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Setup and Configuration
Create and Configure Users
Create and Configure Users
How to add, edit, and delete users within Monsido
Faith George avatar
Written by Faith George
Updated over a week ago

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Section Topics

Add users

Edit users

Edit Profile

Delete users

Additional Information

Add Users

This section describes how to add users and user accounts.

  1. From the Monsido Domain Overview (Globe icon) click Users (people icon).

    Image showing the location of the Users button.

    The User List page opens.

  2. Click +Add new user.

    Image showing the location of the Add New User button on the upper right-hand side of the page.

    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.

      Image of the Create User - User information section.

      • 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.

    Image of the Create User - Visible modules section.

    • 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.

    Image of the Create User - Domains section.

    • 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.

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Edit Users

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

  1. Navigate to the Monsido Dashboard (Home) and then click Settings (the gear icon) at the top of the page. The Admin Settings page opens.

    Note: The Settings button is only available to site admins.

    Image that shows the location of the Settings button.

  2. Click Users (people icon). The User List page opens.

    Image showing the location of the Users button.

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

  4. Edit the user details as needed.

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

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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. On the top menu bar, click the user icon in the top right corner of the page. The menu expands.

    Image that shows the location of the Profile button on the top right-hand corner of the page in the main menu bar.

  2. Click Edit my profile.

    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 app installed such as Google Authenticator, Authy or Hennge OTP.

  • Click Save to save the changed settings.

Login with 2FA

To log in with 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 Login.

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Delete Users

This section gives information on how to delete a user.

  1. Navigate to the Monsido Dashboard (Home) and then click Settings (the gear icon) at the top of the page. The Admin Settings page opens.

    Note: The Settings button is only available to site admins.

    Image that shows the location of the Settings button.

  2. Click Users (people icon). The User List page opens.

    Image showing the location of the Users button.

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

  4. Select Delete User. 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. Click in the text box. Type “Delete” and then click OK to save. The dialog box closes and the user is gone from the list. Press Cancel to cancel the action.

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Additional information

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

Image of the Monsido toolbar showing the location of the different Help options.

Contact us

Monsido, an Optimere brand:

San Diego, CA, USA

5880 Oberlin Dr,
San Diego, CA 92121, USA

Monsido US Support:+1 858-281-2185

Australia & New Zealand

Suite 2.04
80 Cooper St
Surry Hills, NSW 2010

Monsido APAC Support:+61 2 9051 0590

Copenhagen, Denmark

Borupvang 3
2750 Ballerup, Denmark

Monsido Europe Support:+45 89 88 85 05

London, UK

14 New Street
London, EC2M 4HE

Monsido UK Support:+44 20 8138 8450

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