How to manage users of your Multi-Entities accounts?

The Multi-Entities plateform allows you to centralize and consolidate the receivable of the different companies that compose your group.

In My DSO Manager, for the customized versions, it is possible to create an unlimited number of users.

There are three user categories : the « Multi-Entities », the « active » and the « inactive ».

1. The Multi-Entities user

The « Multi-Entities » user will be able to connect to the Multi-Entities platform of My DSO Manager using his own login and password, and access one or several of your entities.



This type of user is created in two steps:

Step 1 Create the user:

From the Multi-Entities Platform, go to the Admin tab, Manage Multi Account Users, and click on

Fill in the necessary elements and define a role for your user.
→ For more information on roles: What are the user profiles?




Once clicked on "+ Add", the user automatically receives an email from My DSO Manager informing him of the creation of his account, giving him his login ID and inviting him to create his own password.

The user must carry out this operation within a maximum period of 30 days. Beyond this period, his account will be automatically inactivated.

Step 2 Allow the connection to the desired entities:



A "Multi-Entities" user is automatically created in the entities for which he has been authorized to connect.



Step 3 Management of entity accounts :

To view and manage your users' access, go to:

The Admin tab > Manage my « Entities » accounts.



On this view, you can: :

• Filter by user, to check which entities they have access to.

• Remove your users' access rights to certain entities. To do so, click the « trash » icon next to the user.

• Filter by group, to identify and verify which users have access to it.

2. The active user

The « active » user will be able to connect directly to the entity in which you created him and only to it, using his own username and password.



From the desired entity, go to Admin, add this user by filling in their details, and check « Yes » in the « Active Account » to set an username and password to access to the entity.

In the same way as for a Multi-Entities user, the user's email must be validated.

Once done, your user has access to the desired entity and can act in My DSO Manager, you can send him his username and temporary password.

3. The inactive user

This category of users allows you to quickly add this person as a copy of an email, send him an interactive internal email, and also associate him with one or more customer accounts.




The creation logic is identical to that of the active users, but by ticking « No » to the question "Active account?".