Managing Users

By selecting the "Management" button under "Users", you can create new users for your Modus Communicate app, and manage existing users as well:

 

User Set-up:

To add a new user, you will want to make sure that you click on the "Add" button in the upper left hand corner of the page:

From here, you can fill out the information for the new user.  Required fields are designated with a red dot.  The sections of the page to complete are:

First Name

Last name

Email address

An alternate email address

Phone number

Password

User role 

Permissions (inherited from the user role but can also be customized)

Content languages

Regions

Folder permissions (inherited from the user role but can be customized

If your account utilizes the distributor ID and distributor name fields, you can complete these fields as well.

 

To send the user invite to the user just added, toggle on the send invite option to blue.

 

For follow through notifications to be sent to the user, toggle this option to blue as well 

 

Tap "Save" after your user profile has been completed.  

 

Assigning User Roles:

Each user needs to be given a role, which determines their privileges. There can be multiple users in the same role, but only one role assigned to each user.

Admin - Admins have access to everything in the account and can make changes in any respect in their Modus account.

Manager - Managers have open access and editing ability for the categories or groups they are specifically assigned to within the account.

Editor - Like the manager, the editor has access only to their designated categories and groups, but the editor may only change content that already exists. They cannot add anything new.

Viewer - Also, known as end-users, viewers can only view the information that is in the Modus Communicate app. 

Once you choose the Role, tap the ‘Save’ button.

 

Adding Permissions and Languages:

You can add or delete permissions and languages to customize what the user has  access to. By tapping on each menu option, a modal will appear with options of what the user can do -- which are auto assigned based on the Role they are given. Selecting the item in the modal will add a permission, a language, or a group depending on the area you are in. Once completed, you will want to tap “Save”.

 

Permissions example: 

 

Languages example: 

 

If you change your mind in the future, all you need to do is open the desired modal again, deselecting the permission or language option that you want to remove.  

 

Managing group and categories access: 

Group and category access provisioned to a user is inherited automatically by the user role that they are assigned.  Once a user role is assigned, the group and category access can be viewed by opening up the Folder Permissions modal:

When you tap into the modal, you will be presented with a list of groups that the user has access to.  Depending on the view access, the user will be assigned edit access, denoted with the green pencil icon, or view access which is denoted with a blue eye icon.  Admins can set individualized access specific to that user by tapping either on the edit or view option to the right of each group:   The categories that fall under the group will inherit the same edit or view access granted by the group. Individualized access to edit or view can be granted on the category level.  To do this, admins will want to tap on the folder icon: 

and then choose the category to grant edit or view access to:

 

To restrict access, tap the strikethrough icon.  This prevents access to the group and/or category.  Please note that group restrictions will cascade to the categories that fall under it:

 

 

Inviting Users:

You can invite users when adding them in Media Manager. Simply slide the toggle to blue to send an invite to the email address you entered above for the user profile.  A link will be sent to the newly added user with their login information:

 

Users who have been previously added to Media Manager can have a password reissued to them.  To do so, locate the user profile and tap into it.  Then, navigate to the "Generate Password" or "Resend Password" fields.  

If you tap on the "Generate Password" field, a new password will be issued to the user.  The Admin can copy and paste that password and send an email to the user.  Otherwise, tap on tap on the "Resend Password" button to generate and send a new password.  

 

Editing Users:

To edit a User, simply click on the user name and their profile will open up.  Complete the fields therein to edit the user, and tap "save" when done.

 

Allowing Follow Through Notifications: 

To allow follow through notifications to be received by the app users, toggle the "follow through notifications" to blue.  This allows users to be informed when their follow up recipients click on the links in the follow up email to view the content that has been sent:

 

 

Deleting Users:

You can delete a user by clicking on the trash icon in the corresponding user's row: