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Setup and Configuration
Create and Configure Users
Create and Configure Users

How to add, edit, and delete users within Monsido

Updated over a week ago

This article gives information on how Admin users can create new users and configure existing users.

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Add Users

This section describes how to add users and user accounts.

  1. Click Users (people icon) from any page in Monsido.

    The location of the Users button, on the main page toolbar at the top of the page.

    The User List page opens.

  2. Click +Add new user.
    ​Note: This button is only available for Admin users.

    The location of the Add New User button on the upper right side of the page, on the main page toolbar.

    The Create User page opens. Provide the following information about the new user:

    • User Information

      This section gives instructions on how to provide user contact and identification details.

      The User information section on the Create User pane.

      • First Name (required): Type the first (given) name of the user.

      • Last name: Type the last name (surname) of the user.

      • Email (required): Type the email address for the user.

      • User is account administrator: Toggle the switch ON to assign administrator status to the user, or OFF to block the user from admin functions.
        ​

        Note: Administrators can add, edit, and delete any information within the Monsido interface.

        Note: Administrators have access to all API tokens (CMS, Customer, and Admin) and are responsible for sending out tokens to authorized CMS or Customer users. For more information, see the User Guide chapter:

        Create API Users.
        ​

      • Language: Click the drop-down arrow and select the language for the user's location.

      • Enable Export Email Notification: Toggle the switch ON to enable email notifications whenever an export is done.

      • Send welcome mail on creation: Toggle the switch ON to send a welcome email to the user with startup instructions.

  • Visible Modules

    This section gives information on how to assign modules for individual users to access.

    The Visible modules section on the Create User pane.

    • All modules: Toggle the switch ON to make all modules visible to the user.

    • Policies: Toggle the switch ON to make this module visible to the user.

    • Quality Assurance: Toggle the switch ON to make this module visible to the user.

    • Accessibility: Toggle the switch ON to make this module visible to the user.

    • SEO (Search Engine Optimization): Toggle the switch ON to make this module visible to the user.

    • PageCorrect: Toggle the switch ON to make this module visible to the user.

    • HeartBeat: Toggle the switch ON to make this module visible to the user.

    • Inventory: Toggle the switch ON to make this module visible to the user.

    • Statistics: Toggle the switch ON to make this module visible to the user.

    • Prioritized Content: Toggle the switch ON to make this module visible to the user.

    • Performance: Toggle the switch ON to make this module visible to the user.

    • Data Privacy: Toggle the switch ON to make this module visible to the user.

  • Domains

    This section gives information on how to assign specific domains to a user.

    The Domains section on the Create User pane.

    • Visible: Tick the box on the same row as the domain to make it visible to the user.

    • Send report: Tick the box on the same row as the domain to allow the user to receive reports for this domain.

      For more information, see the User Guide chapter:

      Report Center.

    • Click Save to save the user. The page closes and the new user is now on the User List.

For more information, see the User Guide article:

Admin Functions.

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Edit Users

This section gives instructions on how to edit a user account.


​Note: Only Admin users can edit a user.

  1. Click Users (people icon) from any page in Monsido. The User List page opens.

    The location of the Users button, on the main page toolbar at the top of the page.

  2. On the same row as a user, click Actions. Select Edit User. The Edit User details page opens.

    The location of the Edit User option in the Action menu, on the same row as a user.

  3. Edit the user details as needed.

  4. Click Save to save the changes and close the Edit User details pane.

For more information, see the User Guide article:

Admin Functions.

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Edit Profile

This section gives instructions for users to update their own profile after the user account is created by an admin.

  1. Click your user icon in the top right corner of the page, on the page toolbar. The menu expands.

    The location of the Profile button on the top right corner of the page in the main menu bar.

  2. Click Edit my profile.

    The location of the Edit My Profile selection in the My Profile menu.

    The My Profile page opens.

  3. Fill in the information and edit if needed.

  • Personal Information:

    • Email

    • First Name

    • Last Name

    • Title

    • Phone

    • Description.

  • Locale:

    • Language

    • Timezone.

  • Email Notifications:

    • Enable Export Email Notification: Toggle the switch OFF or ON.

  • Social:

    • Facebook

    • Twitter

    • LinkedIn.

  • View Options:

    • Accessibility mode (Beta): Toggle the switch OFF or ON to use Monsido in Accessibility Mode. This option changes the default view of Monsido to colors with greater contrast.

  • Change Password:

    • Current Password: Enter the current user password

    • New Password: Enter a new user password

    • Repeat New Password: Enter the new password again to verify it.

  • Two-Factor Authentication

    • A message indicates if two-factor authentication is enabled or disabled.

    • Setup: Click to configure and enable or disable two-factor authentication.

      • A QR code page opens.

      • Scan the QR code with the authentication app on a second device.

      • A 6-digit code is sent to the device.

      • Enter the code into the space provided.

      • Click Submit.

    Note: This requires the user to have a TPA (Third-Party Authenticator) application installed such as Google Authenticator, Authy, or Hennge OTP.

  • Click Save.

Login with 2FA

To log in with 2-Factor Authentication (2FA), follow the instructions on the screen:

  1. Enter the email and password.

  2. Click Log In.

  3. The Two-Factor Authentication screen opens.

    Image showing the two-factor authentication setup screen.

  4. Click Next.
    ​

  5. Open the Authenticator app on another device and enter the code shown under Monsido.

For more information, see the User Guide article:

Two-Factor Authentication.

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Delete Users

This section gives information on how to delete a user.

  1. Click Users (people icon) on the top menu bar. The User List page opens.

    Image showing the location of the Users button.

  2. On the same row as a user, click Actions.

    Note: The Actions menu are only available to site admins.
    ​

  3. Select Delete User.

    The location of the Delete User option, in the Action menu on the same row as a user.

  4. A dialog box opens with the text, “You are about to delete (username) please type Delete to confirm this action”.

    Image of the User Delete confirmation message.

  5. Type “Delete” in the text box.

  6. Click OK to save. The dialog box closes and the user is gone from the list.

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Additional Resources

For definitions and explanations of acronyms and abbreviations used in the Monsido User Guide, see:

Glossary.

For further assistance, contact the Monsido support team at support@monsido.com or use the Monsido chat and help features inside the application.

Image of the toolbar with the Help Center buttons highlighted.

Monsido Contact Information

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