Getting to know your features - For Administrators
In this article you will learn about all the mesma features in your administration panel. Its useful to work through the steps in order to help you get set up.
When you are first invited to use Mesma software you will be asked to authenticate your identity via your email address and reset your password. This article takes you through the steps.
Authenticate your mesma software user ID
If you forget your password at any time it is very easy to reset this
Reset password
We all have to take holiday from time to time so we recommend that you have more than one administrator registered on your software. The first administrator to join will need to enter some basic organisation information. This New Client Questionnaire will pop up when you first click on the Admin icon.
The information provided will populate your additional information tab in your administration control panel. See image below
Before going to step 3, here is a useful article to help you understand what the administration tabs are used for, click here. We also recommend that you review your subscription details, here is an article explaining subscriptions.
You can edit your company details in the admin control panel.
In preferences you can restrict activity of owners, change product names and if you have super administrator privileges you can control some of the things your administrators can do. To find out more please read this article. Understanding the preference page
You can import tags from a list that we have prepared here at mesma or if you have permission to do so, you can ad your own. Tags can be added by users to label or categorise data. For example, you may have an areas for improvement (AfI) that you want to categorise as an AfI related to Initial assessment or induction. Read our article on how to manage tags.
Groups are another useful way of applying a category to your assessments and plans to enable you to view your data by group. For example; you may want to add a programme type group and assign these to particular assessments for plans. Here is how to set up your groups.
There may be times when you have purchased additional licences for your partner organisations such as subcontractors. Here is an article on how you can create a partner, invite a partner administrator and manage their subscription allocation.
You are able to use this page to create and manage your user profiles. As users are invited by owners they will also be added to this list. To understand more about the different roles that can be allocated to a user, read this article.
You are able to use this page to create and manage your user departments.
Use the checklist below to tick off each of the steps as you work through them.
Step 1 Verify your email`
When you are first invited to use Mesma software you will be asked to authenticate your identity via your email address and reset your password. This article takes you through the steps.
Authenticate your mesma software user ID
If you forget your password at any time it is very easy to reset this
Reset password
Step 2 First login
We all have to take holiday from time to time so we recommend that you have more than one administrator registered on your software. The first administrator to join will need to enter some basic organisation information. This New Client Questionnaire will pop up when you first click on the Admin icon.
The information provided will populate your additional information tab in your administration control panel. See image below
Before going to step 3, here is a useful article to help you understand what the administration tabs are used for, click here. We also recommend that you review your subscription details, here is an article explaining subscriptions.
Step 3 Edit your company details
You can edit your company details in the admin control panel.
Step 4 Preferences
In preferences you can restrict activity of owners, change product names and if you have super administrator privileges you can control some of the things your administrators can do. To find out more please read this article. Understanding the preference page
Step 5 Tags
You can import tags from a list that we have prepared here at mesma or if you have permission to do so, you can ad your own. Tags can be added by users to label or categorise data. For example, you may have an areas for improvement (AfI) that you want to categorise as an AfI related to Initial assessment or induction. Read our article on how to manage tags.
Step 6 Groups
Groups are another useful way of applying a category to your assessments and plans to enable you to view your data by group. For example; you may want to add a programme type group and assign these to particular assessments for plans. Here is how to set up your groups.
Step 7 Partners
There may be times when you have purchased additional licences for your partner organisations such as subcontractors. Here is an article on how you can create a partner, invite a partner administrator and manage their subscription allocation.
Step 8 Users
You are able to use this page to create and manage your user profiles. As users are invited by owners they will also be added to this list. To understand more about the different roles that can be allocated to a user, read this article.
Step 9 Setting up departments
You are able to use this page to create and manage your user departments.
Use the checklist below to tick off each of the steps as you work through them.
Updated on: 28/10/2022
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