User — Edit

In Manager.io, you can manage access to your businesses by creating and editing user accounts. This guide explains how to use the User form to add new users or modify existing ones.

Accessing the User Form

To add a new user or edit an existing one:

1. Navigate to the Users tab in the left navigation pane.
2. Click on New User to create a new user, or click on an existing user to edit their details.

User Form Fields

The User form contains the following fields:

Name

Enter the name of the user. This can be their full name or any identifier you prefer.

Username

Enter a username for the user. This will be their login name used to access the system.

Password

Enter a password for the user. They will need this password to log in to the system.

Type

Select the user type. You have two options:

• Administrator: Has full access to the system. Anything you can do, another administrator can also do.
• Restricted User: Has access only to the businesses you select for them. They cannot view the Users tab or manage other users.

Businesses

If you have chosen to create the user as a Restricted User, you can select which businesses they are allowed to access:

1. Under the Businesses section, check the boxes next to the businesses you want the user to access.
2. You can select one or multiple businesses as needed.

Multifactor Authentication

Check this option if you want to enforce multi-factor authentication (MFA) for the user:

• When enabled, the user will be prompted to set up MFA on their mobile device during their first login.
• MFA adds an extra layer of security by requiring a second form of verification beyond just the password.

Saving the User

After filling in all the necessary fields:

1. Review the information to ensure it is correct.
2. Click Create (for new users) or Update (for existing users) to save the user.

Next Steps

• Inform the User: Provide the user with their username and password so they can log in.
• MFA Setup: If multifactor authentication is enabled, instruct the user on how to set it up during their first login.

Important Notes

• Security: Always ensure passwords are strong and confidential.
• User Access: Regularly review user access rights to maintain system security.
• Administrators: Be cautious when assigning the Administrator role, as it grants full system access.

By carefully managing user accounts, you can ensure that each user has appropriate access to the businesses and features they need within Manager.io.