User management

User management on Mation becomes accessible after you have completed the registration process.

1. First you either choose a paid plan or opt for a free trial (30 days).
2. Then you will be prompted to start the registration.
3. The registration process requires you to provide some details about your company and yourself.
4. During this step, you can choose your Mation instance domain name, such as https://<Your-Company-name>.mation.work.

WARNING

Think twice and make a wise choice, since you cannot change the Mation instance domain name later!

Account dashboard and application instance

The user registering the account gets assigned the owner role and the application instance is created automatically. This might take a few moments...

1. The account dashboard is used for company information, contact settings and billing, accessible only to owner roles.
2. The application instance is the actual Mation software, where automation processes and user management take place.

Account dashboard

After completing the registration process you will be directed to the account dashboard.

NOTE

It is possible to register multiple owners. Only owners have access to the account dashboard.

It is important to understand the difference between the account dashboard and the application instance user management.

The account dashboard is where you set the basics of your Mation application instance.

Application instance user management

Once the basics are set up the owner has access to the Mation application instance. This is the environment where the actual user management of the Mation application is available.

Users and roles

1. Users are registered persons that have access to the Mation application instance.
2. Roles can be created and configured by administrators only.

Users

1. Click Users in the sidebar navigation to access the User management overview page.

2. Click either the Create user button to create new users, or edit or delete existing users clicking the Edit or Move to trash buttons.

3. Enter Full name, Email, Password, assign a Role, and then click the Create button to create a new user.

Roles

1. Click Roles in the sidebar navigation to access the Role management overview page.

2. Different roles may be assigned to an array of users of your Mation application instance. Click the Create role button.

3. Fill in the Name and Description fields. You can define permissions catering exactly to your needs by ticking the respective boxes. Click the Create button to finish the set-up of this role.

4. You're back on the Role management overview page. The Mation Admin role has been created. Simply click the Edit button to edit a role. Click the Move to trash button to delete a role.

5. After clicking the Edit button, you can configure the Conditions of this role. To access the Conditions settings, click the gear icon located to the right of each row. Tick the checkboxes according to your needs and click the Apply button.

User interface

NOTE

This option is only available for Pro plan users.

1. Click User Interface in the sidebar navigation to access the User Interface settings page.
2. You may adapt the User Interface to your company's corporate design, change colors, upload your logo and change the displayed title.

Authentication

1. Click Authentication in the sidebar navigation to access the Authentication settings page.
2. Here you may assign Authentication rights and define these settings individually.

Application management

1. Click Applications in the sidebar navigation to access the applications overview page.
2. Administrators may click the > button to configure, customize and/or disable specific apps.
3. Here you may edit the specific Settings, Auth Clients, and Connections of an app.