User Management allows you to invite and manage team members in user management, as well as customize the level of access your users can see inside the Monsum account.
To access User Management, use these steps:
Select Account Settings in the top right corner
Then select User Management.
Manage Users
To invite a new user, use the below steps:
While on the User sub-tab, select the New user button
Enter the First and Last Name of the team member
Next, select the Email address
For User Role, choose between Standard or a custom Role
Select Save user to finish. Your user will receive an email with an activation link and their password to their user account.
If needed, hover next to any user’s name and select the gear icon. From here, you can select either:
Edit - Allows you to update the user's name or user role
Block - Stops the user from logging into your account
Delete - Permanently removes the user from logging into your account
User Roles Permissions
Adjust the level of access your users have by using the Standard User Role, or creating your own user roles, with three levels of access to each area of your Monsum account:
Permission Types
Dashboard
Clients
Subscriptions
Invoices
Banking
Products
Coupon Codes
Settings - Access to Account Settings
Users - Access to User Accounts
Permission Levels
None - User cannot access any content in the permission type assigned to them
Read Mode - User can only view content in the permission type assigned to them
Write Mode - User can create, edit and manage content in the permission type assigned to them
Create your own user role with these steps:
Select the User Role sub-tab, then select the New User Role button
Enter a Name for this new user role
Next, for each permission type, choose between None, Read Mode or Write Mode
Select Save User Role to finish. You can now assign this user role to any user.
If needed, hover next to any user role and select the gear icon. From here, you can select either:
Edit - Update the permissions for that particular user role
