User Management

How to add a new user to User Management 

1. Log in to MSPbots as an admin.
   
   
   
   
2. Go to Settings > User Management.
3. In the User Management screen, click the New User button. 
   
   
   
   
4. When the Add window opens, enter the following information for the new user:
   
   • User Name
   • Email
   • First Name
   • Last Name
   • Display Name
   • Password - The initial password cannot be modified. If you need to change the user's password, add the new user first then reset the password using the instructions for resetting the password.
   • Mobile
   • Business Phones
   • JOB INFORMATION
     • Manager - For information on setting up the Manager role, refer to the article How to Set Up Manager and Job Title Info for Employees. 
     • Department
   • ACCOUNT INFORMATION
     • Role Config - Select the role that will be assigned to the user by selecting an option from the dropdown list. 
     • Status - Disabling the Status switch will suspend the user's account. The user cannot log in to the MSPbots app anymore. 
     • Message - Disabling the Message switch will stop the messages sent to MS Teams. The user will no longer receive messages from MSPbots.
     • Home Channel
     • Home Page
   • THIRD-PARTY PLATFORM MAPPING
     • CW User Mapping
     • Teams User Mapping
     • TSheets User Mapping
     • Time Doctor User Mapping
     • Kaseya BMS User Mapping
     • Jira User Mapping
     • Halo User Mapping 
       
       
       
       
5. Click Confirm when done. 
   

How to modify individual user settings 

Editing user configuration 

1. In the User Management window, click the Edit icon in the row where the user is located. 
   
   
   
   
2. Update or modify the user's information in the Edit window and click Confirm.
   
   
   
   

Deleting individual users 

1. Click the Delete icon in the row where the user is located.
   
   
   
   
2. Click Confirm.
   
   
   
   

Resetting the password for the user 

1. Click the Reset Password icon in the row where the user is located.
   
   
   
   
2. Enter the New password and type it again in the Confirm password field.
   
   
   
   
3. Click Confirm. 
   

Stop receiving MSPbots messages 

Configure MSPbots to stop sending messages to the user by disabling the Message Switch. The user will no longer receive messages from MSPbots once this switch is turned OFF. 

Sync MS Teams users manually or map users automatically 

To manually sync MS Teams users or automatically map users, hover over beside the the New User button and select Sync Teams User or Auto Map Users.

How to configure multiple users 

Disable users 

1. In the User Management window, select the users.
2. Click Disable.
   
   
   
   
3. Click Confirm.
   
   
   
   

Disable Non-ConnectWise Users/Disable Non-Autotask Users  

1. Select the users who do not have ConnectWise or Autotask accounts. 
2. Click beside the Disable button. 
   
   
   
   
3. Select Disable Non-ConnectWise Users or Disable Non-Autotask Users.
4. Click Confirm. 
   
   

Setting user roles

1. Select the users. 
2. Click Set Role. 
   
   
   
   
3. Click the Role dropdown field and select one or more roles from the menu.
   
   
   
   
   If you have previously configured roles for certain users, modifying their roles using this feature will overwrite their current roles.
   
   
4. Click OK. 
   

Enable or activate users 

1. Select the users. 
2. Click Enable. 
   
   
   
   
3. Click Confirm. 
   
   
   

Deleting users 

1. Select the users.
2. Click Delete. 
   
   
   
   
3. Click Confirm.
   
   
   
   

How to export user information

1. In User Management, go to Account Status and select the status you want to include in the report.
   
   
   
   
2. Click the format for exporting the user information. You can export using Excel, PDF, or CSV format.
   
   
   
   

FAQs

1. Why would a user's status be automatically disabled and how to resolve?

Because MSPbots regularly match Teams users with users from Connectwise integration or Autotask integration through mapping.

Once the user successfully integrates with Connectwise or Autotask, and MSPbots synchronizes the user's information, it will automatically match the Teams user:

• If mapping fails, the Teams user will be automatically disabled.
• If mapping successes, the Teams user will be enabled.

The fields used for matching include the email of the Teams user and the email of the user from Connectwise integration or Autotask integration.

How to prevent the user's status from being automatically disabled?

Once the admin manually enables the user's status, MSPbots will no longer automatically disable that user.