To begin using MTDIT, it’s essential to correctly configure user access and complete their contact details. Below are the steps to follow for a smooth setup process.


Step 1: Define User Type

Choose the appropriate user type:

  • Accountants will have access to MTDIT by default.

  • Staff Members will require access to be explicitly granted after they are created.


Step 2: Add or Assign Contact Information

  • If an existing contact already exists for the accountant or staff member, simply link it during setup.

  • If no contact exists, create one by filling in the required fields: First Name, Middle Name (optional), Last Name, and Email Address.


Step 3: Configure Login Details

  • Set and confirm a Password for the new user.

  • Enter a Phone Number, which will be used for two-factor authentication (2FA) to enhance security.


Step 4: Input Address Information

  • Complete the Address Details to finalise the user profile.


Step 5: Save and Close



Step 6: Assign Module Access

  • Click the three dots next to the user and assign the clients they should have access to. Then navigate to Modules and select the checkbox next to MTDIT.



Step 7: User Login 


  • Ask the user to log in using their credentials and navigate to the MTDIT module. This will trigger an automatic synchronization between MTDIT and the main platform, and the user will then appear in the Users section within MTDIT.


IMPORTANT NOTE:

For users to appear in MTDIT, they must first log in and open the MTDIT module. This triggers an automatic sync between MTDIT and the main platform.