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  2. Users and roles

Users and roles

Before you upload any document, you build your administrative structure as it really is on the ground. You create the sections and teams, define the managers, leads and members, and see all of it in an interactive organizational chart. Then you manage the users: you invite them one at a time or in one batch, and give each of them a role and a position in the structure.

7 articles

Articles in this module

  1. 1:03

    1Managing users in Mstnd: roles, status, positions and invitations

    Learn the Mstnd Users page: search and filters, the user profile with effective permissions and positions, changing roles, deactivating, and inviting new staff.

    15 min read1:03
  2. 0:47

    2Invitations in Mstnd: track your team's invitations and send them in one go

    Learn the Invitations tab in Mstnd: track each invitation's status, resend, copy the link or cancel, and invite several employees with one role and position.

    13 min read0:47
  3. 0:36

    3Roles in Mstnd: precise permissions for every job role

    Learn about roles in Mstnd: core and custom roles, each role's permissions, and creating a role with precisely chosen permissions, then assigning it to users.

    13 min read0:36
  4. 0:27

    4Permissions in Mstnd: a complete reference for who sees and who edits

    Learn the Permissions tab in Mstnd: every permission by category, with its name, code, description and the roles that include it, and how to search and filter.

    11 min read0:27
  5. 0:29

    5The organizational structure in Mstnd: your organization as it really is

    Learn the organizational structure in Mstnd: an interactive chart to zoom and drag, show or hide member names, with color-coded sections, teams and leads.

    12 min read0:29
  6. 1:06

    6Sections and teams in Mstnd: organize your work teams clearly

    Learn the Mstnd Sections and teams tab: general management and its managers, creating a section, adding its managers, then a team with its lead and members.

    12 min read1:06
  7. 0:23

    7The activity log in Mstnd: who did what, and when

    The Mstnd activity log shows every operation in the system with who did it and when; search by keyword or user name and pick a date range to review events.

    14 min read0:23

All articles

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