Users
Introduction
Users can be categorised by three types:
- Account Manager - allows the user to add new schemes/users
- Active User - have access to Mantle and to the relevant schemes for which they have permissions
- Suspended User - cannot access Mantle
How To Create
To create a new user you must be an account manager. To create a new user follow the steps below:
1. Navigate to the relevant client page to view the current list of users.
2. Click add new in the table, input the full name in the dialog box and click 'Add'.
3. The new user should now appear at the top of the table list.
How to Edit
To edit a user you must be an account manager. To edit a user follow the steps below:
1. Navigate to the relevant client page to view the current list of users.
2. Click the relevant user you want to edit.
3. Make any amendments on the user page.
4. If you want to refresh the user without saving your changes click the refresh icon in the header bar.
5. If you want to save any changes you have made click the save icon in the header bar. The save icon will only appear if changes have been made.
Specification
A user has several setup options listed below:
- Full Name (Compulsory) - required to identify users and is used in mantle multimarkdown document letter using the appropriate latex tag.
- Email Prefix (Optional) - used in mantle multimarkdown document letter using the appropriate latex tag.
- Public Phone Number (Optional) - used in mantle multimarkdown document letter using the appropriate latex tag.
- Suspend User - If Suspended the user will no longer be able to access Mantle.
- Login Method - There are two login methods either by 'simple user id' or 'google authenticator'.
- Simple User Id - This is used as the user login id if their login method is set to 'simple user id'.
- Number For SMS Keycode Delivery - This is used as to send the 2FA text SMS messages to the user if their login method is set to 'simple user id'.
- Mailbox - allows the user to assign/reassign documents sent to their client mailbox
- Account manager
