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User Management

Modify user access and permissions within your organization.

Written by Judy Ann Vargas

Changing User Roles

To change a user's role within your Organization:

  1. Navigate to your Organization Dashboard and select the Users tab.

  2. Locate the user you wish to update, click the three-dot menu, and select Edit User.

  3. Under Organization Role, choose the appropriate role from the dropdown menu.

  4. Click Save Changes.

Learn more about User Roles

Certifying Users (Managing Room Creation)

Users must be "certified" before they can create new rooms. You can grant or revoke this permission at any time.

To certify a user:

  1. Navigate to your Organization Dashboard and select the Users tab.

  2. Locate the user you wish to update, click the three-dot menu, and select Edit User.

  3. Find Allow Room Creation and toggle the switch to On.

  4. Click Save Changes.

💡 Note: To revoke room creation access in the future, follow the same steps and toggle the switch to Off.

Managing Multi-Factor Authentication (MFA)

To enhance security by requiring MFA when a user signs in:

  1. Navigate to your Organization Dashboard and select the Users tab.

  2. Locate the user you wish to update, click the three-dot menu, and select Edit User.

  3. Find Multi-Factor Authentication (MFA) and toggle the switch to On.

  4. Select the verification method the user will use at sign-in.

  5. Click Save Changes.

Learn more about Requiring MFA for Organization Members

Enabling AI Agent Access

To allow AI Assistants to connect to a user's Prodeal account via MCP:

  1. Navigate to your Organization Dashboard and select the Users tab.

  2. Locate the user you wish to update, click the three-dot menu, and select Edit User.

  3. Find Enable AI Agent Access and toggle the switch to On.

  4. Select the appropriate Access Level for the user.

  5. Click Save Changes.

💡 Note: To revoke AI access, follow the same steps and toggle the switch to Off.

To learn more about Prodeal AI Connect

Activating & Deactivating Users

To control a user's active status, follow these steps:

  1. Navigate to your Organization Dashboard and select the Users tab.

  2. Locate the user you wish to update, click the three-dot menu, and select Edit User.

  3. Under Account Status, toggle the switch to change the status to Active or Inactive.

  4. Click Save Changes.

Learn more about How to Activate or Deactivate Users

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