Users

This section shows users that can access created sites in Monetization. It also enables you to create additional users. A user has a specific role(s) that give more or fewer privileges to what can be accessed.

Topics in this document:

Create a user
Details user page
Update user

To access this section in Monetization, from the Menu, click User management, and click Users. A paginated list of all users is shown in a tabular format.

Information:

You can filter users by first name, last name, email address, role, or/and status.

To generate the users’ information in a spreadsheet, click CSV. To print, click Print, and to copy, click Copy.

Note:

They are generated, printed, or copied per paginated page.

Three actions/subpages can be performed/viewed under this section, namely:

Create a user
Details user page
Update user

Create a user

Under users, to create a user, click Create new. Provide a first name, last name, email address, and password.

Specific roles can be assigned to a user. The role determines what the user can access in Monetization. They are as follows:

User role	Functionalities
Customer portal	Self-care portal only
Marketing analyst	Dashboard, Analytics
Business process analyst	Dashboard, Catalog [ Event generators ], Business configuration
Pricing analyst	Dashboard, Catalog [ Packages, Products, Discounts ]
Operations staff	Dashboard, Business operations, SFTP Access
Customer service	Dashboard, Customers
Financial analyst	Dashboard, Analytics, Business configuration [ Finance ], Accounting
System Administrator	Dashboard, System configuration, User management [ Users ]
Power	Everything apart from the self-care portal

Note:

Any role selected other than the power user must include a list of sites the user can access. A power user can access all created sites in Monetization.

Use the SFTP toggle switch to enable/disable SFTP access for the user in Monetization. By enabling SFTP, provide a username and password. Then, the user can Log In with the details to the Monetization SFTP location.

Information:

From the Monetization SFTP location, the user can download any file that has been exported. These can include various payment, invoice exports, usage details exports, direct debit files, and processed usage files.

Note: If the user is a power user and has SFTP enabled, the user will have access to all the data in the Monetization SFTP location for all sites. However, if the user is limited to a single site, then only that site’s data is accessible.

To activate/deactivate the user, use the Enabled toggle switch.

Details user page

Under users, to see the full details of a user, click Details. It contains the following information:

ID
First name
Last name
Email address
Roles
Sites
SFTP username
Status

Update user

Under users, to update a user, first, click Details; it shows the details of the user. Then to update, click Update.