You can manage your KODE OS and myMSI users from Launchpad via Users. 

To open the Users page, in Launchpad, click Users.

The Users page displays a list of all users that have accounts created, as well as the invited users. 

Add a user account

To add a user,

1. On Launchpad, click Users. The Users page appears. 

2. Click the + New User button.

3. There are two options from the dropdown:

• Add User: Add a new user in your organization, temporarily or permanently.

• Invite User: Invite a user to collaborate with your organization, temporarily or permanently.

You can only invite users if they have accounts created on one of your Trusted Organizations.

Add user 

When Add User is selected from the dropdown the Add User page appears.

1. In the General Information section, enter the user’s information: First Name, Last Name, Position, Launchpad Role (Admin or Restricted Access), Email, Phone Number and Account Status.

2. In the Assign Apps section, select the App(s) you want to assign to the user, and the respective role. For KODE OS, you will also need to assign sites. 

3. Click the Save User button.

Invite user

When Invite User is selected from the dropdown, the Invite User page appears.

1. In the General Information section, select the Trusted Organization from the dropdown list and enter the user's information: Email, Position, Role, and Access Level.

2. In the Assign Apps section, select the App(s) you want to assign to the user, and the respective role.

3. Click the Invite User button.

Launchpad roles

There are different levels of access and permissions that you can assign to a user when you add them on Launchpad.

• Admin Access: Highest level of access and control over Launchpad. Permissions include:

• Launchpad Access: Full access to the Launchpad, enabling you to navigate seamlessly through all features.

• Client Management: View and edit client details, ensuring accurate and up-to-date information.

• User Management: Full control over user profiles, allowing you to view, add, and modify user information.

• SSO Configuration: Access and modify Single Sign-On (SSO) configurations.

• Restricted Access: No access to Launchpad. This role offers the ability for channel partners to add and manage all users in one centralized environment and not give them access to Launchpad.

Bulk import users

You can import users in bulk using a .XLSX file. To import users in bulk, 

1. Click the three dots button. 

2. Select Bulk import from .xlsx. The Bulk Import Users pop-up window appears.

1. Click the Download template link. The .XSLT file is downloaded to your computer.

2. Open the template file and enter the following information for every user you want to add: First name, Last name, Email, Status, Position, Phone number, Role, and Apps.

3. Save the file.
   

4. Attach or drag the file to the + Attach or drag to upload section of the window.
   

5. Click Import. The file is uploaded and the users are added to the list.
   

Filter the users list

Click the Filters button to open the Filters panel. You can filter the list of users by Status (Active, Inactive, Pending, or Locked), MFA Status (Active, Inactive), Type of the user account (Guest or Internal), user Launchpad Role (Restricted Access or Admin), and Sign in Methods.

Select the filters and click Apply. The list is sorted according to the selected criteria.

Edit a user account

To edit a user's account information, 

1. Click the name of the user in the list. The users' account information appears. 

2. Click the Edit (pencil) button. The Edit User Details pop-up window appears.

3. Make the necessary changes and click Save. The changes are saved.

Delete or deactivate a user account

To delete or deactivate a user,

1. Click the name of the user in the list. The users' account information appears.

2. Click the three dots button. 

3. Select Delete to delete the user from the system. The user's account is removed from the system.

4. Select Deactivate to deactivate the user. The user's information remains in the system but the user cannot sign in to the account.

Assign a User to KODE OS

You can assign a user to KODE OS during the process of adding them or after they have been added to the system. 

To assign a user to KODE OS, 

1. In Launchpad click Users.

2. Select the user you want to assign to KODE OS. The account details appear.

3. Next to KODE OS click the Assign App button. The Assign App pop-up window appears.

4. Select the User Role from the dropdown list.

5. Click Assign. The user is assigned to KODE OS and is sent an email informing them of the assignment.

Assign a User to myMSI

You can assign a user to myMSI while adding a new user or after they have been added to the system.

To assign a user to myMSI,

1. In Launchpad click Users.

2. Select the user you want to assign to myMSI. The account details appear.

3. Next to myMSI click the Assign App button. The Assign App pop-up window appears.

4. Select the User Role from the dropdown list.

5. Click Assign. The user is assigned to myMSI and is sent an email informing them of the assignment.

What Role should I give to a myMSI User? 

If you are a Client, 

• Client Admin: View and edit all Project details.

• Site Manager: View and edit details under Projects, Sites, and Admin Panel only for the projects they are assigned to. MSI Admin and MSI Project Manager roles have the ability to assign users to projects.