Begin by heading over to your Settings > Users.
Which can be found on the top menu bar within the settings page.
To add a new user, click on the (+) on the top right hand side of the dashboard once in the user section to being adding a new user.
You can go ahead and create a user by adding them by email and assigning a role
Or you can also fill in your employees information, assign them a role and create them a temporary password which they can use to sign in.
The different types of roles include:
- Orders Only : Create, View, Edit
- Admin : Access to Create, View, Edit majority of the Dashboard
- inventory, Customer and Orders : Create, View, Edit these areas of the Dashboard
- Manager : Same access as admin except can only view Invoices and Reports
- Employee : Create, View, Edit Inventory only
Click 'Submit' to send your team member an invitation to use our platform!
Please Note: They will need to click the 'Verify Email' button in their email to receive access to their account.