Users and Roles in Momentus Connect

When a user logs in to Momentus Connect from Enterprise or Elite, their Connect user is created and assigned the User role. This allows them to: 

• Browse and navigate the Marketplace
• Request apps
• Receive notifications about their own app requests

They cannot configure apps or manage other users or roles.

Customer Admin

A user can be upgraded to the Customer Admin role. This role includes everything the User role can do, plus the ability to configure apps. The Configure button on an integration page in Momentus Connect is only enabled for users assigned this role, or users who are granted Customer Admin access to a specific app via a Custom Role (see below).

Customer Admins can also manage users within their organization directly from the Users page. To access the User page, click Administration in the Momentus Connect header.

From this page, a Customer Admin can:

• Edit a user's first name, last name, and role. To edit a user, click Edit on the right side of their row. Update their name and role as needed and click Save. 
• Deactivate users. To deactivate a user, click Deactivate on the right side of their row.
• Manage Custom Roles

The first Customer Admin role must be added by Momentus. Contact the Support team to update a user's role. Once a user in your tenant is an Admin, they can assign the Customer Admin role and Custom roles to other users.

Custom Roles

Custom roles sit between User and Customer Admin: they grant Customer Admin rights, but for specific apps rather than all apps. A user who has a custom role assigned has User access to all apps and Customer Admin access to the apps selected on the role.

Custom roles are created, edited, and deleted in the Manage User Roles drawer. To open the drawer, click Manage Roles on the User page.

To create a custom role:

1. In the Manage User Roles drawer, click Add New Role. 
2. Add the role information:
   • Name the role
   • Add a description
   • Application Access: Select which apps the role should give Customer Admin access to. Only apps which the customer is currently subscribed to will be listed. Custom roles include User access to all apps.
3. Click Save.

To edit a custom role, click the pencil on the role's card to open it. Make updates as needed and click Save. 

To delete a custom role, first make sure that all users have been removed from the role. Then click the trash can on the role's card and click Yes in the confirmation pop-up to confirm the deletion. 

Role Overview