Overview

EasyEcom allows you to create users and assign roles based on the access required for each user.

User Types

Standard User - A Standard User is assigned one of the predefined role types available in EasyEcom.

Custom User - A Custom User allows you to create a custom role by defining the required permissions during user creation.

For accounts using Google or Microsoft Sign-In (SSO), EasyEcom also supports creating API Users. API Users can have a password set or reset, their assigned role cannot be changed once designated as an API User, and password regeneration can only be be initiated by a Super Admin.

To add new users please follow the below mentioned process.

Step 1: Click on the Settings (⚙️) icon in the top-right corner

Step 2: Click on 'Users'

Once you click on 'Users' you will be navigated to the Users section

To Add Standard User

Click on the “Add Standard User” button. 

Once you click on the following will be displayed on your screen:

You need to provide the following details:

• User’s Name

• User’s Email ID: EasyEcom will send the user password on this Email ID. 

• User’s contact number

• User’s Role Type: This you can select from the drop-down option. 

• Secondary ID- Alternate email id of the user
  

• Grant access to all locations- If enabled, the user can access all the locations and their data
  

• Grant PII Access- When enabled, the user can view or manage sensitive customer data
  

• Grant PII Access for Reports- When enabled, the user can access the sensitive customer data in the reports.

Note: Multiple users can be added to one account and assigned different roles to operate in EasyEcom.

 Once you click on it the following pop-up will appear:

You need to enter the following details:

-Role Name

-Name

-Email ID: EasyEcom will send the user password on this Email ID.

-Contact Number 

-Assign User Roles

click on the “Save” button.