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Managing Users Manually in Mo

Complete guide to manually adding, editing, and managing user accounts

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

Manually manage user accounts in Mo including creating users, updating information, sending invitations, and handling user lifecycle changes.

⚠️ Note: You need Admin permissions in Mo to manage users. This guide covers manual user management methods.

Accessing User Management

  1. Go to Manage Organisation in Mo

  2. Click Users

  3. View all user accounts and their current status

Adding New Users

How to Add a User

  1. Click Add User in the top right corner

  2. Enter basic information:

    • First Name (required)

    • Last Name (required)

    • Email Address (required)

    • Language (optional, defaults to English)

    • Manager (optional)

    • External ID/Employee ID (optional)

  3. Set invitation preference:

    • Check "Invite user via welcome email" to send invitation immediately

    • Leave unchecked to invite later

  1. Additional fields (if applicable):

    • Reward Country (for rewards customers)

    • SSO UID (for SSO customers)

  2. Click Save to create the basic account

πŸ“– For detailed user creation steps, see our Manually Adding a User guide.

Editing Existing Users

When to Edit Users

  • Personal information changes (name, email address)

  • Role updates (job title, department, manager)

  • Group reassignments (location changes, team moves)

  • Permission adjustments (promotions, role changes

  • Occasion updates (birth date, start date corrections)
    ​

How to Edit a User

  1. Go to Manage Organisation β†’ Users

  2. Find the user you want to edit

  3. Click the three dots next to their name

  4. Select Edit

  5. Update the information you need to change

  6. Click Save to apply changes

What You Can Edit

Personal Information:

  • First and last name

  • Email address

  • Preferred language

  • External ID/Employee ID

Organisational Details:

  • Manager assignment

  • Group memberships (Location, Department, Job Title)

  • Start date and occasion information

Access and Permissions:

  • Manager permissions

  • Admin access

  • Other specific permission settings

Other Settings (if applicable):

  • Reward country preferences

  • SSO UID information

User Status

Understanding Your User's Status

Awaiting Invite/New:

  • User account created but not yet invited

  • No welcome email sent

  • Account remains inactive

Invited:

  • Welcome email sent

  • Activation link provided

  • Waiting for user to complete setup

  • Account has yet to be activated

Active:

  • User has signed into Mo and activated their account

  • Has access to use Mo

Resending Welcome Emails

If users haven't received or lost their invitation:

  1. Find the user in the Users table

  2. Click the three dots next to their name

  3. Select "Resend welcome email"

  4. Fresh invitation sent immediately

πŸ’­ Did you know? Managers are able to resend welcome emails for their teams via the manager version of the homepage.


Troubleshooting

Can't Find a User

Solutions:

  • Use the search function in the Users table

  • Check spelling of names

  • Search by email address instead

  • Verify the user account was actually created

Changes Not Saving

Common causes:

  • Required fields left empty

  • Invalid email format entered

  • Browser connectivity issues

Solutions:

  • Check all required fields are completed

  • Verify email address format is correct

  • Refresh page and try again

  • Clear browser cache if persistent

User Not Receiving Welcome Email

Check these issues:

  • Email went to spam/junk folder

  • Email address entered incorrectly

  • Email server blocking Mo emails

Solutions:

  • Ask user to check spam folder

  • Verify email address in their profile

  • Resend welcome email

  • Contact IT about email filtering

Permission Changes Not Taking Effect

Possible causes:

  • User needs to log out and back in

  • Browser cache showing old permissions

  • System update delay

Solutions:

  • Ask user to log out and log back in

  • Clear browser cache and refresh

  • Wait a few minutes for system update

  • Contact support if issue persists

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