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How to add new administrators or custom-permission users in Maxanet (Roles & Permissions)

Create new Maxanet administrator accounts with full access, or create custom roles with limited permissions (Clerk, Inventory Manager, etc.) and assign them to new company users.

Written by Dan
Updated this week

Overview

Maxanet lets you add additional administrators with full access to your account, or create custom roles with limited permissions for specific responsibilities (Clerk, Inventory Manager, Employee) and assign those roles to company users. Each administrator or company user logs in with their own unique username and password, and their access is controlled by the role they're assigned.

Important: every user needs a unique email address

All Maxanet users — admins and custom-role users alike — must have a unique email address. You cannot use the same email for two different accounts, so if a new employee is replacing someone, either create a new account with a different email or delete the old account first.

How to add a new administrator with full access

Full-access admins should be trusted partners in your business. To create one, log in as the top-level administrator, click the green Go to Admin button in the upper-right corner, then click Company Users → Add. Fill in the new user's information, select the Admin role, and click Add to save. The new admin receives an email with their login credentials.

How to create a custom role with limited permissions

For staff who should not have full access — clerks, inventory managers, customer service — create a custom role first, then assign users to it. Go to Admin → Roles & Permissions, click the green Add button, enter a role name (for example, Clerk, Inventory Manager, Employee), and save. Click the wrench icon on the new role to edit its permissions — the left column lists main feature areas and the right column lets you turn specific capabilities on or off. Save when done.

How to assign a custom role to a new company user

Go back to Go to Admin → Company Users → Add, fill in the new user's information, and select your custom role (instead of Admin) from the role dropdown. Click Add to save. The new user receives their login credentials and can only access the features you enabled for their role.

How to change an existing user's role

Go to Go to Admin → Company Users, find the user, and edit their role via the Actions menu. Permission changes apply immediately the next time the user logs in.

Screenshots and additional illustrations

Common questions

Can I use the same email for two different Maxanet users?

No. Every Maxanet user must have a unique email address. Use a different email or delete the old account first.

How do I know which permissions to turn on for a custom role?

Start with a role name that describes the job (Clerk, Inventory Manager). Turn on only the permissions needed for that job — you can always add more later. Common setups: inventory managers need item and photo permissions, clerks need bid/invoice permissions, etc.

Can I edit a role's permissions after assigning it to users?

Yes. Edits to a role apply to everyone assigned to that role automatically on their next login.

How do I add another top-level administrator?

Use Go to Admin → Company Users → Add and select the Admin role. Admins have full access to all data and features.

Can a single user have multiple roles?

No. Each Maxanet user has one role at a time. To combine permissions, create a custom role that has all the permissions you need and assign that.

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