Set up your account

Last updated: May 02, 2024

Create your account, structure your account, invite team members, customize your account settings, and manage your subscription

Create your account

  1. Go to https://registration.madaster.com, choose your country, and sign up for the appropriate subscription that matches your needs.
  2. Check your inbox for a confirmation email. Use the link therein or go to the Madaster platform by logging in at https://platform.madaster.com. Login with your company account if you have one with Microsoft. Otherwise register with your personal email.

Create and organize folders

Madaster uses a flexible and customizable folder structure so users can stay organized based on their needs. Folders can store projects, databases, and other folders (e.g., a region, department, subsidiary, etc.). Before creating objects, a folder must be created.

  1. From the account-level General tab, select New folder.
  2. Select the Folder Type

    Note: Madaster provides default folder types that can be modified or deleted. New folder types can also be added. Click here for more information on editing the account’s folder types.

  3. Name the folder. A Description and a Logo are optional. Click Save.
  4. If necessary, create Folders within folders to establish a hierarchical folder structure, or folder tree.

Invite and organize your team

From your account, individual users can be added. Madaster enables each user to have their own access and permissions.

  1. Click on your Account name in the left navigation menu.
  2. On the right side the tab Users is found behind the 3 dots.
  3. Click Add user.

    Note: Users added at account-level gain access to all current and future folders, projects and databases within the account. If desirable, a user’s access can be limited to a folder (including all sub-folders), or to a specific object. In such cases, the folder or project must already be created. Click here for more information on inviting users and managing permissions.

  4. Enter the user’s E-mail address and assign Permission.

    Invited users will receive an E-mail with instructions to join the account:

    • New users with no existing profile/login must register to join the account.
    • Users with existing profiles can join the account using their existing user profile/login.
  5. To modify user roles and permissions, click on the icon on the right.

    Note: User roles and permissions can only be edited at the level (account, folder, object) where they were originally established.

  6. To delete users, click on the icon on the right.

Customize default account settings

  1. If desired, create custom Presets for Source File Uploads within the account-level Presets for upload tab.
  2. Presets for passports
  3. Data settings

Use Features

  1. If desired, activate, use and evaluate new Features from the account-level Features tab. Click here for more information on Features.

Manage your subscription

  1. At account-level, click Subscription in the top navigation.
  2. View the summary and detailed information.
  3. Modify or cancel your subscription.

Manage your files

Please refer to the Stay organized – Type of files for more information on different file types and how to stay organized within your account, folders and objects.

Next step: Set up Objects