User Accounts

How does Multi-Factor Authentication work in DeskManager Online? Click here! 

You can add as many users as you’d like to DeskManager Online. However, you can only have a certain number of users logged in at the same time, according to your DeskManager Online subscription. 

Each person using DeskManager Online must have their own user account.   

When you add a user, it’s a good idea to assign a Role to ensure they only have access to the DeskManager Online features you desire. Refer to this article for more information about user roles: 

User Roles

This article will be broken up into the following sections:

• Add a New User
• Multi-Factor Authentication
• Outgoing Mail
• Linking a User to WebManager

Add a New User 

First, click the Settings cogwheel located at the bottom of the leftmost sidebar. Under the Organization category, select Users.

This is the User Settings Page, which contains a list of every user on your account. 

To add a new user, click Add New in the top-left.   

Enter the user’s first name, last name, and email address. Add optional information, such as the address and phone number. 

Click Invite User to Register. Once you Save the new user in the top-left, an email invitation will be sent to the provided email address. Have the new user follow the link from that invitation to complete the process. 

We suggest using your email address as your username. This makes it easier to remember and guarantees the new user will have a unique login. 

Multi-Factor Authentication

Multi-Factor Authentication provides an additional layer of security for your DeskManager Online account. When enabled you will receive either a text message or email containing a code upon login. You will then provide the code to DeskManager Online.

The idea behind this is that you need to both know the account password as well as have access to your phone/email account to gain access to DeskManager Online.

To begin open your user list and click the user for which you would like to enable Multi-Factor Authentication.

The user's email address is verified at the time of account creation, but a mobile phone number will need to be verified. Please note that this feature only requires an email or a mobile phone number, you do not need both.

To verify your mobile number, type it into the Mobile Phone Number box then click Verify.

You will receive a text message with a code.

Simply type this code in and click Verify.

Next check the Enable Multi-Factor Authentication checkbox and then click Save at the top of the page.

For additional information on Multi-Factor Authentication in DeskManager Online, refer to our article here: https://support.automanager.com/hc/en-us/articles/13743268806171-Multi-Factor-Authentication-in-DeskManager-Online 

Outgoing Mail

Outgoing emails can be sent via DeskManager Online in various parts of the program. This can be configured on a per-lot and a per-user basis. If you have both setup, the configuration on the user account will supersede configuration on your lot. For more information on configuration on a per-lot level, refer to our article here: Lot Details

To begin click Email Server Setup under the Outgoing Email section.

Select your email service under Server Name. If you choose Gmail or Outlook the domain name, port, and SSL usage will automatically be filled out.

If selecting Other you will need to fill in the Domain Name, Port, and SSL manually. You can get this information from your email host.

Next fill out your username and password. Please note that Gmail setup requires you to generate an app password. For instructions on getting this app password, please see our help article here: Gmail App Password Setup

Fill out the From Email Address and From Display Name.

Check the “Enable User Outgoing Email Settings” checkbox if you would like the user email configuration settings to override any email configuration set up on your lot.

Clicking Save will send you an email with a security code.

Enter this security code then click Verify.

Once verified you will see an Email Setting Verified message above your email configuration information.

You can make changes to your configuration at any time by clicking Click here if you want to change the setting.

You can remove the settings by clicking Remove Setting.

Linking a User to WebManager 

WebManager is a separate product from DeskManager Online. Whether or not you’re subscribed to WebManager, DeskManager Online relies on WebManager for certain features, such as adding ePay funds or customizing Window Stickers. 

For this reason, it’s a good idea to at least have one DeskManager Online user account linked to WebManager. This allows the user to use the same username and password for both products. 

At the bottom of a user’s setup page is the Linked WebManager Account section. 

Click Create WebManager Account to create a new identical WebManager account for this DeskManager user. To activate the user, change the status from inactive to active, then click Save. 

Optionally, if this user had a WebManager account prior to creating a DeskManager account, the user could link their accounts.  

Clicking Link Account will show a list of existing user accounts in WebManager.  

Select the WebManager user account you would like to link with this user in DeskManager.  

To verify this link and log in to WebManager, click the WebManager Marketing button on the leftmost sidebar. This will open a new tab to login to WebManager. You should be logged in automatically. 

Alternatively you can go to the WebManager Login page and click on Sign into WebManager with you DeskManager Online Username at the bottom.

Enter your DeskManager Online username and password.

This will verify the linked accounts and allow the user to login to WebManager automatically when accessing any WebManager shortcuts in DeskManager Online.  

You may unlink this WebManager account at any time by clicking Unlink on the user’s settings page.  

Unlinking the account prevents the user from logging into WebManager with their DeskManager Online credentials.