May 10, 2020
Managing Groups, Roles and Job Titles
In this guide, you will learn how to establish the hierarchy of your firm by managing user groups, roles and permissions, and job titles. Table of contents Accessing the Group, Roles and Job Titles window Groups tab Creating a Group Editing a Group Deleting a Group Roles tab Creating a Role Editing a Role Deleting…
maatdeskadmin
May 6, 2020
Managing Users
In this guide, you will learn how to manage your firm’s users by inviting them to Maatdesk, editing their information, setting up their roles and groups, and more. Table of contents Accessing the Users window Inviting a User Resending an Invitation Editing a User Deleting a User Accessing the Users window To access the Users…
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