To create a new user or an additional login for your Deliverect account, follow the steps in this article.
View this article for instructions on the previous version of this page. All accounts will gain access to the new version soon.
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.