• "How can I review which users have access to Molo, their roles, and permissions?"

Resolution Steps

  1. Go to Reports from the main menu.
  2. Select Contacts and Vessels.
  3. Click on User Access.
  4. Optional: Apply filters as needed:
    • This Marina Location Only – limits the report to the current marina.
    • Entire Company – shows users across all locations (if applicable).
    • Show In-App Active Users – includes users currently active in the app.
    • Show Deleted Users – includes accounts that were deleted.
  5. Click Run Report.
  6. The report will display:
    • User’s First Name and Last Name
    • User Type (e.g., Company User, Marina User)
    • User Role (e.g., Manager, Staff, Admin)
    • Locations the user has access to
    • Access points where permissions are granted or denied, including Manager access

 

Verification: All users who have access and their access levels should appear on this report.