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Manage Logins, Roles and Permissions
Manage Logins, Roles and Permissions

Create new users and change their user access permissions

Tom Goodwin avatar
Written by Tom Goodwin
Updated over a week ago

You may add new users from your organisation to your REVIEWS.io account and also create new roles for these users, with fully customisable permissions.

If you're looking to login to multiple stores you'll need to read this guide too!

Requirements

⭐️ This is available on the Professional and above plans!

Navigation πŸ“

  • Navigate to Account in the bottom left of the dashboard

  • Click on Manage Users

Instructions βš™οΈ

Users πŸ‘₯

You'll see a list of current users and their access levels on this screen πŸ‘‡

To create a new user, click the Create a New User button.

Fill in the details and choose a Role from the dropdown menu. Β You may choose from No Access, Agent, Administrator and Read only by default, but more can be added (see below) πŸ‘‡

🚨 IMPORTANT: If the same user has been added to multiple accounts, they would need to use the same password for each in order to access!


Roles πŸ‘©β€πŸ’»πŸ‘¨β€πŸ’»

Roles are designed to give you maximum flexibility on available permissions for your staff members. To manage your roles, click on the Roles List tab and click Create a New Role.

You should give your new Role a name in the Role Name field. Β You may then choose different access levels for this role by using the drop downs for each product in your dashboard.

Once you have finished, click Save Role. Β Your new role will then be available in your User setup area πŸŽ‰

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