User Management and Roles

You can add additional users to help manage your PC Matic account. Below we will provide information on how to add users and edit users as well as information on the default user roles and how to create your own custom roles.

User Management

Follow the steps below to add a user to the account:

1. Click on Account Settings in the sidebar.
2. Select User Management.
3. Click the Add User button.
4. Fill out the name and email fields.
5. Select a user role from the dropdown list.
6. Assign Customer/Group access (for non-Account Admin roles).
   • MSP Accounts: check the Access All Customers box to provide this user access to all customers; or
     • Select a customer from the dropdown list
     • Select a group from the dropdown list (leave set as All to allow access to all groups for that customer)
     • Click the green + button.
     • Repeat to assign access to multiple Customers/Groups
     • Click the Save button.

A registration email will be sent to the specified email address. The user should follow the email instructions to set a password.

User Activation/Deactivation

Next to each user there is a toggle that Activates them (when green) and deactivates them. When a user is deactivated they will automatically be logged out of any active sessions and will no longer be able to login. Users are also deactivated if:

• They have not logged in in the last 90 days.
• They attempt to log in with incorrect credentials 5 times in a 15 minute window.

User Actions

In the Actions column on the User Management page, click on the ellipsis for additional user actions.

• Edit User
• Delete User
• Reset Password

User Management Information

The user list contains information about each user account available at a glance, including:

• Role Name: Current assigned user role
• User Expire Date: Date the user's account access will expire if they do not login before that date.
• Last Login: Date of the last user login
• Two-Factor: Displays a checkmark if the user has Two-Factor Authentication enabled.

User Roles & Rights

User Roles

• Account Admin: Full account access and the ability to create and manage additional users.
• Account Manager: Full access to the account without the ability to create and manage additional users.
• Customer Access: Customer management tools and actions.
• Customer Manager: For users that need full access but not for all companies.
• Organization Manager: For users that need full access to a certain organization.
• Group Manager: Recommended for admin users that should be limited to certain groups.
• Group Access: Recommended for limited access users to certain groups.
• Custom Roles: Create your own Roles and assign any combination of Rights for each one.

From the Manage Roles tab you can create, edit, and delete any of the existing roles. Your account will come with the four predefined roles above. Setting up Custom Roles will allow you to choose between all of the available rights and set up a unique Role to use for each situation you have. Set your Role name and description and then assign each right that you want to save for this Custom Role.

User Rights