Security
Role-Based User Lock and Unlock Functionality
Introduction and Overview An enhancement has been introduced to control user lock and unlock functionality based on user roles. This feature ensures that lockout actions are applied only within the permitted scope defined by the user's role, ...
Contact to User Conversion with Account-Organization Mapping - Comprehensive Guide
Introduction and Overview The contact-to-user conversion process has been enhanced with automatic organization creation and intelligent field mapping between accounts and organizations. This significant improvement ensures data consistency and ...
How do I lock user accounts?
Super administrators have permission to lock or unlock user accounts. Navigate to System > Users Select the user from the grid Click the Lock or Unlock action button If the user is unlocked, the icon will update next to the username.
How do I create a User Email Drip Campaign?
Channel/Enterprise program internal Users can have the option of sending email drip campaigns directly to their Users of the portal To send an email to your Users, first go to Manage > Campaigns > Drip (Lead Nurturing) Note: this may be under a ...
How do I send an email to Users?
Channel/Enterprise program internal Users can have the option of sending emails directly to their Users of the portal To send an email to your Users, first go to Communicate, then Email. Note: this may be under a different part of your navigation bar ...
How do I convert a Contact into a User? (Channel Managers)
*Only Admins or Channel Managers can convert a Contact into the Portal User. Feature: Using this feature, an Channel Admin or Channel Manager can convert any Contact into a Portal User. Upon conversion, an email can be chosen to be sent with ...
How can I delete user accounts?
We've now removed super admin user delete access to address data integrity issues resulting from unintended deletions. Super admins can still lock out users for access control. For user deletions, please submit requests to support@mindmatrix.net for ...
How do I set up an Organization Group?
Why Create Organization Groups? Creating a “Group” will allow you to easily organize your Organizations to share assets or assign system level permissions in Mindmatrix. Groups will let you share assets with large numbers of Organizations ...
How Engagement status is calculated in User smart list
User engagement status is an important metric that can determine how engaged an end-user is with your portal. The article below details how partner engagement status is calculated in Mindmatrix. ActiveContactStatus: count = active contact count ...
How do I Import Users?
Note: Only administrators have access to this feature. Please contact your administrator or reach out to support@mindmatrix.net for assistance. 1) Go to Setup > User Management > Import Users: (Note: If your top navigation menu is customized, ...
An Overview of User Accounts and 'Partner' Contacts
For each user account within a company, the Bridge platform creates a corresponding “shadow” partner contact. If there are any changes or edits to a user account, the platform will automatically update the corresponding partner contact entry. This ...
What are the different Role abilities in Mindmatrix?
If you are in the Channel or Enterprise level program - Roles will allow you to assign software level permissions to Users. When you assign Roles to Users or Groups, you can apply these permissions to multiple Users at one time and even revoke ...
How do I create a User Group
Why Create User Groups? Creating a “Group” will allow you to easily organize your Users to share assets or assign system level permissions in Mindmatrix. Groups will let you share assets with large numbers of Users simultaneously. For example, if you ...
How do I set up a Role and assign it to a User or User Group? (Channel/Enterprise)
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Roles will allow you to assign software level permissions to Users. When you assign ...
How do I add a user to the system?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Posted by The Team at Mindmatrix on 21 July 2015 06:43 AM When you add a user to the ...
How do I switch between accounts?
Only Super Administrators may switch between accounts. Access to this feature is restricted, based on the program you purchased. Posted by The Team at Mindmatrix on 16 February 2016 05:51 PM Please note: This feature is only available for Enterprise ...