Business Management Tools
User Management in My Market Toolkit
There are 3 types of users in My Market Toolkit (MMT):
- Account Owner
- Owns account
- Admin access
- Responsible for invoices
- Sets up roles
- Sets up users
- MMT User
- Has role-based access to MMT tools
- Requires invitation from Account Owner or delegate
- 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:
- After logging in, click "My Account"
- Choose setting to modify
MMT User
Create a new MMT User
- After logging in, click "My Account"
- Click "MMT Users"
- Click "Invite User" in the yellow action bar
- Type email addresses of users to invite
- Follow other instructions
- 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
- After logging in, click "My Account"
- Click "MMT Users"
- Click the edit icon (pencil)
- Make modifications
- 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)
- After logging in, click "My Account"
- Click "External Users"
- Click "Create External User" in the yellow action bar
- Add details
- Click "Submit"
Modify existing External Users
- After logging in, click "My Account"
- Click "External Users"
- Click edit icon (pencil) next to user
- Make modifications
- Click "Submit"
To modify the password of an external user for a portal application follow these steps:
- After logging in, click "My Account"
- Click "External Users"
- Click edit icon (pencil) next to user
- In the Password field, type the new password and retype it in the field below
- Click "Submit"