Each administrator will log in with their own unique username and password.
You can create new administrators that have full access to the platform, or you can create new administrators that have custom tailored access levels.
Note: All users must have a unique email address. In other words, you may not use the same email address for two different users.
To create a new Administrators (with full access) in your system:
New admin users will have full access to all data and features of the platform and should be a trusted partner in your business. If you want to limit access for the new user, please see the section below on how to add a custom role before adding the new user.
If you are logged in as the top level administrator, you can click on the green colored 'Go to Admin' button located in the upper right corner of the page.
Click on 'Company Users' >> 'Add'
Fill out the new user information >> select the 'Admin" role >> click the green 'Add' button to complete.
To create a new custom role (with select/limited access) in your system:
If you do not want a company user to have full access, you may create a custom role with limited permissions, then assign that role to a company user.
If you are logged in as the top level administrator, you can click on the green colored 'Go to Admin' button located in the upper right corner of the page.
Click on the 'Roles & Permissions' tab from the top navigation menu.
Click on the green colored 'Add' button located near the upper right section of the page.
Add the "Name" of the new role and save. Example names could be "Clerk" or "Inventory Manager" or "Employee".
Once the new Role has been saved, click on the 'wrench' icon of the new Role.
You are now editing the permissions of this Role. The left column has all of the main options and the right column has the specific capabilities that can be turned ON or OFF for this Role.
To create a New User and Apply the Role:
From the same 'Go to Admin' page, click on the 'Company Users' tab. Click on the green colored 'Add' button located in the upper right section of the page to add a new user.
Add the First Name, Last Name, UserName, Email, Phone#.
Click on the Role drop down menu...and select the new Role you just created above.
Click on the Add button to save.
The new user/admin will now get an automated email that contains their username and an automatically generated secure password. They can now login into the system.