To invite a new user to the Maalka Program, locate the plus icon in the top black bar and select Invite New User.
The pop-up form will prompt you to enter an e-mail address, name, and the user's primary Role for the Maalka program. The e-mail address you enter will be the user's login address, and it is where they will receive their account creation instructions. The Role that is selected will affect everything a user sees and which features they can or cannot edit.
The following sections explain which Roles to select for various access levels.
If you would like to invite an administrator to the Maalka program with full access to every site and every region in the program, select the Role you would like the user to have from the Role dropdown. You do not need to add an Advanced Role. This user will be able to access and configure every feature, region, and site in the Maalka application.
For a full list of Maalka's Roles and what they can do, click here. For Custom Roles used in the GS version of Maalka, click here.
After selecting the Role, click Invite. The user invite will be reviewed and they will receive an e-mail with account creation instructions in 1-2 business days.
To Invite a user with limited access to a group (region), you will need to set up an Advanced Role and assign that Role to sites within the region.
When the Invite user popup is opened, select Client View for the Primary Role - this Role gives general access to Maalka but does not give access to sites unless specified.
To set the regional role and assign sites, click the Open Advanced Roles button.
Now you will need to set the Advanced Role for all the sites you would like the user to access. Select the Role you would like the user to have from the Role dropdown. For a full list of Generic Roles and what they can do, click here. For Custom Roles used in the GS version of Maalka, click here.
Next, you must connect this role to a group's (region's) sites. You can do this by checking off sites from the table. To quickly select all sites in a group you can:
1. Select the group (region) name from the Group(s) dropdown
2. Check the box next to Site Name on the table column header. This will select all visible sites.
Click Invite to invite the user to the group (region).
The user invite will be reviewed and they will receive an email with account creation instructions in 1-2 business days.
To invite a user to Maalka with full access to a group (region) - they will be able to update regional accounts - you will need to set up a Primary Role and two Advanced Roles then assign those Roles to a region and its sites.
When the Invite User popup is opened, select Client View for the Primary Role - this Role gives general access to Maalka but does not give access to sites unless specified.
To set the group (regional) role and assign sites, click the Open Advanced Roles button.
Now you will need to set the Advanced Role for the region you would like the user to access. Select Group-Level Access (or Region-Level Access for GS users) for the Type.
Then choose the Role you would like the user to have. For a full list of Maalka's Roles and what they can do, click here. For Custom Roles used in the GS version of Maalka, click here.
To connect this Role to a group (region), check the group's name from the table. This will complete the first Advanced Role.
Now you will need to give the user access to the sites in the group (region). If you skip this step, the user will not be able to see any sites and the application will appear empty. Click the Add Advanced Role button again.
Leave Type as Site Access. Select the Role you would like the user to have. For a full list of Maalka's Roles and what they can do, click here. For Custom Roles used in the GS version of Maalka, click here.
Next, you must connect this role to a region's sites. You can do this by checking off sites from the table. To quickly select all sites in a group (region) you can:
1. Select the group (region) name from the Group(s) or Region(s) dropdown
2. Check the box next to Site Name on the table column header. This will select all visible sites.
Click Invite to invite the user to the region.
The user invite will be reviewed and they will receive an email with account creation instructions in 1-2 business days.
To invite a user to Maalka with access to a site or multiple sites outside of a group, you will will need to set up a Primary Role and one Advanced Role.
When the Invite User popup is opened, select Client View for the Primary Role - this Role gives general access to Maalka but does not give access to sites unless specified.
To set the site role and assign the site(s), click the Open Advanced Roles button.
Now you will need to set the Advanced Role for the site you would like the user to access. Select Site-Level Access for the Type, and select a Role for the site. For a full list of Maalka's Roles and what they can do, click here. For Custom Roles used in the GS version of Maalka, click here.
Finally, select the site or sites you would like the user to have access to by selecting them from the table below.
When you are done, click invite. The invitation will be reviewed and they will receive an email with account creation instructions in 1-2 business days.
