Quick Start (Business)
Welcome to Migr8! Now you can be sure that you employees have the information they need
where and when they need it. Migr8 is designed for businesses large and small, ensuring sales
teams, accounts departments, customers, etc., can be in touch with the latest information about your business
24/7.
This guide will help you set-up Migr8 for your business. This includes how groups work,
user permissions and your first sync.
Running Migr8 for the first time
So you have signed up online and downloaded the Migr8 client application. What next?
Step One: Users and user groups
If you have many tables of data and users it is a good idea to set up user groups. User
groups keep data viewable to only the users it is intended for. e.g. The sales department should not
be able to access the accounts department data. We will use this example to demonstrate how to set
up your use groups.
Before you start we need users. As master user you need to login to your account on the
Migr8 website.
Logged in
1. Click on "Manage Users"
2. The 'Add User' will create a new user, it is a good idea to have a method for creating
user names e.g. Joe Smith could be jsmith or j.smith or johnsmith. Passwords need to be memorable,
however these can be changed by the users themselves. You now need to assign this user with a permission
level. The options are MASTER (ultimate user), ADMIN (can add users and sync), USER (lowest level can
view information only). Fill in an email address for the user, this will be used to contact the
user informing them of their user name and password along with how to get started.
3. Click "Add" and the user will be added to the list of users. You will see
that your user name is already listed.
4. Repeat these steps for all of you users.
Adding Users
Now that we have some users you can begin to add groups. We will do this step by step.
1. Click "Groups" on the "Manage Users" page.
2. At this point the groups list will be empty. Fill in a group name on the Add group
form.
3. Click add, this will insert the new group into the groups list.
4. Click on Manage, you will now be presented with two columns "Non Members" and
"Members". The "Non
Members" list shows the users that are not able to see this group's data.
"Members" shows those users
who are already a member of the group and therefore can view data that belongs to this
group. The "Members" column should be blank as this is a new group.
5. Select a user that you wish to add to the group. Click "Add >>" This
will move the user from being a "Non Member" to being a "Member."
WARNING: Changes are instant.
Managing Groups
You have now created your users and groups. Users can be members of many groups. e.g.
jbloggs can be a member of the Sales group and a group called General Info.
Now that your users and groups are ready you can proceed to uploading your data.
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