Access Manager gives you control over who can access MAIO and also what your users can see and do when they are logged in.

Users

Each person that requires access to your MAIO deployment will need a user account.

Creating a New User

To create a new user:

1. Make sure the "Users" tab is selected in the entity view (left hand side of the screen)

2. Click "New"
3. In the new user dialog that pops up, enter the details for the new user
4. Press save to confirm. The new user will receive a confirmation email with instructions

By default new users are given the basic read-only permissions to the core MAIO apps (except Studio). To give the new user the correct access you can configure roles and groups for them.

Add a Role to a User

To add a role to a user:

1. Select the user you wish to make a change to
2. Make sure the "Roles" tab is selected on the user's main view
3. Click "Add Role" and select the role you wish to add
4. The role will be added to the user

Add a User to a Group

To add a user to a group:

1. Select the user you wish to make a change to
2. Make sure the "Groups" tab is selected on the user's main view
3. Click "Add Group" and select the group you wish to add
4. The group will be added to the user

Roles

Roles allow you to setup permissions for what a user can do within MAIO. These roles can then be applied to individual users so that they inherit the role's permissions.

By default, MAIO comes with a basic role and an admin role.

Creating a New Role

To create a new role:

1. Make sure the "Roles" tab is selected in the entity view (left hand side of the screen)

2. Click "New"
3. Give the new role a name (and optionally a description)
4. Select the permissions the new role should have for each app in the list
5. Save to confirm the new role

Add a User to a Role

To add a user to a role:

1. Make sure the correct role is selected
2. Click "Add User"
3. Find the user you want to add and select them
4. The user will be added to the role

Remove a User from a Role

To remove a user from a role

1. Select the role you want to change
2. Select the user from the users list (you can select more than one user)
3. The user(s) will be removed from the role
4. Click "Remove"

Groups

Organising your users into groups can be useful for replicating real-world organisational structures in MAIO. This can be useful for targetting communications to the relevant groups.

Creating a New Group

To create a new group:

1. Make sure the "Groups" tab is selected in the entity view (left hand side of the screen)

2. Click "New"
3. Give the new group a name and a parent path (optional)
4. Save to confirm the new group

Add a User to a Group

To add a user to a group:

1. Make sure the correct group is selected
2. Click "Add User"
3. Find the user you want to add and select them
4. The user will be added to the group

Remove a User from a Group

To remove a user from a group

1. Select the group you want to change
2. Select the user from the users list (you can select more than one user)
3. Click "Remove"
4. The user(s) will be removed from the group