Managing Users and Roles

Managing Users and Roles

Adding a User

  1. Go to the 'Manage Users' section in the main menu.
  2. Click on 'Users'.
  3. In the top right corner, click 'Add a User'.
  4. Fill in the user's details, select a role (a set of permissions), and click 'Create'.
  5. If needed, check the relevant boxes under 'Select Permissions' and click 'Save'.

By default, the account owner will receive all emails for new orders from customers who aren’t yet linked to a Sales Manager. However, if you assign a user a role other than 'Admin' and check the 'Orders Manager' box, that user will receive the emails for those orders instead.

Understanding Roles

A role is simply a set of permissions that defines what a user can do on the platform. Once you create a role, you can assign it to one or more users.

You can create different roles depending on your team's needs. Each role can be customized to allow access to certain sections, pages, or functions like viewing or editing orders.

Take a look at the default roles available to get a sense of how they work, and feel free to create new ones that fit your team’s workflow.

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