Online help
Management of users » How to manage users?
It is possible to create an unlimited number of users in My DSO Manager.
There are two users categories, « active » and « inactive ».
There are two users categories, « active » and « inactive ».
Create an active user
« Active » users will be able to logon using their own username and password, and they will be able to interact in My DSO Manager depending on their type (see the online help regarding the differents users types)
From the Settings tab, click on the blue icon « Add a user ».
Fill the necessary elements according to the users types, in this case a new Credit Manager :
Active account? Yes → the user has his own login and password to access the platform.
User's email must be validated so he can sent emails from My DSO Manager:
An email is sent to the user, he has to click on the link to validate his email address on My DSO Manager.
The new user can now access and use his own My DSO Manager account, you can now send him his username and temporary password.
From the Settings tab, click on the blue icon « Add a user ».
Fill the necessary elements according to the users types, in this case a new Credit Manager :
Active account? Yes → the user has his own login and password to access the platform.
The password must consist of 9-128 characters, have a digit, lowercase, uppercase or one special character
For security reason it is recommended to select « Force password change on next login »
User's email must be validated so he can sent emails from My DSO Manager:
The new user can now access and use his own My DSO Manager account, you can now send him his username and temporary password.
Create an inactive user
The creation method is identical to the active users one, but by selecting No in « Active account? »
This user category makes possible to quickly add this person as a copy of an email, or send him an internal interactive email:
He can also be associated to one or several customers accounts:
This user category makes possible to quickly add this person as a copy of an email, or send him an internal interactive email:
He can also be associated to one or several customers accounts:
This association then allows you to filter your accounts and reports by the associated person
