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Create users

Overview

A user can perform various tasks in the platform depending on their assigned role, such as viewing or booking deals and managing other users. The first user is assigned the Administrator role when Equativ sets up a Maestro company. This user can then create new user accounts and associate them with the company. For more information, see Get started with user administration

Access

To create new users, select Users from the bottom-left corner of the navigation menu. You will see a list of users with their names, email addresses, and roles. 

Only users with the Administrator role can create new user accounts.

 

Create users

To create a user, follow these steps:

  1. Select Users from the bottom-left of the Maestro platform. 
  2. Click the Invite new user button.
  3. In the Invite new user dialog, enter the user’s first name, last name, email address, and their role. 
  4. Select Send.

The user receives an email with two links: one to create a password and the other to access Maestro. They need to log in using the newly created password. Users can reset their passwords at any time from the Maestro login page by selecting Don’t remember your password? and following the email instructions.

If a user has received an invitation email but hasn’t signed in yet, "Pending Invitation" appears next to their role.

Miscellaneous

  • The email address cannot be changed and cannot be used to create another user at any company. 
  • A user is automatically associated with the company in which they are created and can only be connected to that one company.
  • During company setup, Equativ asks the customer to provide the first name, last name, and email address of the person who will serve as the initial Administrator user.
  • The user’s role can be modified at any time.