How to add a user in your Mortho Account

Creating Users in the Application

Creating Users within the application is a critical aspect of ensuring that the right people have access to the appropriate resources and functionalities. This guide will walk you through the essential steps to Create, Edit, and Delete users within the system. Whether you’re setting up a new user, updating their roles, or removing access, this comprehensive guide will help you navigate these tasks with ease.

Steps to Create a User

Step-1: Log In with your Account

To begin, log in to your account by clicking on the following link. This will redirect you to the login page where you can enter your credentials (username and password) to access the application.

Step-2: Navigate to the Users Section

Once logged in, locate the Administration menu from the side navigation bar on the left side of the screen. Click on Administration, and from the expanded menu, select Users. This will take you to the Users section, where you can manage existing users and create new ones.

Step-3: Begin Creating a New User

In the Users section, look for the Create New User button, typically located at the top right or near the user management grid. Click on this button to initiate the process of adding a new user to the system.

Step-4: Fill in User Information

You will now be prompted to enter detailed information about the new user. Fields include:

• First Name: Enter the first name of the user (this field is mandatory).
• Surname: Enter the last name of the user (this field is mandatory).
• Email Address: Provide the user’s email address (this is required to create an account).
• Username: Set a unique username for the user (this is required for login purposes).
• Manufacturer: Specify the manufacturer information associated with the user (if applicable).

In addition to filling in the basic user details, you will have the following options:

• Set Random Password: Check this box to automatically generate a random password for the user.
• Should change password on next login: Check this box if you want the user to reset their password upon first login.
• Send Activation Mail: Ensure this box is checked to automatically send an activation email to the user with their login details.
• Active: Make sure this box is checked to activate the user’s account. If unchecked, the account will remain inactive.
• Two factor authentication enabled: Check this option to enable two-factor authentication (2FA) for the user, providing an additional layer of security.
• Lockout Enabled: Check this box if you wish to enable account lockout after a specified number of failed login attempts.
  
  

Step-5: Assign Roles

After entering the user’s basic information, click on the Roles tab to assign appropriate roles to the new user. Roles determine the permissions and access the user will have within the application. Select one or more roles based on the user’s responsibilities or preferred profile.

Step-6: Select Organization Units

Next, click on the Organization Units tab. This section allows you to associate the new user with specific organization units, such as departments, teams, or locations within your organization. Choose the relevant organization units to ensure the user is placed in the correct groups.

Step-7: Specify Location

After assigning the organization units, proceed to the Location tab. Here, you will specify the user’s location within the system (this could be a specific office, region, or other geographical identifiers). Once the location is selected,

Click the Save button to confirm the user’s information.

Step-8: Confirm User Creation

Once you have completed all the necessary fields and settings, the new user will appear in the user grid under the Users section. This confirms that the user has been successfully created and is now active within the system.

Support and Troubleshooting

If you encounter any issues during the sign-up process, Mortho’s dedicated support team is here to assist you. You can reach out to us in the following ways:

• Submit a Ticket: Visit the Support Center and fill out the ticket form to report your issue.
• Email Support: Send your queries directly to our support team at support@mortho.net.
• Access the Knowledge Base: Explore a variety of step-by-step guides and FAQs that may help resolve common issues.