide their staff with access to the Minim Care Portal by giving them Collaborator accounts. Collaborators can be assigned admin or user access.
Admin Collaborators - These accounts will have access to the Overview, Inventory, Online, Offline, Known Issues and Settings tabs in the Care Portal. They will have the ability to make changes to the service provider's account settings and invite other collaborators to have access.
User Collaborators - These accounts will have access to the Overview, Inventory, Online, Offline, and Known Issues tabs in the Care Portal. They will not be able to make changes to the service provider's account settings or invite other collaborators to have access.
Scroll to the bottom enter a valid email and choose the appropriate Role and click "Invite Collaborator".
A pop-up will appear. Enter a valid email address and select the access level. Please note, the access level can be modified later. Click the Invite button when finished.
The invitation will be sent to the collaborator by email. They will need to click on the link within the email and create a password to be associated with the account. Invitations will expire 2 days after they are sent.
Please note, Minim Customers who have multiple ISPs can invite the same email address to have collaborator access to more than one ISP. The collaborator will receive an email with a link for the first invitation and will receive emails notifying them of additional access going forward.
To check the status of an invitation, navigate to the Settings tab and scroll down to the Collaborators section. The status will be shown under the Last Seen column. If the status is "Invitation Pending", then the collaborator's invitation is active and has not been accepted. If the status is "Invitation Expired", then the invitation will need to be resent.
Unable to Accept Invitation?
If a collaborator is does not receive the invitation email or does not accept the invitation within 2 days of it being sent, try one of the following methods. Click on the envelope to the right of the collaborator's email address. A pop-up will appear giving two options to use to re-invite the collaborator.
- Generating Invitation will provide a new link to be provided to the user.
- Re-invite Mobile User will re-send the invitation by email to the use.
If both of the two methods are unsuccessful, the collaborator can navigate to my.minim.com and click on the Forgot Password button. They will need to enter the email address that was invited. They will receive an email requesting them to "reset" their password. They will then be able to set a password to be associated with their account and log into the Care Portal.
Modifying Access Level
An existing collaborator can have their access level modified after they have accepted the invitation. A third level of access will be made available - Read Only. If a collaborator's access is set to Read Only, they will be able to navigate the Care Portal like a User would, but would not be able to make ANY changes to the service provider's account or subscriber accounts. All buttons will be greyed out to the collaborator.
To change the access level, click on the drop-down menu to the right of the collaborator's email address and select the new level. The change is applied immediately. The collaborator will need to refresh the page they are currently accessing and the new functionality will be applied on their end. The new access level will also be available on a collaborator's next log-in.
To remove a collaborator's access, there must be at least two collaborators listed as having access. A red X button will appear to the right of each collaborator. Click on it to initiate the request. A pop-up will appear in your browser to confirm you wish to revoke all access from this collaborator.
As seen below in the example, you will have the ability to revoke access from collaborators who have not accepted their invitation.
If you have any questions about this article, please contact our Customer Success Team by emailing firstname.lastname@example.org.