User Management

There are 4 types of users in My Market Toolkit (MMT):

1. Account Owner
   • Owns account
   • Admin access
   • Responsible for invoices
   • Sets up roles
   • Sets up users
2. Back Office Users
   • Example: manages web pages, orders, reports, etc. using My Market Toolkit.
   • Has role-based access to MMT tools
   • Requires invitation from Account Owner or delegate
3. Agent/Portal Users
   • Example: employee using ecommerce to create orders but doesn't have access to customers and other orders.
   • Has access to registration based websites built in My Market Toolkit 
   • They DO NOT have access to My Market Toolkit
   • Requires an admin to create/manage their user
4. Member Users
   • Example: a user on a photosharing community
   • Has limited access to certain functions within a website built in My Market Toolkit
   • They DO NOT have access to My Market Toolkit
   • May be able to edit a profile, etc.

Mananging Users

Account Owner

An account owner is created in 2 ways: 1) they register 2) The professional services team sets up a new account

Modify account settings:

1. After logging in, click "My Account"
2. Choose setting to modify

Back Office User

Create a new Backoffice User

1. After signing in, click "My Account"
2. Hover over "Users"
3. Click "Users - Back Office"
4. Click "Invite User" icon 
5. Type email addresses of users to invite
6. Follow other instructions
7. Click "Submit" - invited users will receive an email. Once they follow the steps in the email, they'll be added to the account under the roles assigned.

Modify existing Back Office Users

1. After signing in, click "My Account"
2. Hover over "Users"
3. Click "Users - Back Office"
4. Click the edit icon (pencil)
5. Make modifications
6. Click "Submit"

Agent/Portal Users

Manually create a new Agent/Portal User (Agent/Portal Users can be created manually (i.e. portal access) 

1. After signing in, click "My Account"
2. Hover over "Users"
3. Click "Users - Agent/Portal"
4. Click "New" icon
5. Add details
6. Click "Submit"

Modify existing Agent/PortalUsers 

1. After signing in, click "My Account"
2. Hover over "Users"
3. Click "Users - Agent/Portal"
4. Click edit icon (pencil) next to user
5. Make modifications
6. Click "Submit"

To modify the password of an Agent/Portal User for a portal application follow these steps: