How to add a user

Only Company Admins can create new users and invite them to use the system.

With role-based access control, each user can perform tasks specific to their role, providing visibility into any changes made and ensuring accuracy.

Therefore, we recommend that all employees have their own user accounts in the Portal.

• Create a user account
• Give access to store(s)
• POS access to a user
• Send invitation to a user
• Invitation status

Create a user account

To create a user account, do the following: 

1. Navigate to Admin and then select Users. 

2. Click New user.

3. Add the employee's information and select user type.

4. Click Save.

Give access to store(s)

After the user has been saved, you must select which store(s) the employee needs access to.

Do the following: 

1. Click the + symbol to select the relevant store and a backoffice role.

2. If the user needs access to multiple stores, repeat the steps above. 

3. Click Save.

POS access to user 

POS access is automatically assigned when the relevant store and back-office role are assigned to the user account.

Send invitation to a user 

Once the user account is created, you can send a registration email invitation. 

This invitation will be sent to the user's email where they need to follow the registration link and set up a password for the account.

Invitation status

Not invited : The employee has not been invited to use Portal.

Sent : An invitation has been sent to the user's email, but has not been responded to and accepted. 

• Delivered : Recipient has received the email in their inbox.
• Read : Email has been read.
• Bounce: Email could not be delivered to the registered email address. 

Expired : Invitations that the user has not responded to in time and have thus expired.

• By default, the registration link in the email invitation will be valid for 30 days.
• These invitations will need to be resent if the user would like to access Portal.

Active : Invitations that the user has responded to and accepted.