Users are people within your organisation that can access mattero, and view and edit Matters, Documents, Tasks and more.
A User can be created from an existing Contact in mattero, or created as a new Contact in mattero.
Creating a User Account
To create a User in mattero:
- On the sidebar, select System ().
- Under Users, select User Accounts.
The User Accounts page displays all current Users in your organisation, as well as their Active Login, License Status, and general Status.
Note: by default, the Enabled filter is set to 'Yes', so the list will display only the Enabled Users when you first get to this page. You can select 'No' or 'Clear' from the dropdown, to view only the Disabled Users or all the current users respectively.
View the Activate Microsoft or Google Authentication article, the 'Managing Your Subscription Package' section of the Subscription Package article, and the Enable User Accounts article for more information.
- To create a User, select Create User.
- In the window that opens, select either Create user for an existing contact, or Create user for a new contact.
If 'Create user for an existing contact' is selected, enter a Contact's name and select them from the dropdown list that appears.
If 'Create user for a new contact' is selected, enter their First Name and Last Name.
When all details are entered, select OK.
Once the User is created, you will then need to invite them to mattero and allocate a license. View the Invite Users to mattero article and the 'Managing Your Subscription Packages' section of the Subscription Packages article for more information on these processes.
Create User, User Accounts, Role, Job Role, Position, Career, Billing