Management Toolbox: Activate a New User

Once a user has registered for Management Toolbox their account needs to be activated. You can follow the steps in this article to activate the user's account.

You must be an administrator to perform these steps.

After someone registers

The person sees Registration Submitted and is told they will receive an email once access is approved. Administrators for their organization receive the email shown below.

They also receive a confirmation email that lists the user name and says the registration has been sent to the administrator for approval.

The quick way: use the link in the email

When a user registers, administrators receive an email with an Open this user to activate button. Select it and sign in if you are asked to. Edit Users opens showing only that user, with their details open for editing and the Activated switch off.

1. Assign the Store group and the Features (both are required).
2. Slide Activated on.
3. Select Save. A User saved successfully message appears and the row updates in place.

Select Show all users to see the full list again. You can also open Edit Users yourself and follow the steps below; use the Inactive | Locked | All switch to list only users who are not activated yet.

Activate from the Edit Users page

1. Login to Management Toolbox and access the Edit Users page
   Settings > Users > Edit Users
   
    
2. Find the user in the grid.
   You can use search (fastest) or sort as needed to find the user. Inactive users are "grey".
   
   
   If you have a lot of users it can take a few seconds for the page to load.
   
    
3. Select the user by clicking the row for the user who needs activated. This will open their user details in the side bar.
   
    
4. Click the Edit button.
    
5. REQUIRED: Assign the user a Store group from the dropdown. A store group is a store or a collection of stores and restricts the user to data for the store(s) in their assigned group.
   
   
   NOTE: By default a group exists for "All Groups and Stores" and one group for each store individually. If you need additional groups created, you can do so on the Settings > Store Management > Store Groups page. Stores can belong to more than one group.
   
   "All Groups and Stores" gives the user access to all stores individually and all groups that exist or any that are created in the future.
    
    
6. REQUIRED: Assign Feature access to the user. This controls what the user has access to whereas the Store group controls which stores' data they can see.
   
   
   For a list of available features, please contact Sales@MGTechGroup.com.
    
7. If desired, complete the additional fields (e.g. Phone). These are not required.
    
8. Slide the Activated switch on to activate the user. If this is not on (indigo), the user will not be able to login. Switching this on will cause an email to be sent to the user when the Save button is clicked letting the user know their account has been activated.
   
    
9. Click the Save button to save your changes or Cancel to discard your changes.
   
    

The user's activation email will come from Support@FranchiseIntel.com, have the subject "Your Management Toolbox account has been activated" and look similar to this: