How do I add a user to the system?
Note: Only administrators have access to this feature. Please contact your administrator or reach out to support@mindmatrix.net for assistance.
Go to Setup > User Management > Users in the top navigation menu.
(Note: If your top navigation menu is customized, navigate to your “Users” page.)
Click on “Create” to make a new user.
Give your new user a user name (email address is recommended), add their email address, first and last name, any other details you’d like to include, and click on the top right arrow to go to the next step.
If this is a partner user, add the user to an Organization. You can directly add from the existing organizations or you can create a new organization by clicking on create.
If this is not a partner user, it isn’t required to add the user to an organization. Skip this step by clicking on the top right next arrow.
Next, add the user to User Group(s). This will give them the proper permissions they need in the platform. Select “add” on the proper group(s) and click the top right arrow to go to the next step.
In the Summary section, review the user information to confirm it’s correct.
If you’d like to immediately send an email notification with the temporary password to login, select the “On” next to “Send Temporary Password Email”.
You can send this email to one of the following:
New User: The new user you’re creating, so they can login
Myself: “You” aka the admin user you’re logging into while creating the new user
Specific User: Select a user from the drop-down you’d like to send it to
Select “Off” next to “Send Temporary Password Email” if you’d like to skip this entirely.
Click “Finish” to complete the user creation process and send the email notification if selected.
If selected, the user will automatically receive an email with a link to the login page, their username, and a temporary password. Please note: The temporary password will expire in accordance with the security protocol.
If the user did not receive the email or it is past the expiration date, go to the login page and select “Forgot password”. Enter the user’s username which will trigger a new email notification for the user to set their password and login.
Tip: If the user is not receiving the email notifications, please check the following:
The username is being entered properly in the “Forgot password” form, to match the username in the user record.
The user’s email address is entered correctly/spelled properly in their user record - This is where the email notifications will be sent.
The user checks their junk or spam folders/filters for the emails and marks them as a safe sender if applicable.
If you continue to experience issues, please contact support@mindmatrix.net.
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