Managing Users & Passwords
Purpose
This article explains how to add and manage users in Magnifi. The process depends on whether you are adding a user to a single organisation (e.g. business owner) or adding a user within an advisory firm who needs access to multiple organisations.
When to Use
Use these steps when:
You want to give a business owner or employee access to a specific organisation.
You are an advisor and want to provide team members access across multiple organisations.
You need to re-invite an existing user or update login details.
You want to change your own password.
How To
Add a User for a Specific Organisation
Select Users in the top right corner.
Enter the user’s details.
Choose User Type:
Accountant – full permission.
Custom – customise permissions using the available selection list.
Add a User to Multiple Organisations
If you are using consolidations with multiple organisations in the group, an organisation pick list will appear.
Select the relevant organisations for the user to access.
Add an Advisor (for Advisory Firms)
Follow the same steps as adding a user.
Above the user details, select the link to add the user as an Advisor.
Note that the Advisor will have access to all files, unless a password has been set.
You can also add an Advisor by:
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Clicking Users from the main menu after login.
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Selecting Create User.
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Entering user details and selecting User Type: Advisor.
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Note: The System Administrator role has access to all organisations and manages the subscription.
Re-Invite a User
Open the Users menu and select the user.
Select Reset Password.
The user will receive an email with login details.
They can log in with either the login code provided or their email address.
Change Your Password
Go to Users > My Password.
Enter and confirm your new password.
Tips/FAQs
Use Custom permissions when you want to restrict access to certain features or reports.
If users don’t receive their reset email, ask them to check junk/spam folders.