User Management in My Market Toolkit

There are 3 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. MMT User
   • Has role-based access to MMT tools
   • Requires invitation from Account Owner or delegate
3. External User
   • Has role-based access to portals or communities
   • Can not log into MMT directly
   • May or may not need invitation

Mananging Users

Account Owner

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

Modify account settings:

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

MMT User

Create a new MMT User

1. After logging in, click "My Account"
2. Click "MMT Users"
3. Click "Invite User" in the yellow action bar
4. Type email addresses of users to invite
5. Follow other instructions
6. 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 MMT Users

1. After logging in, click "My Account"
2. Click "MMT Users"
3. Click the edit icon (pencil)
4. Make modifications
5. Click "Submit"

External User

Manually create a new External User (external users can be created manually (i.e. portal access) or they can register for a community account on the community website)

1. After logging in, click "My Account"
2. Click "External Users"
3. Click "Create External User" in the yellow action bar
4. Add details
5. Click "Submit"

Modify existing External Users 

1. After logging in, click "My Account"
2. Click "External Users"
3. Click edit icon (pencil) next to user
4. Make modifications
5. Click "Submit"

To modify the password of an external user for a portal application follow these steps: