Users are managed from the Settings > Users list. From here you can add new users, open a user to edit their details and permissions, deactivate users who have left, and print user barcodes for scanning.
Adding a New User
- Click Add New User at the top of the user list.
- Enter the user's first name, last name and email address, then save.
- Open the new user from the list to set their department, permissions and other details, described below.
Adding a user creates their employee record so they can be selected throughout M-Power — as an account manager, in job assignments, timesheets and so on. An employee record does not by itself allow the person to sign in: sign-in accounts are provisioned separately by M-Power so that login access is controlled. Contact M-Power support when a new user needs a login.
The User Details Dialog
Click a user's name in the list to open their details. The dialog is organised into a sidebar of tabs in three groups.
General
| Tab | What it contains |
|---|---|
| Details | Name, email, department, location and profit centre, plus key flags: Active, Is An Account Manager (shows the user in account manager lists), Display In Email Lists (shows the user in email From-address lists), Edit Locked Invoices (only relevant with the Xero lock-after-export feature) and the Accounting System Link. |
| Contact Details | Address, phone, mobile, start date and birthday. Only visible to users with the Allow Managing Employee Data security setting. |
| Notes | Notes recorded against the employee. Only visible to users with the Allow Managing Employee Data security setting. |
| Timing | The user's time records, filterable by date range. |
Access
| Tab | What it contains |
|---|---|
| App Permissions | Controls which M-Power modules (Quotes, Orders, WIP, Settings etc.) the user can see and open. |
| Mobile Permissions | Controls which modules the user can access in the mobile app. If the user has no mobile permissions yet, use Add Mobile Permissions to set them up. |
| Security Roles | Assigns the user to security groups that control access to individual features — see Feature Level Permissions. |
| Job Roles | Job-function roles assigned to the user, used for notification routing and task assignment. |
Configuration
| Tab | What it contains |
|---|---|
| Security Settings | Per-user restrictions: Filter By User as Account Manager (see below), Deactivate access to the calculator, Block access to orders, and Allow Managing Employee Data (grants access to the Contact Details and Notes tabs of all users). |
| User Settings | The user's email signature block, used when sending documents by email. |
Limiting Sales Staff Access to their Customers
It is a common request to restrict sales staff access to only 'their' clients. Enable Filter By User as Account Manager on the user's Security Settings tab to filter Leads, Quotes, Orders, Despatches and Invoices (both lists and details) to only those where the user is the Account Manager.
Note: users restricted this way should not be given access to the Settings module, or they could un-tick the setting themselves and regain access to all customers and related records.
Deactivating a User
When a staff member leaves, open their Details tab and turn off the Active flag. Deactivated users no longer appear in the user list by default (use the status filter to show them) or in selection lists, but all their history on quotes, jobs and notes is retained. If the user had sign-in access, also contact M-Power support to have their login disabled.
Printing User Barcodes for Scanning
From the user list, click the Print Barcode button on the user's row to print their barcode for use with the Scan module.
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