Tools - User Accounts - How to Edit, Add, and Delete Mosio User Accounts

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Tools - User Accounts - How to Edit, Add, and Delete Mosio User Accounts

Note: User Accounts is only available to you if you have Account Admin permission.

1. Finding User Accounts Page From Tools Dropdown
2. How to Add Mosio User Accounts
3. Add New Users Window
4. Add Existing Users Window
5. How to Edit Mosio User Accounts
6. Edit Pop-up Window
7. How to Delete Mosio User Accounts

1. Finding User Accounts Page From Tools Dropdown

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 1: Finding User Accounts Page From Tools Dropdown

 

 

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1. Tools: You can find "User Accounts" on the Tools dropdown menu.

2. How to Add Mosio User Accounts

The numbered items in Image 2 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 2: How to Add Mosio User Accounts

 

 

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1. Add New Users / Add Existing Users Buttons:
   * Add New Users: You can add a new user by clicking the "Add New Users" button. A window will pop up, which will be shown below.
   * Add Existing Users: You can add an existing user by clicking the "Add Existing Users" button. A window will pop up, which will be shown below.

3. Add New Users Window

The numbered items in Image 3 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 3: Add New Users Window

 

 

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1. Email: Enter Users email; required.
2. Username: Enter username; optional. A username will be created from the email if Username text field is left blank.
3. User Type: You can select which User Type, the options are: moderator, admin, and account admin.
4. Delete: Removes the user in it's affiliated row on the list.
   
5. Add Another User: Adds addition row(s) to create multiple users at the same time.
6. Add a Note: Add a note to the welcome email; optional.
7. Create Users / Cancel Buttons:
   * Create Users: Send email invitation for new user.
   * Cancel: Cancels all actions, the window will be closed.

4. Add Existing Users Window

The numbered items in Image 4 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 4: Add Existing Users Window

 

 

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1. Project: Choose which project from the dropdown to add the User to.
2. Choose which user(s) you want to add: An Account Admin associated with multiple projects can select users from a Project and add them to the current Project. You can remove this user at any time. If you have no users available in the selected Project, you will see a message: "No users available to select."
3. Add a Note: Add a note to the welcome email; optional.
4. Add Users / Cancel Buttons:
   * Add Users: Send email invitation for new user.
   * Cancel: Cancels all actions, the window will be closed.

5. How to Edit Mosio User Accounts

The numbered items in Image 5 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 5: How to Edit Mosio User Accounts

 

 

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1. Edit: You can edit your Mosio user account by clicking the "Edit" button. A window will pop up, which is shown below.

6. Edit Pop-up Window

The numbered items in Image 6 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 6: Edit Pop-up Window

 

 

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1. Username: Editable – You cannot change the username to an existing username in the system, if you do you will get an error message saying: "Username" invalid, username not available, or already in use.
2. Email: Editable.
3. Mobile Number: Editable.
4. Level: The Permission Level. You can select which one, the options are: moderator, admin, and account admin.
5. Last Login: Displays the last login for the uses.
6. Update User / Cancel / Remove User Buttons:
   * Update User: Updates the user account for this Microboard.
   * Cancel: Close window without saving changes.
   * Remove User: Removes the user account from this Microboard. A warning message is displayed asking to confirm action.

7. How to Delete Mosio User Accounts

The numbered items in Image 7 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 7: How to Delete Mosio User Accounts

 

 

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1. Remove: You can remove your Mosio user account by clicking the "Remove" button. A warning message will be displayed saying: "Really remove this user: *username* ?" You have the option to select "Okay," which will remove the user, or select "Cancel."  Selecting cancel will not remove the user.