Adding New Users and Defining User Roles

There are many people who work with you like your vendors, B2B users, B2B customers, Warehouse staff members, etc. 

In EasyEcom, you can add these users so that you can work with them in a more organized manner. 

There are two options:

• Add Standard User:

A standard user will be assigned a role which is predefined by EasyEcom.

• Add Custom User

For custom users, you can define the role you want to assign based on your requirements.  

To add new users please follow the below mentioned process. 

Step 1: On the dashboard, click on the “Three dots aka meatball menu”

Step 2: Click on the “Account Settings” option

Once you click on the meatball menu, you will see the following fly-out menu: 

Here click on the “Account Settings” option.

Step 3: Click on “Users”

Once you click on “Account Settings” you will be navigated to the following page:

Here click on “Users”. 

If you want to “Add Standard User”

Click on the “Add Standard User” button. 

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

Enter the necessary details and click on the “Save” button. 

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.
  

You have now successfully added a Standard User.

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

If you want to “Add Custom User”

Click on the “Add Custom User” button. 

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

Enter the necessary details and then click on the “Save” button. 

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

You have now successfully added a Custom User.

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