User management

User management in the web application

Administrator type user profile and is done by entering the user profile ⚙️ in the navigation bar.

The user management options are:

• Add and remove users

• Manage the role that a user occupies in the company

If you do not have a user profile, you can contact MoonDesk Customer Support to configure administration settings

Users Management

Once you have the administrator profile, you can enter configuration ⚙️ to:

• Setting up your profile: You can place a picture to appear on the navigation bar and in emails. You also have the possibility to add a text to appear as a user's alias in the emails (If you don't configure it, emails will arrive in MoonDesk's name).

The profile image should be in jpg format and up to 100 x 100 px

• Add users

• Enable or disable users

• Edit the role that user occupies in the company

Add users

To add users you must enter configuration, select the Users tab and there:

1. Enter the email of the user to invite

2. Click Send invitation

Edit the role of a user in a company

• Task creator: It is the person who generates the task and designates the roles. You can also own the task if you require it.

• Task owner: person who will review and control if the task was completed, as well as approve it or request changes.

• Assignee: Person who must solve the task in the Extension in Adobe Illustrator.

• Task reviewer: External persons who will be able to view the documents of a task. The system will send you an email with an access link to the review screen, in which the document is shown and the possibility of making comments and the possibility of approving the document.

Disable or enable users

To disable or enable users, you must enter configuration ⚙️ , and enter Users. If you want to disable the account of a user of the platform, simply click on the disable button, on the right of the screen (to the right and in blue the user is Enabled and to the left and in gray the user is Disabled ).

Manage users Reviewers

You can invite people from outside your workspace to review tasks or documents. To manage reviewers you must enter settings, and enter Reviewers.

• Add reviewer: enter the e-mail and click Send invitation. The user will receive by email the instructions to register as a reviewer.

• Disable: if you disable a reviewer (moving the button to the right it turns blue) you will stop seeing it in the list of reviewers to select it. Enabling it makes it available again.

• Mute reviewer: When you mute a reviewer, the task emails stop reaching them

Assign an external reviewer to a task (define where we put this reviewer)

To add reviewers to a specific task you have to write their email in the Add reviewers option. When you save the task, you will receive an email to your email to indicate that you can make the revisions to which it was assigned. By entering the link in this email you can access the documents without having to enter the app or have a MoonDesk account.

Task window