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
- Click
Admin > Usersin the side menu. - Click
Create New. The "Creating new User" screen opens. - Type the person's email address in
Email. - Type a password in
New Password. - Type the same password in
Confirm Password. - Choose the person's stores, as "Choose their stores" shows.
- 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.
- In
Admin > Users, open the person. - Under
Tenants, clickAdd Tenant. A new row opens. - In the new row, choose a store.
- Repeat steps 2 and 3 for each store.
- 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
- In
Admin > Users, open the person. - Click
Change Password. - Type the new password in
New Password. - Type the same password in
Confirm Password. - 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
- In
Admin > Users, open the person. - Click the three-dot icon at the top right.
- Click
Delete. TheConfirm deletionbox opens. - 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 clickSave. The person then signs in with the new address.