Users allow you to create logins for your internal staff members. These user accounts can log into the app directly without going through the Shopify admin first.
Users can also be assigned to quotes. When a user is assigned to a quote, the information related to the user can be used in the quote PDF and email templates.
In this section:
Creating a new User
Steps
- Press New User
- Enter Name, Email Address, and Password
- Select options
- Admin User: Check to give the user access to all settings. Standard users only have access to the Orders tab
- User can send quotes: Check this option to give the user the ability to send the quotes to the customer when they are ready.
Editing a User
Steps
- Press ...
- Press Edit
- Update fields
- Press Save
The user also has a "User Info" field that can be used to include general information related to the user.
Steps
- Press ...
- Press User Info
- Update field
- Press Save
- you can also press the User Info button on the right in the user list to quickly access the user information dialog.
Delete a User
Steps
- Press ...
- Press Delete
- Press Delete in the confirmation dialog
Change a User's password
Steps
- Press ...
- Press Edit
- Select Change User Password checkbox
- Enter a new password
- Press Save