Managing Users and Permissions

Managing Users and Permissions

Managing Users and Permissions

Overview

In this guide we will explain how to add, edit and remove users from your Expandly account 

 

Adding Users

1.  Select Settings (left menu) and then Users, to manage users and permissions:


2. On the Manage Users page, click  (top right)

3. Complete the mandatory user’s details including Username/Email, Password and First & Last Name information: 


4. Press the  icon , to Add Permissions and define the user's role access within Expandly.

There are 5 different roles available to choose from (Admin, Sales Orders, Purchase Orders, Listings & Products and Custom) and once the role has been selected, this will then open the User Permissions page, for you to further define what elements of Expandly you would like the user to have access to, and what type of access that is (View, Add, Edit and Delete). You are able to customise the levels of access you are providing to users to best suit your needs:


5. Click   (top right) to save user on Expandly. The user will then receive an email with their details to log in

 

Editing Users

1. Select Settings (left menu) and then Users, to manage users and permissions

2. On the Manage Users page, find the user you want to amend and click the edit icon

3. Once the necessary changes have been made to the user/role permissions, click Save

 

Locking/Unlocking Users

1. Select Settings (left menu) and then Users, to manage users and permissions

2. On the Manage Users page, find the user you want to Lock/Unlock and click the padlock icon to action this 

 

Deleting Users

1. Select Settings (left menu) and then Users, to manage users and permissions

2. On the Manage Users page, find the user you want to want to delete and click on the delete icon to action this 

 

Need more help? 

If you need a little extra help, no problem. Contact us, and we'll be happy to discuss and talk you through the steps.

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