Create, unlock or deactivate a user
In « Comptes et droits », you add a team member, change their password or unlock them.
ReadHow to do it
- Open « Comptes et droits ».
- On a person's row, click « Droits & rôle ».
- Choose the classification: it gives the place in the hierarchy (Owner › Executive › Director › Manager › Assistant Manager › Team Leader › Senior Staff › Staff › Trainee).
- Write the role in words (for example « Customer service »): it gives no rights.
- Tick the rights one by one: screens, figures (purchase prices, revenue, money collected) and actions (export, import, send to the carrier…).
- Click « Enregistrer ». The change applies right away.
Good to know
- « Reprendre le modèle » puts back the boxes suggested for the chosen classification.
- You only manage people placed lower than you, and you can only give the rights you have yourself.
- There is only one Owner: they have all rights and cannot be deactivated.
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