El Roy's docs
People

Manage people

Give a person a dashboard sign-in, choose their stores, change a password, and remove access.

Use Admin > Users when a new person needs a dashboard sign-in, when a person forgets a password, or when a person leaves.

Add a person

  1. Click Admin > Users in the side menu.
  2. Click Create New. The "Creating new User" screen opens.
  3. Type the person's email address in Email.
  4. Type a password in New Password.
  5. Type the same password in Confirm Password.
  6. Choose the person's stores, as "Choose their stores" shows.
  7. Click Save.

The dashboard does not email the new person. Give the person the email address and the password in person. The person can change the password later with Forgot password? on the sign-in page.

Choose their stores

The person can work only with the stores in Tenants.

  1. In Admin > Users, open the person.
  2. Under Tenants, click Add Tenant. A new row opens.
  3. In the new row, choose a store.
  4. Repeat steps 2 and 3 for each store.
  5. Click Save.

To take a store away, click the three-dot icon in the store's row, then click Remove. Then click Save.

Change a password

  1. In Admin > Users, open the person.
  2. Click Change Password.
  3. Type the new password in New Password.
  4. Type the same password in Confirm Password.
  5. Click Save.

Give the person the new password in person. The person can also reset the password with Forgot password? on the sign-in page. Sign in shows how.

Remove a person

  1. In Admin > Users, open the person.
  2. Click the three-dot icon at the top right.
  3. Click Delete. The Confirm deletion box opens.
  4. Click Confirm.

The person cannot sign in anymore.

Good to know

  • Give each person their own sign-in. Do not share one sign-in between people.
  • To change a person's email address, open the person, change Email, and click Save. The person then signs in with the new address.

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