When your company has signed an agreement with monytr, a company administrator will be the first person invited to the platform. This person manages the initial setup and can invite additional users.
1. First Access
The administrator receives an email invitation with a link to the monytr platform.
On the first login, the administrator can choose how to sign in:
Via Single Sign-On (SSO): if your organization uses Microsoft SSO, you can log in directly with your Microsoft account.
With email and password: if SSO is not enabled, you can create a password during registration.
2. Inviting Users
Once the administrator has access, they can invite other users from the company.
Users receive an email invitation to activate their account.
Each user can also choose to log in via Microsoft SSO (if available) or with email and password.
3. Roles and Permissions
The first user is automatically assigned the Customer admin role.
The administrator can assign roles to other users (e.g. backoffice, operator, admin) depending on their responsibilities.