Use the Account page to manage account settings.


Account information


The available options are:

  • Team Name - This is the Team Name that appears at the top of the MCM left side menu.  Changing this does not affect the URL used to access MCM.
  • Global Administrators - Add, delete Global Administrators and manage the permissions for them. For more details, see the Global Administrators section below.
  • User Preferences - Note: This section is available only to the Business Administrator.  Use these settings to enable/disable features for users.  For more details, see the User Preferences section below.
  • Multi-Factor Authentication - Select which class of users are able to use MFA (Disabled/BA only/BA and GA/All Users).  For more details, see the Multi-Factor Authentication section below.
  • Message in User Dashboard - Use this to add a custom message to the Standard User dashboard.  For more details, see the Message in User Dashboard section below.
  • Message - User Verification Email - Use this section to customize the text for new user verification emails.  For more details, see the Message - User Verification Email section below.


Global Administrators (Global Admin, GA)


1, Add Global Administrator: Select users in the dropdown to promote them to Global Administrators.

2, Delete Global Administrator: Click the "X" to remove them from the Global Administrators list.

3, Edit Global Administrator Permissions:  When the Global Administrators list is not empty, the button "Edit GA Permissions" will appear on UI.


Click the "Edit GA Permissions" button to open the "Edit GA Permissions" page, every Global Administrator will be listed in the first column "GA name". Each permission can be individually set for GA members.


These permission options are moved from the "User Preferences" old options:

Pre-7.3 Options in "User Preferences"7.3 and later Options in "Edit GA Permissions" Descriptions
Do not allow GA to add/delete devices.Add/delete devicesAllow or disallow this Global Administrator to add and delete CacheDrives.
Do not allow GA to add/delete/manage cloud storage.Add/delete/manage cloud storageAllow or disallow this Global Administrator to add, delete, and manage cloud storage.
Do not allow GA to operate all files as admin.Operate all files as adminWhen enabled, GA accounts can access all files in MCM -> Files.  When disabled, GA users will be permitted access to files and folders based on their ACLs. 
Do not allow GA to view billing information.View billing informationAllow or disallow this Global Administrator to view the billing information.
Do not allow GA to receive marketing emails.Receive marketing emailsAllow or disallow this Global Administrator to receive the marketing emails.
Do not allow GA to manage all files as admin.Manage Versions

Manage Caching

Purge

Location History
Allow or disallow this Global Administrator to manage versions of the files/folders/share.
Allow or disallow this Global Administrator to manage caching of the files/folders/share.
Allow or disallow this Global Administrator to purge files/folders.
Allow or disallow this Global Administrator to view the location history of the files/folders.
Receive alert emailsAllow or disallow this Global Administrator to receive the alert emails from Morro Systems.
If the option "Alert email to BA only" in "User Preference" is checked, all checkboxes in the "Receive alert emails" column will be unchecked and cannot be edited.


User Preferences

Note: These options are available only to the Business Administrator.  Global Administrators and regular users will not have access to these options.


OptionWhat It Does
Show inaccessible devices/shares for regular users.Hide/unhide inaccessible devices and shares from regular users.
Alert email to administrator only.Some alert emails may go to standard users.  Use this option to make alert emails go to administrators only.
Alert email to BA only.Only allow the Business Administrator to receive alert emails.
Do not allow guest access to all shares.Disable guest access to shares globally.
Access-based enumeration.When enabled, users will not be able to see shares that they do not have permission to access.
Optimize for macOS clientsmacOS adds extensions to the SMB service. We support these extensions so that CacheDrive works better with macOS. There is also overhead, so please be aware that enabling this option provides:
  • Better compatibilities with macOS
  • Faster folder browsing for large folders on macOS
  • Slower file transfer for many small files
We noticed that macOS Catalina is slower than Big Sur and Monterey, so we recommend using a newer OS whenever possible.



Message in User Dashboard

Use this section to add a custom message to the Standard User Dashboard.  The following setting:


Message in user dashboard


produces the following result in the Dashboard for a Standard User:


Message in user dashboard


Message - User Verification Email

This option allows Administrators to customize the verification email sent when a new user account is created.  The following variables are supported:

  • {team} - The Team Name.
  • {fullname} - The user's full name.
  • {name} - The user's login name.
  • {url} - The Team Portal/MCM URL.

To see an example of the variables in use, load the default verification email settings by clicking the Default button.



Multi-Factor Authentication

When Multi-Factor Authentication is enabled for any users, the MFA Methods and MFA settings section will appear:


MFA


The available methods are:

  • One Time Password - Use an authenticator app (for example, Google Authenticator) to generate one-time passwords for login.
  • Security Code via Email - An email will be sent with a security code when logging in.
  • Security Question - The correct answer for a user configured security question will be required.
  • Security Code via SMS - A text message with a security code will be sent to the phone number on file for the user.