User management
The users page allows you to add or change user details.
To access this page, click My account (your name initials at the top-right) > Manage account > Users.
Users are listed with their username, first and last names, email address, time of last login, user roles, and active status.
Displayed on the left is the number of users available for this account.
Create a new user
On the users page:
- Click +New user.
- Enter their username. This must be unique and in the format of an email address, but it doesn't have to be a valid email address e.g. john@shop.co.nz or retailcounter1@shop.net.
Usernames cannot be changed.
- Enter their first and last name.
- Set an initial password. After the user logs in using this password, they can change it via My account > Manage account.
- Set user roles - see section below.
- Click Save. You can now edit the user and enter their email address. This must be valid but doesn't need to be unique - it can be the same or different to the username, or even be a shared company email.
Email addresses linked to a user can be changed by administrators or the user themselves.
Note: only administrators can manage users.
User roles
User roles govern security access, controlling what users can and can't access in the system.
There are three main user roles:
- Administrator: has access to everything
- Manager: has access to all functions except settings and user management.
- User: has access to day-to-day functions; no access to functions like updating sales targets, inventory replenishment, inventory adjustment, user management.
Users can still be assigned specific roles, such as:
- Change_settings
- Edit_products
- Manage_data
- Manage_integrations
- Manage_inventory
- Manage_purchases
- View_costs
