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Manually Adding a User to Mo

Step-by-step guide to adding new colleagues to your Mo account

Tahera Barok McArthur avatar
Written by Tahera Barok McArthur
Updated this week

Add new employees to Mo manually by creating their user account and configuring their settings, groups, and permissions.

⚠️Note: You need Admin permissions in Mo to add users.

Accessing User Management

  1. Go to Manage Organisation in Mo

  2. Click Users

  3. Click Add User in the top right corner

This opens the user creation form where you'll enter all the new colleague's information.

Step 1: Basic Information

Fill out the required user details:

Required Fields

  • First Name: Enter the colleague's first name

  • Last Name: Enter the colleague's last name

  • Email Address: Use their work email address (this becomes their login)

  • Language: Select their preferred language from the dropdown

  • External ID: Add the employee ID

Step 2: Other Settings

Send Welcome Email

  • Check this box to automatically send a welcome email when you save the user

  • Leave unchecked if you want to send the invitation later manually

For Rewards Customers

  • Reward Country: Select the country to determine which rewards they see in the store

For SSO Customers

  • SSO UID: Enter their single sign-on identifier from your SSO provider

Step 3: Create the Basic Account

  1. Review the basic information you've entered

  2. Click Save to create the user account with basic details

  3. The new user appears in your user table

Step 4: Assign Groups

After creating the basic account, you need to edit the user to add group assignments.

How to Add Groups

  1. Find the new user in the Users table

  2. Click the three dots next to their name

  3. Select Edit from the menu

  4. Click on the Groups Tab

  5. Click on each group dropdown (e.g., Location, Department, Job Title)

  6. Select the appropriate options for this user

  7. Use the search function if there are many options

  8. Click Save to update their group assignments

If a Group Doesn't Exist

  • You'll need to create it first in the Groups section

  • Go to Manage Organisation → Groups to add new group options

  • See our Creating User Groupings guide for details

⚠️Note: Available groups depend on what your organisation has set up. Common examples include Location, Department, and Job Title.

Step 5: Set Permissions

While editing the user (from Step 4), you can also assign special permissions.

How to Assign Permissions

  1. In the same edit form where you added groups

  2. Click the Permissions tab

  3. Check the boxes next to the permissions you want to give

  4. Leave unchecked for standard user access

  5. Consider their role when deciding which permissions to grant

  6. Click Save to apply all changes

Step 6: Complete Setup

After saving the user with their groups and permissions:

  1. The user account is fully configured with all necessary details

  2. They appear in your user table with their assigned groups visible

  3. Their permissions are active and ready to us


Managing the New User

If You Sent a Welcome Email

  • The colleague receives an invitation email immediately

  • They can set up their Mo account using the email link

  • No further action needed from you

If You Didn't Send a Welcome Email

  1. Find the user in the user table

  2. Click the three dots next to their name

  3. Select "Send welcome email"

  4. They'll receive the invitation to join Mo

Viewing User Details

  • Find them in the Users table under Manage Organisation

  • Click their name to view full profile information

  • Use the three dots menu for additional actions

Making Changes

  • Edit their profile using the three dots menu

  • Update groups or permissions as needed

  • Resend welcome emails if they didn't receive the original


Troubleshooting

User Creation Fails

Common issues:

  • Email address already exists in the system

  • Required fields are missing or incomplete

  • Group selections are invalid

Solutions:

  • Check if the user already exists in Mo

  • Verify all required fields are completed

  • Ensure selected groups are active and valid

Welcome Email Not Received

Possible causes:

  • Email went to spam/junk folder

  • Email address was entered incorrectly

  • Email delivery delays

Solutions:

  • Ask the colleague to check their spam folder

  • Verify the email address in their user profile

  • Resend the welcome email from the user management page

Wrong Groups or Permissions

If you need to make changes:

  • Find the user in the Users table

  • Click the three dots menu

  • Select Edit to modify their settings

  • Update groups or permissions as needed

Getting Help

For assistance with adding users or managing user accounts, contact Mo support using the chat icon in the bottom right corner of any Mo page.

For setting up user groups, see our Creating User Groupings guide.

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