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How does User Management work?

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.

 

Only the owner of the account can access API Keys.

 

To access User Management, use these steps:

  1. Click on Account Settings in the top right corner
  2. Select User Management.
    User management option selected in Account Settings menu.

 

Manage Users

To invite a new User, use the below steps:

  1. While on the User sub-tab, click on the New user button
    New user button above list of users.
  2. Enter the First and Last Name of the team member
  3. Next, enter the Email address
  4. For User Role, choose between Standard or a custom Role
  5. Click 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 click on the gear icon. From here, you can select either:

Gear icon next to user name.

  • Edit - Allows you to update the Employee’s name or User Role
  • Block - Stops the Employee from logging into your account
  • Delete - Permanently removes the Employee 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:

  1. Click on the User Role sub-tab, then click on the New User Role button
    New user role button above list of roles.
  2. Enter a Name for this new User Role
  3. Next, for each permission type, choose between None, Read Mode or Write Mode
  4. Click Save User Role to finish. You can now assign this User Role to any User.

 

If needed, hover next to any User Role and click on the gear icon. From here, you can select either:

Gear icon next to user role name.

  • Edit - Update the permissions for that particular User Role
  • Delete - Permanently removes the User Role