Overview

"Users" are members of your team who have access to the Mainstay platform. You can manage users and their Permission Level and User Group in the Users Setting. Click on the gear icon in the lower-left corner of the platform and select "Users" from the list of options.

Viewing Users

The Users manager displays a list of users who have access to the Mainstay platform:

• Name: the first and last name entered when the user is created
• Email: the email address entered when the user is created; this is the email that the user will enter when logging into the platform
• Last Login: the time and date of the user's last platform activity
• Role: Permission Level Details 
• overflow menu: provides additional actions:
  
  • Delete User From this Account: deletes this User from the account
  • Edit User Permissions: Edit the permission level of the user
  • Resend Invite: sends another invitation email to the user (if they have Never Logged In)

Adding a User

Click on the + New User button to add a new platform user.

1. Enter the user's first and last name. This will appear in the platform when the user is logged in.
2. Enter the user's email address. This will be the email address they use to log in.
3. If your institution is has User Groups enabled, select the User's Group. This restricts which Contacts the User can interact with.
4. Select the user's Permission Level. This controls which features the user can view and take action on.
5. Add an optional message. This will be included in the email that is sent when the user is provided access. (See Logging In for an example invite email.)

Editing a User

Click on the ... button next to an individual User, then select Edit User Permissions.

1. If your institution is has User Groups enabled, select the User's Group. This restricts which Contacts the User can interact with.
2. Select the user's Permission Level. This controls which features the user can view and take action on.

Permission Levels

Notes

1. If the user already has access to another account on Mainstay (for example, if your institution has an Undergraduate instance and a Graduate instance, and the user already has access to one) then the user may not receive an invitation email. Instead, the next time the user logs in, they will have the ability to switch between instances using the Switcher in the top-left corner (by hovering over our company Logo).
2. Adding a User also creates a corresponding Contact. See Adding Test Users for how to utilize that contact to test campaign messages.
3. Users can edit their own name and password in the Account Settings.