User management
We have updated the some of the role names in the portal and added a new role. This page shows you what the role names previously were and what they are now.
If you want more information on what permissions each role gives, please read the following questions and answers.
How do I add users to the portal?
1. From the left-hand side menu, select 'Team'.
2. Select 'Invite user' at the top right of the page.
3. Fill in the details and select the role for the user - ensure the email address is correct.
4. Select 'Invite' and the invited user will receive an email to sign-up to the portal.
Your own assigned role will affect which role you can assign when inviting new users. Accountant and Team member roles cannot invite users to the portal.
How do I amend and remove users from the portal?
From the left-hand side menu, select 'Team'.
Select the user you wish to amend or remove to bring up their user details.
To amend a user, select 'Edit' next to their email, make the changes to their details and select 'Save'.
To delete a user, select 'Remove' and confirm the changes.
What permissions does each role have?
ADMINISTRATOR
- View business and ownership details, as well as store, bank account, product and pricing information, including activation codes.
- View and download transactions, sales, payouts, invoices and documents.
- Add, amend and delete all users (except the account owner).
- Only the administrator assigned as account owner is able to sign documents.
Please note - Administrators are given access to all stores by default.
ACCOUNTANT
- View business details, as well as store, bank account, product and pricing information.
- View and download transactions, sales, payouts and invoices.
Please note - Accountants will only see information for stores they have permissions to view.
The exception is if you have opted for single billing and payouts (also known as settlements) i.e. you are not billed or settled at a store level, then they will view all information regardless of store access permissions.
MANAGER
- View store and product information.
- View and download transactions and sales.
- View bank accounts (if settled and/or billed at store level) and view invoices (if billed at store level)
- View all team members listed under the business, as well as all store names, IDs and addresses, regardless of manager’s store access
- Add, amend and delete team members for the stores the manager has permissions for.
Please note, Managers will only see information for stores they have been given access to.
They will not see invoices and bank accounts where they are settled and/or billed at an entity level.
TEAM_MEMBER
- View stores and product information.
- View and download transactions and sales
Please note, Team Members will only see information for stores they have been given access to.
What is an account owner?
An account owner is the individual who is the main contact for the account.
Why am I unable to delete a user?
If you have a manager role, you cannot delete users for other stores that you do not have permissions for in the portal.
Why can 't I see all my stores?
If you can't see all the stores, first check with your administrator that you have been given access.
If you have or if you are an administrator facing this issue, please contact the customer helpdesk via the 'chat now' button or by calling 0345 901 0001.