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Invite a New User

Updated today

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.

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