During the onboarding process, you'll need to add Users to your Admin Panel. Those Users can then be assigned to specific roles depending on how they will interact with your Admin Panel integration. This help page will outline how to create and edit users, and how to assign a role.
Adding a User to the Admin Panel
From your landing page, click on the Users menu and then on the Users link. Click on the NEW + button to create a new User.
In the Add User modal window, fill out the following information for the new User:
- First Name
- Last Name
If the user's email address matches the website domain(s) for the dealer, the Company will automatically populate. For example, entering matthew@franksfishing.com caused the Company to automatically fill in Frank's Fishing.
- Type
This section refers to the User Type. There are three options:
- Owner -- Can add, edit, and remove other Owners, Administrators, and Users
- Administrator -- Can add, edit, and remove Users
- Users -- Can only edit themselves
The User Type also determines the Role. By default, all Admin Panel clients have the following Roles available:
- Consultant
- Fulfillment
- In-Store Pickup
- Manager
- Merchandiser
- Root
- Shipping
- Staff
Default permissions for Roles, along with instructions on creating, editing, and deleting roles can be found at this linked Help Page.
The Status allows Owners to Enable or Disable an account at any time, restricting (or permitting) a user's ability to login to the Admin Panel. Disabled accounts will receive an error message when they attempt to login and must contact the Owner account for access.
Please ignore the Phone field at this time. This is a forthcoming feature and will be explained in a future Help Page.
Once you click Save, the new user will be added to your Users list.
Editing a User
Owners and Administrators are able to edit users.
Start by clicking on the user's Name.
You can edit any field, user Type, or user Role.
If you are logged in as an Owner, you'll notice a new feature labeled Locked.
A user account can become Locked if login credentials are incorrect or a user has attempted to login with incorrect credentials too many times. Owners can unlock an account from the Edit User screen.
When your changes are complete, hit Save.
Deleting a User
If you need to permanently remove a user from the Admin Panel, you can do so from the Users menu. Start by clicking on the user's name you wish to delete.
Click on the red Delete button in the upper right-hand corner of the Edit User modal window.
You will see a "User successfully deleted" confirmation, and the deleted user will be removed from the Users menu.
If you have any questions about creating, editing, or deleting a user, please open a Support Ticket and we will be happy to help.