Managing Users

The process you follow to add a user will depend on whether you are adding a user to a single organisation (eg business owner) or adding a user within an Advisory firm who will have access to multiple organisations.

How do I add a user for a specific organisation

Select "Users" in top right corner and enter details. Select User Type as either;

Accountant; Full permission
Custom; This will allow you to customise the user permission based on the following selection;

If you tick the Employee box, it will also add the user as an Employee within Labour Drivers - Overview.

How do I add a user to multiple organisations

If there are using consolidations and there are multiple organisations within the group, you will see an organisation pick list appear:

I'm a business advisor and would like to add other advisors

Follow the same process as above, however you will notice a link appear above the user details. This allows you to add the user as an advisor, meaning they will have access to all organisations (unless a password has been set).

This will load the following screen:

You can also access the above screen as follows:

When you login to Magnifi, click on the menu item "Users" and "Create User".
Enter user details and select "User Type" as 'Advisor'

The User Type "System Administrator" has access to all organisations and also manages the subscription.

How do I re-invite a user

If a user has misplaced their login details, you can re-invite them by selecting "reset password".

This will send the user an email with their login details. A user can user the login code provided or their email address to login.

How do I change my Password