Help & Resource Center

Configuring Location-Specific Users

Overview

Depending on the scale of your business, you may want to set up in-store pickup users (ie the employees you have managing in-store pickup orders) with access to only select locations. In this article, we'll walk you through this simple process so you can better organize the accesses your employees have.

Setting up Users

To begin, you'll want to configure an in-store pickup user like you normally would. You can read more about this process here. Alternatively, if you already have your in-store pickup users set up, you can alter their permissions; you do not need to create new users if they already exist in the Admin Panel.

Configuring Permissions

Next, you'll want to head to the Users menu underneath the Users tab in the Admin Panel. From there, you should see a list of all the users you've added to your store. You can use the search boxes at the top of each column to find the specific use you're looking for as well.

User_List.jpg

On this screen, select Permissions on the rightmost column for the user you want to set to specific locations. 

Clicking on Permissions should bring up a menu that looks something like this:

permissions_isp.jpg

From here, click on the little arrow to the left of In-Store Pickup. That should expand that menu, and now the permissions window should look like this:

permissions_orders.jpg

Next, click on the small arrow to the left of the Orders option. This will display all the locations you have set up in the Admin Panel.

permissions_locations.jpg

From here, simply select whichever locations you want this user to have access to. And that's it! You've now set a user up to only have access to specific locations. If you have any further questions, please feel free to contact us via the Admin Panel.