After you have completed the Quick Start, it is time to get the business ready to start using the Morro solution. Getting the business setup involves understanding how files should be organized and how users should be setup to access those files.


From a single user to multiple users with multiple offices, an organization is a composition of different roles. Roles can be identified by departments or by employees. Thinking about the roles in your company will determine how files will be used in your business. Once you understand the roles in your company, setting up how files are accessed will be handled by two concepts: managing shares and managing users.


Roles/Departments

Here are some sample roles or departments you may have in your business.

  • Marketing
  • Sales
  • Human Resource (HR)
  • Managers
  • Engineering


Employees who perform the same roles in your business will need to work with similar types of files. You will want to keep files related to a role in the same area in your system to make them easier to find. In addition, you may grant or limit access to files based on a employee's role in a company. For example, HR has access to private employee information that should only be accessible by employees in the HR department.


Managing Users

Morro Data supports two modes for managing users:

  • Morro Data Users Mode
  • Active Directory Mode (including Azure AD). 
For more information on the different user modes, please refer to the article: Active Directory Mode.  


Note: For this article, we will set up users under Morro Data Users Mode. You can switch modes at a later time.


Add each employee as a user in your Morro Solution. Users with similar roles should be placed in the same group.


Create Groups

Groups can be named according to department or roles in the business such as 'Accounting', or 'HR'. To create groups, reference the article Team Page - Create Group


Add Users to Groups

Add Users to the groups based on their department or roles. Users must be assigned to a primary group. You can set the user's primary group when creating the user or from the manage user panel.


You can also add users as members of other groups from the Group page. Select a group and add users from the manage group panel.


For example, you may have a user whose primary role is in the sales department. This user may also need access to files in the marketing department. To set this up, you would create the user with the primary group "sales" and then add the user as a member of the group "marketing".


Global Administrators

If you are the creator of the account, then your account is the Business Administrator account. However, you may want to grant other users permissions to manage users, shares, and devices. In order to do this, you need to promote your users to Global Administrators. Users with Global Administrator roles can log into the Morro Cloud Manager and perform administrative duties in the system.


Managing Shares

Shares are a top-level network folder that manages groups of files that need to be accessed based on roles of users or groups in your organization. For example, you may have a share for all the sales people in your organization and a different share for all the marketing people in your organization.


Pools

Shares are grouped together in pools. Pools represent where and how your files are stored. Currently, pools manage the versioning policy for files saved in the shares in the pool.


Shares

Access permissions to files are controlled by a share. Shares can grant or limit access based on users, groups, and/or gateways.


Create some shares based on departments or roles. For example, you can create a share for Sales and one for Marketing. Once the share is created, set the access permission for the users using the manage share panel



Next Steps

Once the business is setup to use Morro solutions, check out the Setup Two Office Locations article for a tutorial on how to configure the system when you have multiple offices.