The first thing the company administrator can do is setting up the users in the company. This is important to start business processes and contracts. Users have different roles and permissions. For example, the business process coordinator can start business processes, can import contract and can invite companies, users and support.
How to add users?
A company admin can add a user to be part of the company. To do so, the company admin needs to go to ‘My Company’, ‘User’ and then select ‘Add user’. The company admin needs to fill in the contact information, the department (optional), the role and the user name. When the form is filled in, the company admin can save the form. The new user will get an email with an unique URL and SMS with an unique code. The new user needs this information to register in the system. The new user selects the URL and will be redirected to a page on the MYOBI system to register. Here the new user enters the email and the unique SMS code to authenticate. The new user needs to set a new password. Then a welcome message appears with the instruction the sign the TTP Policy. After the new user signed the TTP Policy, the user will have access to the company system.
How to edit users?
A company admin can edit users. To do so, the company admin needs to go to ‘My Company’, ‘Users’ and select an user to edit. The company admin can edit the name, the department, the phone number, email address and the role(s) in the company. The user will get a notification when their user account is edited by the company admin.
How to reset users?
A company admin can reset users. To do so, the company admin needs to go to ‘My Company’, ‘Users’ and select an user to reset. Simply select the button ‘Reset’ and an user will get an email a with an unique URL and SMS with an unique code. The user needs to select the URL to redirect to the reset page of the system. Here the user will fill in the email address and the unique code from the SMS.
How to block users?
A company admin can block users. To do so, the company admin needs to go to ‘My Company’, ‘Users’ and select an user to block. The company admin simply select the button ‘Block’ and the user will be blocked instantly. The user will not be notify due the changes.
How to delete users?
A company admin can delete users. To do so, the company admin needs to go to ‘My Company’, ‘Users’ and select an user to delete. The company admin simply select the button ‘delete’ and the user will be deleted after a warning message from the system. This can’t be undone. The user will not be notify due the changes.
How to set roles?
A company admin can set the roles of a user. To do so, the company admin needs to go to ‘My Company’, ‘Users’ and select an user to set role(s). The company admin can easily add and remove roles to users. Simply select the user and in the form the company admin will see ‘roles’. Click on the arrow ‘add item’ and all the roles appears. Click on one or multiple roles and save. If the company admin want to delete a role, click on the current role and a drop down appears. Then select ‘delete’. The user will not be notify due the changes.
