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User Management

Mitratech HQ allows you to manage users across your organization, this includes:

  • Adding new users (single or in bulk)

  • Deactivating users

  • Managing the products they have access to

Before you get started, make sure you have admin access to Mitratech HQ. If you do, you should see the “users” section below.
 

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Add Single Users 

Mitratech HQ supports adding users to the individual products by filling out their basic details including name, email and timezone. 

User Permissions

Basic users: will have access to Mitratech HQ dashboard and product switcher (9 box grid).

Admin users: will have access to additional sections to configure authentication and manage users.

Application Access

The next step is to decide which products users will have access to. The number of products shown on this list will vary depending on the user's subscription. 

Add Users in Bulk

Mitratech HQ admins can add users in bulk by uploading a CSV file containing the following user information:
 

  • Name

  • Last Name

  • Email

  • Role in Mitratech HQ

    • Basic users: will have access to Mitratech HQ dashboard and product switcher (9 box grid). 

    • Admin users: will have access to additional sections to configure authentication and manage users. 

  • Access to the individual products

    • Specify if a user should be added / will have access to the individual products. Accepted values are “yes” and “no”
       

A template .csv file is also available for use.


How to Resend an Invitation Email to a User in HQ

If a user didn’t receive their invitation email or needs a new one, you can resend it directly from HQ by following these steps:

  1. Log in to HQ using your admin credentials.

  2. From the left-hand navigation panel, go to Users to open the list of all existing users.

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  1. Locate the user who needs a new invitation email:

    • You can use the search bar to find them by name or email address.

    • Use the filters to find the User, in this case Invited or All.

  2. Once you find the user, click on their name to open their profile.

  3. At the bottom right of the user’s profile, click Resend Invitation (or Send Invitation, if the user hasn’t received one yet).

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  1. A confirmation message should appear indicating the invitation has been resent.

  2. Ask the user to check their inbox and spam/junk folder, and to use the link in the email to complete their account setup.


Tips & Troubleshooting:

  • If the user still doesn’t receive the email, verify that their email address is correct and active.

  • You can also suggest that they whitelist the sender domain (e.g., @mitratech.com).

  • If the issue persists, contact HQ Support for further assistance.


 

FAQ’s related to user management 

Is the role on Mitratech HQ applicable to the individual products?

No, the role field on Mitratech HQ is independent from the individual products, meaning, a user can be an administrator in HQ and have basic roles for the connected products.  

What are the user fields that are synced between the products and Mitratech HQ?

Mitatech HQ syncs the users full name and email with the individual products. When adding a user from HQ, some additional information is needed in the individual products, such as “role”. HQ fills this additional information using defaults; for “role” specifically, the lowest role is chosen. You can navigate to the individual products to update the default fields. Review the “Manage Existing Users” article to learn more.   

You can also choose to manage users directly from the individual products. Only their name, last name, email and timezone will be synced with Mitratech HQ and the rest of their information will remain available in the products. 

Will my 3rd party integrations be affected by Mitratech HQ? 

If you have integrations enabled for Trakstar Hire, they shouldn’t be affected as it is a one way integration (you push data from Hire to those systems).

Questions? Reach out to our Support team here!

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