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User setup overview

Within the Administration/User setup tab:

Learn more: To learn about the Administration tab and its full description, please refer to this article.


1. Users' activity tab

To check the activity of users across Meiro Business Explorer, please go to the Users Activity tab.

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2. Users tab

Add new users, and manage existing ones in the Users tab. 

Create/ invite user

To create a user click on the "Create User" button. 

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Enter the user's name and email address. If you enable the "send email invitation" toggle, an activation link will be sent to the provided email, which will expire after 5 days. If you disable the invitation, set a password for this user by yourself.

 

SpecifyClick email"Add address,user" name,to andinvite selectmore people. 

 

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Choose the role for your new user. TickIf you're inviting multiple users at once, they will all have the checkboxsame to send an invitation to the email account. The activation link is sent to an emailrole and expirespermissions afterfor 5 days.segments.

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Select the segments you wishwant to invite yourthe user to and clickspecify the permissions (view/edit) you want to grant them.

Remember: even if the user's role already grants permission to view/edit certain segments, you can still invite them to specific segments by selecting them. This will ensure that they receive notifications about those segments on the notification board.

 

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Click on the "CreateSave" User"button button.once you are done.

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Manage users

Under the Users subtab, manage existing users: edit or delete them. Deleted users can be found in the trash, you can quickly locate and recover them with the "restore" button.

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3. Roles tab

User roles define permissions granted to users. Roles are fully customizable, and already set roles are listed in the Roles tab.

To create a user role, click on the "Create New Role" button, name the user role, and specify permissions granted, as well as limitations for attributes values visibility. Read more here.

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