User administration

Users can be created at the Agency level or the Customer level as appropriate. To edit an existing user, please see the guide on navigating the Administration window.

New users will be sent an email notification with a link to complete the set up of their account, as well as a link to the new user setup guide.

The options for configuring a user are described below.

Details

Set the email address, name and contact details. See User details for more information.

Roles

Users can be assigned one or more roles to allow access and/or uses of certain features. The available roles are explained within the interface. An administrator can only grant roles which they have themselves. For additional roles, please contact our Support Team.

Security options

The following options are available for restricting user access.

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Expiry

While the User is disabled or the Expiry Date is reached they cannot log into the system.

Disable user

Used to prevent all access to the system. This could be used for a temporary restriction; if the user is no longer required it would be better to be deleted.

Expiry date

Used to prevent all access to the system from the configured date. This could be used to automatically restrict a contractor at the end of their allowed period.

IP Restriction

Strongly recommended. Restrict access to the user to a set of pre-configured IP addresses.

Accepts single IPs (eg. 127.0.0.1) and ranges in CIDR notation (eg. 127.0.0.0/24). Multiple entries may be separated with a comma (eg. 127.0.0.0/24,172.16.0.0/24).

As an additional security aid for users without IP restriction, Maxemail will send an email notification to the user each time a login is detected from a new IP address.

Session locking

Automatically lock a user after a set period of minutes of inactivity (no mouse or keyboard input). Work is automatically saved and the user must re-enter their password to resume their session.

Groups

Used to restrict access to certain folders within a customer space. See User access control.

Restricted Customer access

Agency-level users can be restricted to only allow access to certain Customer Spaces. This is useful in Agency environments where Account Managers only need to access their own clients.

Customer Space restrictions do not apply to users with the Agency Administrator role.