Click on a Group to view more detailed information about that Group. To do this, click the ‘magnify’ icon at the far right-hand side of the Group. There are three tabs on this page that provide more information about the Group.

There are three tabs on this page that provide more information about the Group.

1/- BASIC:

The first screen displays basic information about the Group.

2/- MEMBERS:

The Members tab displays a list of all users that have been added to the group.

To add or remove a user from the Group click on the ‘magnify’ icon at the far right hand side of the screen.

Sort Group members using the funnels in the table header row. Or, use the arrows at the bottom of the screen to scroll through to the next page.

3/- PERMISSIONS:

The Permissions tab displays all permissions that have been assigned to the group.

The following information is available on this page:

• Application: This is the name of the application or product that users within this group can access.
• Permission Name: This is the name applied to the permission, based on the application and role that has been selected.
• Role: The role within each application can be set as either Admin or User.
  • An Admin role will allow users to administer permissions if permission options exist within the application.
  • A User role will give the user permission to access the application.
• Scoped Facility Tenancy: Some products are only applicable if you have a facility tenancy. The tenancy linked to the permission is listed here. If a facility tenancy is not applicable, the field will say ‘not scoped’ (e.g. the Commercial Services product that your customers use to access their transactions does not scoped to a tenancy).

Follow these steps to create a new Group.

1/- Click on the Groups page from the left-hand menu.

2/- Click on Create.

3/- Enter the name of the new group. [Tip - Give the group a meaningful name as this will help you to identify the correct group when adding users.]

4/- Click Continue to create the Group. Next you will need to add permissions to the Group.

Add Permissions to the Group:

5/- Click on the Permissions tab within the Group that you have created.

6/- Click Add Permission.

7/- Select the Application / Role:

• Commercial Management  Admin / User
• Commercial Services  Admin / User
• Data Administration  User
• Facility Management  Admin
• Facility Management  User
• Platform  Admin
• Regulatory  Admin / User
• Resident Services  Admin / User
• System Configuration  User
• Ticketing - User

8/- Select the relevant facility tenancy from the dropdown list to scope the permission to.

9/- Then click Add.

Add Members to the Group:

Adding new members to the group is managed from the Users page.

10/- Select Users from the left hand menu. Read this section for more detailed steps.

As the name suggests, this is your ‘Default Group’. The group cannot be renamed and cannot be deleted. All new users will automatically be added to this Group.

Recommendation: We recommend that all permissions are removed from this Group. Instead, create other groups with more meaningful names to manage your users and their access to applications.

To remove permissions from an existing Group:

1/- First go into the Group by clicking on the ‘magnify’ icon at the far right hand side.

2/- Click on the Permissions tab

3/- Click on the ‘X’ at the far right hand side of the permission you wish to remove.

4/- Before you can complete the action, you will need to enter the Permission Name and the Scoped Tenancy Name separated by a comma, e.g. CommManageUser,Your Tenancy Name

5/- Then click the ‘Remove’ button.

Only Groups with no members can be deleted.

To delete a Group:

1/- First go into the Group by clicking on the ‘magnify’ icon at the far right hand side.

2/- Click on the ‘Remover Group’ button at the top of the page.

3/- Before you can complete the action, you will need to enter the Name of the Group.

4/- Then click the ‘Remove’ button.

The Users dashboard provides basic information about each user.

To see more detail, click on the ‘magnify’ icon at the right hand side of the user.

Follow these steps to add a new user to your organisation.

Invite a New User:

1/- Click on Users from the left-hand menu.

2/- Click Invite.

3/- Enter the user’s email address.

4/- Then click Continue.

5/- Enter the user’s first and last names. By default, all new users will be added to your organisation’s contact list.

6/- Click Continue.

The new user will receive an email letting them know they have been invited to access the platform. A copy of this email will also be sent to you.

To gain access, your new user will need to follow the steps provided within the email that they receive.

A user's status will change from Pending to verified once they successfully sign in for the first time.

• Pending - A user has been invited to your organisation but has not yet signed in and verified themselves.
• Verified - A user has signed in at least once

Users can only belong to one Group.

All new users will be added to the Default group automatically. To ensure users can access the correct applications, we recommend moving them into a specific Group with the appropriate permissions. There is no limit to the number of Groups that you can create.

Add User to a Group:

1/- Click on Users from the left-hand menu.

2/- Locate the user on the Users Dashboard, then click on the ‘magnify’  icon on the far right-hand side.

3/- If you have lots of users, use the search field (Global Search) at the top right of the screen to make this easier.

4/- Go to the GROUP(S) tab.

5/- Click Change Group.

6/- Select the group from the dropdown list.

7/- Then click Select.

Your user has now been assigned to a Group and will be able to access the applications that have been included in that Group.

All Users within your naus organisation can also appear as a contact for your organisation. Your list of contacts is available from the Organisation page on the left hand menu.

When Users leave your organisation you can go through an off-boarding process by removing them from your naus organisation. This will ensure they can no longer log into any naus / Mandalay applications.

Remove User

1/- Click on Users from the left-hand menu.

2/- Locate the user on the Users Dashboard, then click on the ‘magnify’ icon on the far right-hand side.

3/- Click on the ‘Remove From Organisation’ button

4/- Before you can complete the action, you will need to enter the user’s Full Name.

5/- Then click the ‘Remove’ button.