Adding and managing team members
This section of the settings panel allows you to invite your team members to Storeganise, assign them a specific role and limit what part of the management portal they can access.
Adding a new team member
In the Team tab of your Settings click on the + button. A new window will appear where you can enter the team member's details and assign a role to them.
You can choose to send them an email with login instructions.
Click Create user when you are done and the team member will be added to your team.
Team roles
In Storeganise you can setup users to have different levels of access to the Management Portal. These are referred to as Admin roles.
There are 4 roles with these access rights:
- Driver
- Operations
- Admin
- Manager
Types of admin roles
Driver (specific to valet storage users)
- Tabs: Valet orders
- Can have orders assigned to him / her
- Can process valet orders
Operations (specific to valet storage users)
- Tabs: Valet orders & Items
- Can process valet orders & update item details
Admin
- Full access except for settings and the ability to add Admin roles to other users
- Receives all email notifications from the system
Manager
- Tabs: All
- Full system access including settings
- Can assign Admin roles to other users
Users with admin or manager roles can have invoice:markDraft permission; Change invoice state to draft.
If you would like this permission turned on, please have your team with a Manager role within Storeganise reach out to support@storeganise.com.
Setting admin roles
- Once the user's account has been created either via the Management Portal or Customer Portal, go to the User's Details page.
- Click on the pencil icon next to the Metadata & Roles section.
- In the pop up window, select the roles you want to add and click Update user.
- You can assign multiple roles to an account by using the shift on apple or the control key (depending on your computer operating system).
Removing admin roles
To remove a user's Admin role(s), you can deselect the roles by holding down either the shift or apple or control key (depending on your computer operating system) and clicking on the roles that they currently have assigned.