Configure a Customer Account

This section is specifically for Service Providers and how to complete the Technical Configuration for your customers

Getting Started: Technical Configuration
Welcome to the BrainStorm platform! This Getting Started guide will provide you with the information you need to get started with your technical configurati...
Tue, Mar 18, 2025 at 3:48 PM
Microsoft Graph Integration (Service Providers)
NOTE: Microsoft Graph integrations are synced nightly.   If your organization uses Microsoft for active directory management, we recommend that you use ...
Tue, Mar 18, 2025 at 11:00 AM
Google Integration (Service Providers)
NOTE: Google integrations are synced nightly If your organization uses Google for active directory management, we recommend that you use a Google Integrati...
Tue, Mar 18, 2025 at 11:00 AM
Adding Users Via a CSV (Service Providers)
Users may be imported using a CSV file that follows our recommended template. Click here to download the CSV template. IMPORTANT: Verify that you are Mana...
Tue, Mar 18, 2025 at 11:52 AM
Manually Create a User (Service Provider)
There are times when it is easiest to simply manually create a user in the BrainStorm platform. IMPORTANT: Verify that you are Managing on behalf of you...
Tue, Mar 18, 2025 at 3:40 PM
Sending a Test Email (Service Provider)
Before you send any email to any of your users... it is a BrainStorm platform best practice to send yourself or another Admin a test email. This will allow ...
Tue, Mar 18, 2025 at 3:39 PM
Just-in-Time Provisioning (Service Providers)
Just-in-Time (JIT) Provisioning is an automated method for creating user accounts. JIT Provisioning uses SAML (Security Assertion Markup Language) and is an...
Mon, Apr 7, 2025 at 1:55 PM
Issue a Pack to a Child Account (Service Providers)
NOTE: If you want to add a Pack to a child account, you don’t need to ask BrainStorm for one. As a Service Provider, you have the Admin Rights to add Packs ...
Tue, Apr 8, 2025 at 3:33 PM
Edit, Remove (Delete) or Archive Packs from Child Accounts (Service Providers)
For Pros and Cons of Pack Expirations, Archiving or Removing Packs see this article:  Pack Access Removed: Archived - Expired - Remove(Delete) To remove ...
Tue, Apr 8, 2025 at 10:53 AM
Pack Access Removed: Archived - Expired - Remove(Delete)
A BrainStorm Pack Owner can disallow customers who previously had access to a specific pack from further viewing its content using one of three methods: ...
Tue, Apr 8, 2025 at 10:50 AM