Create and manage users

Learn how to create and manage users in MXO.

Create a user

To create a user, follow these steps:

  1. In MXO, go to Admin settings > Users.

  2. Click + Create.

  3. Enter the following details for the user:

    FieldDescription
    First NameFirst name of the new user.
    Last NameLast name of the new user.
    Email AddressEmail address of the new user. This is the email address to which all emails from MXO will be sent.
    Confirm Email AddressRe-enter the email address of the new user. This must match the email address specified in the Email Address field.
    User IDUsername assigned to the new user. The user must provide this username to log into MXO.
    System AdministratorEnable this option to assign the user a system administrator role, also known as tenant admin. A system administrator can access admin settings, create new users and change the security settings for a tenancy.
    Note: We strongly recommend that you have two or more system administrators for your tenancy.

    When the option is off, that user's permissions will be determined by how they were set up in the Teams page (Configure > Teams) of each workspace.

    These users cannot access admin settings and create new users or change the security settings for a tenancy.
    GroupsLeave as default. By default, all users are assigned to the default group.
  4. Click Save. This sends an email to the new user. The email contains a link to the User Security Registration page. The link remains active for 28 days. After clicking the link, the user is asked to set up their password and choose a number of security questions to answer in the event that they forget this password.

Edit a user

To edit a user, follow these steps:

  1. In MXO, go to Admin settings > Users.

  2. Find the desired user in the list and click edit icon Edit.

  3. Edit the user's details as required.

  4. Click Save to finish the editing process.

Reset a user account

  1. In MXO, go to Admin settings > Users.

  2. Find the desired user in the list and click edit icon Edit.

  3. Click Reset Account.
  4. Click Save. This sends an email to the user. The email contains a link to the User Security Registration page. The link remains active for 3 days. After clicking the link, the user is asked to set up their password and choose a number of security questions to answer in the event that they forget this password.

Reset a user's password

  1. In MXO, go to Admin settings > Users.

  2. Find the desired user in the list and click edit icon Edit.

  3. Click Reset Password.
  4. Click Save. This sends an email to the user. The email contains a link to the Answer your security questions page. The link remains active for 3 days. After clicking the link, the user is asked to answer one or more of their chosen security questions before being asked to provide a new password.

Delete a user

  1. In MXO, go to Admin settings > Users.

  2. Find the desired viewpoint in the list and click delete icon Delete.

  3. Click Delete to complete the deletion process.

Note:

User IDs within MXO are unique. Deleting a user renders the associated user ID inoperative. If you delete a user and need to set the same user up with a new account at a later date, you must assign that user a new, unique, user ID.