To create a new user or an additional login for your Deliverect account, follow the steps in this article.
Invite a single user
Step 1. Log in to your Deliverect account and go to
Settings
and then Users
.
Step 2. Select the Invite user button.
Step 3. Enter the user's details. The following options are available:
Full name: Enter their name or how they should be identified in Deliverect.
Email: Enter their email address.
Role: Choose which role they should have. This will determine what they can access and perform in Deliverect. The default roles are:
Administrator: Full access to your account
Finance: Access to analytics, billing information, and orders.
Manager: Access to lower-level management tasks.
Store staff: Access to perform day-to-day operational tasks.
Technical support: Administrator-like access to assist with technical tasks.
Phone number: Enter their phone number.
Restrict to locations: Activate to limit this user to specific locations.
Select locations: Choose which locations the user can access and manage.
Send invitation email to user: If activated, the user will be sent an email with a link to log in.
User username + password login: If activated, a username and password will be created for the user.
Step 4. Select the Invite button once ready.
Invite in bulk
You can also invite people using a CSV file.
Our support team or your Deliverect account manager can help you create the CSV file.
Step 1. Select the ⫶ button
and choose Import users from CSV
.
Step 2. Select the Upload a file button and choose the CSV file from your device. Select Upload. The users in your CSV file will be created in Deliverect.






