How Do I Set Up My Enterprise Portal Account?

The features described in this article are only available to customers subscribed to iClassPro's Enterprise Plan. For more details or to request additional information about our Enterprise Plan, please reach out to our Sales team at sales@iclasspro.com.

IN BRIEF
Setting up an Enterprise Portal account requires providing specific user credentials, authentication details, and account group information to iClassPro. This ensures secure access and proper permission management across all linked accounts. 

Overview

The Enterprise Portal allows administrators and users to access and manage multiple iClassPro accounts through a centralized login. During setup, iClassPro requires specific information to configure authentication, user permissions, and account access.

Note: The features described in this article are only available to customers subscribed to iClassPro's Enterprise Plan. For more details or to request additional information about the Enterprise Plan, contact the Sales team at sales@iclasspro.com.

To successfully configure the Enterprise Portal, the following information must be provided:

  • Authentication platform (Google Login or Microsoft Azure 365)
  • Group user type/level credentials
  • Enterprise Portal admin user account credentials
  • User group accounts (which iClassPro accounts are included)

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Accessing the Feature

The Enterprise Portal setup is completed in coordination with iClassPro.

  • Provide the required setup information to iClassPro
  • iClassPro configures the Enterprise Portal based on the provided details
  • Admin users receive access through the selected authentication platform

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Step-by-Step Instructions

Authentication Platform

Login to the Enterprise Portal is managed via either Google Login or Microsoft Azure (365). Any additional login restrictions (such as 2FA) can be established with those platforms.

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Group User Type/Level Credentials

There are TWO User Types/Levels that can be assigned to Enterprise Portal Users:

  • Admin – Has permission to log into the Enterprise Portal and can manage other Enterprise Portal users.
  • User – Has permission to log into the Enterprise Portal.

In order to assign Enterprise Users to a specific Group User Type, we will need the following information:

  • Login As Email (Normal user) – this is a normal privileged staff user that will already exist in every account.
    • An Enterprise Portal “user” is associated with this account and will log in with that user’s permissions whenever they access an account.
      • Therefore, this user will still be restricted by “regular” staff permissions on each account, and will only be able to view Background Tasks that they create while logged into the account.
      • As permissions are applied on a per-account basis, this means that the specific permissions can differ between accounts for this same user. You may wish to review the user's permissions to ensure that they are consistent across all accounts.
  • Login As Email (Admin user) – this is an admin-level staff user that will already exist in every account.
    • An Enterprise Portal “admin” is associated with this account and will log in with that user’s permissions whenever they access an account.
      • Therefore, this user will still be restricted by “regular” staff permissions on each account.
        • NOTE: Because of these restrictions, we strongly suggest that the staff account associated with the "Admin user" has been granted “Admin Access” permissions. However, for security reasons, we do not recommend associating this login with the user designated as the "Account Owner" due to their elevated permissions to view all Background Tasks and the ability to update this user's password.
      • As permissions are applied on a per-account basis, this means that the specific permissions can differ between accounts for this same user. You may wish to review the user's permissions to ensure that they are consistent across all accounts.

These users/email addresses must exist inside each of your iClassPro accounts. This means that they will either need to be manually created or exist as part of your account template.

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Enterprise Portal Admin User Account Credentials

This is the actual account for the main admin user(s) that will have access to the Enterprise Portal and will be logging in via your specified Authentication Platform.

For this user, we will need the following information:

  • DETAILS
    • First Name
    • Last Name
    • Email Address
  • STATUS
    • Level (Admin/User)
      • NOTE: For initial account setup, we will need this information for an Admin-level user. After the account is created, Admin users will be able to create additional Enterprise Portal User Accounts as needed and assign them to the appropriate Group User Type.
    • Active/Inactive
    • Group/Subgroup

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User Group Accounts

iClassPro will need to know which specific iClassPro accounts should be included in your User Group.

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Troubleshooting & FAQs

  • Why can an Enterprise Portal user not access certain features in an account?
    • Enterprise Portal users inherit permissions from their associated staff account. If access is limited, review and update that staff user’s permissions within the specific account.
  • Can permissions differ across accounts for the same user?
    • Yes. Permissions are applied per account, so the same user may have different access levels depending on how each account is configured.
  • Should the Account Owner be used as the Admin login?
    • No. For security reasons, it is not recommended because the Account Owner has elevated permissions, including password control and full Background Task visibility.
  • What happens after the initial setup is complete?
    • Admin users can create and manage additional Enterprise Portal users and assign appropriate access levels.

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Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).