Users
Each of the MSPCFO Subscription Plans (Basic, Premium, Enterprise) entitles the MSP to have an unlimited number of users.
A user is any person in your organization that has been granted a login to MSPCFO.
Only an Administrative user can add, delete, or making other changes to information for users. This function is done through the Users module. If you are an Admin user, click on the down arrow next to your user name and go to Users.
The detail lines of the report show you the (1) user email, (2)user name, (3) the level of the user (Profile), (4) the Status of the user, (5) the last time the user signed into the system (if blank, user has never signed in), and (6) an option to edit or delete the user.
If a user no longer needs access to MSPCFO, the user can be deactivated in the Status column, or deleted in the Options column. If the user may need to be activated at a future time, the deactivate option is a better choice because the user information is in the system and does not have to be entered again. The status of the user is the only information that needs to be changed.
To add a new user, click on the Add User button.
The New User screen allows a new user to be added to the system. If it is over the allocated number of users included in the subscription price, a message tells you that there will be an extra charge. This screen allows you to add the person's email address, name (first last), cell phone number (used for 2FA), and membership profile - level of user.
Currently there are three levels to choose from which are detailed in Setting Up a New User. The administrative user has access to all published reports and can change settings. The Manager and Member level users are more limited in what permissions they have as shown in Setting Up a New User, but the administrative person adding the user can modify the predefined settings to give more or less access to the user.
When all changes have been made to the New User Screen, click either Save or Cancel.
For security reasons, only defined URLs can be associated with the email address of a user as defined in the company setup. The primary URL is your company URL which is setup when you become a client. If you are adding a person with a different URL, this cannot be done directly by the admin. user. Contact your CSR to update your company record and add the new user. MSPCFO recommends you not allowing email addresses with URLs such as gmail.com or yahoo.com. These are very common and open up the site to security risks.
For a new user who is Admin level, all released reports for the subscription are available so you just need to click Save.
For the Manager or Member level of user, reports are limited depending on the user level. MSPCFO has predefined settings for each level (i.e. for the Manager level, all reports and settings that contain payroll information are turned off.) On a user by user basis, the Admin can modify these settings.
After all updatings have been done for a new user, click Save or Cancel.
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