User Management

Administrators can create and manage user accounts, assign roles, and control access to the system.

Note: User management requires Admin role.

Viewing Users

Click "Users" in the sidebar to see all user accounts. The list shows:

User Roles Explained

Role Permissions Typical Use
Viewer
  • View dashboard
  • Browse report history
  • View and download completed reports
 Accountants, auditors who only need to view reports
Operator Everything Viewer can do, plus:
  • Request new reports
  • Cancel pending reports
 Store managers who need to run daily reports
Manager Everything Operator can do, plus:
  • Create and manage schedules
  • Add and edit stores
  • View user list
  • Collect agent logs
 Regional managers, IT staff
Admin Full access including:
  • Create and manage users
  • Delete stores
  • All system settings
 System administrators

Creating a New User

  1. Click "Add User"
    Click the blue "Add User" button in the top right.
  2. Enter user details
    • Email - Their login email address (must be unique)
    • First Name - User's first name
    • Last Name - User's last name
    • Password - Initial password (user should change it)
    • Role - Select appropriate access level
  3. Click "Create User"
    The account will be created immediately.
  4. Share credentials
    Securely communicate the email and temporary password to the user.
Tip: Choose the minimum role needed for each user's job. This follows the security principle of "least privilege."

Editing a User

To modify a user's settings:

  1. Click the edit icon (pencil) next to the user
  2. Update their name, role, or other details
  3. Click "Save Changes"

Resetting a Password

If a user forgets their password:

  1. Click the edit icon next to their account
  2. Enter a new password in the password field
  3. Click "Save Changes"
  4. Securely share the new password with the user

Deactivating a User

To temporarily disable a user's access without deleting their account:

  1. Click the edit icon next to the user
  2. Toggle "Active" to off
  3. Click "Save Changes"

Deactivated users cannot log in but their account remains in the system. You can reactivate them later if needed.

Deleting a User

To permanently remove a user:

  1. Click the delete icon (trash can) next to the user
  2. Confirm the deletion
Warning: You cannot delete your own account. Another admin must do it.

Store-Level Permissions

By default, users can access all stores. You can restrict a user to specific stores:

  1. Edit the user
  2. In the "Store Access" section, select specific stores
  3. Save changes

Once restricted, the user will only see those stores in the dashboard, report requests, and history.

Note: Admin users always have access to all stores regardless of store-level permissions.

User License

Your organization has a limit on the number of users that can be created. Check the license information at the top of the Users page to see:

If you've reached your limit and need more users, contact your account manager about upgrading your plan.