Online help
Management of users »
How to manage users?
In My DSO Manager, for the customized versions, it is possible to create an unlimited number of users.
There are three user categories : the « active », the « inactive » and the « multi-entities » for accounts using a Multi-Entity platform.
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.
To create this type of user, from the relevant entity, go to Admin, Manage Users, and click « Add New User ».
Fill in the necessary elements and define a role for your user.
→ For more information on roles: What are the user profiles?
Click on « Validate email address » to send an email to the user, inviting him to validate his address in My DSO Manager.
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.
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?".
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 more of your entities
→ For more information on the « Multi-Entities » user: How to manage users of your Multi-Entities accounts?
There are three user categories : the « active », the « inactive » and the « multi-entities » for accounts using a Multi-Entity platform.
1. 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.
To create this type of user, from the relevant entity, go to Admin, Manage Users, and click « Add New User ».
Fill in the necessary elements and define a role for your user.
→ For more information on roles: What are the user profiles?
The password must be at least 9 characters, have a digit, a lowercase, an uppercase letter, or a special character.
For security reasons, it is recommended to select « Force password change on next login »
For security reasons, it is recommended to select « Force password change on next login »
The user's email must be validated so that he can send emails from My DSO Manager
Click on « Validate email address » to send an email to the user, inviting him to validate his address in My DSO Manager.
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.
2. 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.
Associating a colleague with a client allows you to filter your accounts and reports using this criteria.
The creation logic is identical to that of the active users, but by ticking « No » to the question "Active account?".
3. 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 more of your entities
→ For more information on the « Multi-Entities » user: How to manage users of your Multi-Entities accounts?
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