User management in MDirector allows you not only to view, create, and deactivate users but also to manage each user's permissions through the various available roles. To access this management, follow these steps:
1. Go to "My MDirector Account" located in the top right corner.
2. Click on the “Users” tab.
On this page, you will be able to see all of your MDirector users. You can create new users and edit them.
Create a new user
2. Click on the “Create New User” button.
Please note: If you are unable to create new users, you might have already reached the maximum number of users for your account. Contact the MDirector support team at soporte@mdirector.com and be sure to provide us with your account information so that we can help you as quickly as possible.
4. Add your new user’s details.
The fields that can be filled in when creating a new user are: "First Name", "Last Name", "Email Address", "Language", "Role", "New Password", and "Repeat Password".
The field that defines the user's role is "Role," which is a dropdown where we will select the desired role.
In the following table, you can see the access permissions for each role:
Select the services and subaccounts that the new user has access to. Bear in mind that users actions are limited according to the type of user chosen in the previous section. If you have not created your subaccounts yet, click here https://mdtr.io/TiB3V to learn how to do it.
Remember to click the "Save" button so that this user can access the MDirector platform with the email and password you have defined along with the rest of the information.
Edit user
You can use this option to change the user's personal data, user type (see the table showing different roles in the previous section) as well as the access permissions for different products and subaccounts. Just click on the “Edit” link that appears next to the user to make any modifications.
Deactivate user
For your security, it is essential to keep a good check of the users who can access your MDirector account and ensure that this information is kept up-to-date. For this reason, it is a good idea to deactivate users who no longer work for your company or whose roles no longer involve use of the MDirector platform.
To deactivate users, all you need to do is edit the user that you wish to deactivate and select the “No” option from the “Active” menu options.
To see deactivated users, you just need to go to the “Users” tab and select the “Show inactive users” option that you’ll find below the active users list.
Please note: If you cannot access the user menu, contact your account administrator and ask them to make any of the necessary changes.
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