User management in Automate MFT is essential for maintaining secure access.

Users are managed from the System > User Management screen. You must have administrative access to manage user accounts. For more information, see User roles and access control.

Add a user

  1. Click New User.
  2. Enter the user's email address.
  3. Select the role to assign to the new user from the Role drop-down list.
  4. Click Send.

The new user will receive an email with the account activation link and a temporary password. When the user logs on for the first time, they will be prompted to change their password and setup multi-factor authentication (MFA). Until they activate their account, they will appear in the list with a status of Pending.

Edit an existing user

  1. Locate the user in the list.
  2. Click the more options icon () followed by Edit.
  3. Update the user's access or role.
  4. Click Save to apply the changes.

Disable an existing user

  1. Locate the user in the list. The owner account cannot be disabled.
  2. Click the more options icon () followed by Disable.
  3. Click Disable to apply the changes.

Remove an existing user

  1. Locate the user in the list. The owner account cannot be removed.
  2. Click the more options icon () followed by Remove.
  3. Click Remove to apply the changes.