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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.

Add Single Users

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

The options for the “role” field are:

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.

Please note that the role field here is independent from the individual products, a user can be an administrator in HQ and have basic roles for the connected products.

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.
 

Some products will need additional information to be added, such as “role”. Mitratech HQ fills the additional information using defaults; for “role” specifically, the lowest role is chosen as the default. Review the “Manage Existing Users” article to learn more.   

You can also opt to manage users directly from the individual products. 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.

To manage roles and other fields, you can navigate to the user’s profile after they’ve been added and go to the product you wish to manage.

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. 

  • Role in the individual products

    • If you know what the user role in the individual products should be, fill this field out, otherwise you can leave it empty and the system will assign the lowest role available.

A template .csv file is also available for use.

Some products will need additional information to be added, review the “Manage Existing Users” article to learn more.   You can also opt to manage users directly from the individual products. 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. 

 

 

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