Managing User Permissions

Access to this dashboard section requires administrative permissions with "Manage Users" privileges enabled.

 

 

 

 

 

 

 

 

 

Manage user accounts easily from the User Details and Admin Permissions page. Whether you're setting up a new team member or helping a customer with their online account, follow these steps to edit and manage accounts on Homesome.

 

 

1. From the Manager Dashboard, select View Reports

2. Click on Users

3. Locate the user account by entering their name, email address, or phone number in the search fields. Click on the corresponding row to access User Details.

4. In the User Details panel, you can modify the following information:

NOTE: Email addresses cannot be edited at this time.

• Name

• Phone number

• Delivery address

5. Review user statistics, including order count, total spending, most recent order date, and additional metrics.

6. Enable "Allow House Charges" to permit the customer to place orders on house credit.

7. Activate "Block User" to prevent the user from accessing your online store.

8. To adjust Admin Permissions:

a. Click "Edit" next to Admin Permissions.
b. Check or uncheck boxes to modify the user's access to Manager Dashboard features.
c. Click "Save" to confirm changes.

9. To update Locations & Pricelists access:

a. Select "Edit" next to Locations & Pricelists.
b. Use dropdown arrows to choose specific locations and pricelists.
c. For full access, toggle "All Locations" on.
d. Click "Save" to apply changes.