How to: Manage Users

This article explains how to add a new user, edit user information and suspend/delete users. Furthermore, you can find info on logging in and requesting a new password.
User management is done through either Marigold ID (when activated) or directly in Grow (when Marigold ID is not activated).

 

User management in Marigold ID

Note: User Management in Marigold ID is only applicable when Marigold ID is activated.
Get in touch with your Marigold contact for more info.

Important: When Marigold ID is activated, the Account Users section in Grow becomes read-only, and user management takes place entirely in the Marigold ID application.

Add a new user in Marigold ID

To add a user in Marigold ID with Grow application access and role definitions(*), please have a look at this article.

(*) Note:
To learn more about each user role and the available capabilities, have a look here.

Edit a user in Marigold ID

To edit a user profile in Marigold ID, have a look at this article.

Suspend a user in Marigold ID

Only users with a status of Active are able to log into Marigold applications. The platform allows Organization Administrators to suspend user accounts, which sets their status to Suspended, and prevents them from logging in. Suspended user accounts can later be unsuspended, which sets their status back to Active.

Note: Learn more about suspending/unsuspending a user here.

Marigold ID User Groups

A User Group is a reusable set of access privileges governing a user's access to an Organization, Business Units, and applications. User Groups allow for efficient and consistent administration of access privilege; instead of manually assigning a user's access on a one-by-one basis, the administrator can define a User Group with the appropriate privileges, then assign multiple users to that User Group.

Find more info on User Groups here.

Note: User Groups are an optional feature that must be enabled in your Marigold account. Please speak with your Marigold team for details.

Log into the platform

Once a user account is added in Marigold ID, the platform sends an invitation email to the given email address, containing an activation link (that expires in 7 days).
After activating the account, the user can log into the Marigold ID workspace and start using their assigned Marigold apps, such as Grow.

See this article on how to set up your Marigold ID account and logging in to the Marigold ID workspace.

Request a new password

Users can reset their password through the self-service Forgot Password option on the login screen, or an Organization Administrator can manually send them a Reset Password email.

More info on this can be found here.

Set up multi-factor authentication

Marigold ID requires the use of Multi-Factor Authentication (MFA) for non-SSO users.

See this resource for guidance on Marigold ID MFA.

 

User management in Grow

Note: User Management is done in Grow when Marigold ID is not activated.
(Otherwise, when Marigold ID is being used, the Account Users section in Grow is read-only.)

Add a new user in Grow

Users can only be created by an Admin within the Grow account, or by Marigold through a request (to Support or a CSM).

  1. Hover over the cog icon at the top-right and select Account Users from the drop-down.

  1. Inside the Account Users screen, click + Add User at the top.

  1. The create user screen is presented. Enter the user information:
    • Name — Enter first name and last name of the user.
    • Email — Enter the user's email address.
    • Role — Select the user role. See this article for detailed info.
    • Capabilities — Select any additional (or less) capabilities. These are dependent on the selected user role. See this article for detailed info.
    • ExperienceScope — Select All or Account Templates Only. See this article for detailed info.
    • Timezone — Select the user's timezone.
    • Locale — Select the user's locale.

  1. Upon clicking Update the user is created.
  2. Once the user has been created, they receive a platform activation email at the email address provided, to complete the user activation process.

Edit a user in Grow

As an Admin user, you can edit users from the Account Users section.

At the right of a user in the list, click the cog icon to edit the user.

On the Edit User screen, you have the following edit options:

  • Update the user's first name, last name, email address.
  • Select a different user role. See this article for detailed info on user roles.
  • Select additional (or less) capabilities. These are dependent on the selected user role. See this article for detailed info.
  • Update the Experience Scope. Select All or Account Templates Only. See this article for detailed info.
  • Change the user's timezone, locale, and avatar (profile icon).

Once you have made the required changes, click Save at the top-right.

Delete a user in Grow

As an Admin user, you can delete users from the Account Users section.

  1. Click anywhere inside a user row to select it.

  1. Click Delete at the top-right.

  1. A confirmation screen is shown to warn that a deletion can't be undone. Click Yes to delete the user.

Log into the platform

Note: A Grow account can be set up for users to sign in with a user name and password every time they access it, or via an SSO account. To know more about this and get this done, please get in touch with your Marigold contact.

The login process for SSO enabled accounts is a little different to the process for regular users.

  1. Regular users — The login URL looks like this:
  • https://app.wayin.com/<friendly-name>
    OR
  • https://us-app.wayin.com/<friendly-name>

Sign in with your Grow username and password.

  1. Users on an SSO Grow account — A designated SSO login URL is used:
  • https://app.wayin.com/sso/<friendly-name>
    OR
  • https://us-app.wayin.com/sso/<friendly-name>

As a user on an SSO-enabled account, you will not be able to log in via the usual platform URL. The dedicated login URL can be found in the invitation email that has been sent to the given email address when the user was first created.

Also, when accessing Grow via another Marigold application (e.g. Selligent), you can access it directly without the need to sign in again (as would be required for a non-SSO account).

Note: When multiple Grow sub-accounts are used, you can switch account after clicking your avatar at the top-right.

Request a new password

If you lost your password, click the Forgot your password? link on the Grow login screen.

See this article that guides you through the process of resetting your password to regain access to the Grow platform.

Set up two-factor authentication

Two-factor authentication (also known as 2FA) helps reduce the risk of unauthorized access to your Grow account.

Details on this can be found in this article.