Add a Maxsight user
Prerequisites
To add new users, you must have Read and write access for the Manage users permission. If you can’t see the Users section or add users and you think you should, contact the administrator of your account.
The instructions here describe how to add a new Moody's SSO user to Maxsight. For instructions on how to add new federated users that will sign in using your corporate SSO identity provider, see Add a federated SSO user to Maxsight.
To add a new Maxsight user:
Go to > .
Select . The Add new user page is displayed.
Add the user’s first name to the First name field.
Add the user’s last name to the Last name field.
Add the user’s email address to the Email address field.
To assign one or more user roles, type the role names into the User roles field. User roles determine what users can see and do in Maxsight. You can choose any of the roles in the Roles section.
Caution
It’s recommended that at least one user role is assigned to the user. If no user roles are assigned, the user will not see any area of Maxsight after signing in.
If a user is a member of any teams, they may have team roles in addition to their user roles. These are displayed in the user's Team roles field and can be edited from the Teams section. When you first create a user, the Team roles field is always blank because the user is not a member of any teams.
Select . The user is added to your account.
If this is the first time the user is accessing an SSO-enabled Moody's application, they will receive an email to activate their Moody's SSO account, which lets them access Maxsight and their other SSO-enabled Moody's applications using a single email address and password.