Creating & activating a new user: User, Administrator, Salesperson

Creating & activating a new user: User, Administrator, Salesperson

I. Creating a new user

  1. From the Administration Index > Users > Listing 
  2. Click [+ New] on the bottom of the page
  3. Enter the required fields:
    • First Name
    • Last Name
    • Username
    • Email
  4. Enter the optional fields:
    • Company
  5. Select the Role
    1. User - standard user, no access to the admin
    2. Administrator - has full access to the admin
    3. Salesperson - has access to user impersonation, and sales person features if sales person addon present
  6. Enter a password
  7. At the bottom of the page click [save]
Once the user is created you will need to setup billing and shipping addresses for the user, or attach a customer.

II. Activate the User

  1. After clicking save, new options will pop-up, Click 'Site Access -->'
  2. Check the box for Active 
If your website requires user approval you can also check Approved at this time, or come back to approve the user later.

Send Approval Email

  1. If user needs to be informed click Send Approval Email
  2. Confirm your changes and click Save All on the bottom of the page


Screenshot Tutorial

I. Creating a new user

Step 1: From the Administration Index > Users > Listing 


Step 2: Click [+ New] on the bottom of the page


Step 3: Enter the required fields: First Name, Last Name, Username, Email.
  1. Enter the optional fields: Company
  2. Select the Role
    1. User - standard user, no access to the admin
    2. Administrator - has full access to the admin
    3. Salesperson - has access to user impersonation, and sales person features if sales person addon present
  3. Enter a password
  4. At the bottom of the page click [save]



II. Activate the User

Step 1: After clicking save, new options will pop-up, Click 'Site Access -->'



Step 2: Check the box for Active 
​

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