Mazévo has a special tool for administrators to process new account requests. If your system allows new users to request an account, these request(s) can be approved or denied from the Mazévo dashboard.
Overview
If you have turned on the ability for a new user to request an account from the login page, an administrator can process the account request into a new user account. For each request, the administrator can create a new user account, set the user's permissions, and send an invitation to set an initial password or deny (delete) the account request.
Mazévo Support must activate the ability to accept account requests.
To allow a new user to request an account, you must use the 'vanity URL' assigned to your account. This vanity URL must be by all users, including requesters, event planners, and administrators.
Processing Account Requests
To process a new account request:
- Navigate to Day at a Glance > New Users. You can also navigate to Settings > Users and select Show New Users Only.
- From the grid, click on Process to process the account request.
- Select a Security Policy for the user.
- Select one or more Organizations to be associated with the new user. If the organization requested is not in the dropdown list, you can press Add Organization to create a new organization record. This opens the add organization form in a new browser tab. After creating the new organization, press Refresh to update the dropdown list with the new organization.
- If you want to clear the notes field, select Clear Notes.
- Press Save.
If you want to deny the requester a new account, click the delete icon to delete the record from the list of account requests.