🎓 Setting up profiles for staff
In this video, you'll learn:
- How to add new staff profiles to the Storeganise Management Portal.
- Assigning roles to staff, such as "Manager" or "Admin," and understanding their permission levels.
- Configuring special permissions, including how to enable "Invoice Mark Draft" by contacting Storeganise support.
- Using the "Send Invite" toggle to send setup emails or allowing staff to manually create their password.
- Tracking login status through the Team section to confirm staff have accessed their accounts.
By the end of this video, you'll know how to set up individual profiles for your team members, helping you manage access and monitor actions securely in Storeganise.
Next up in this module: Troubleshooting logging in
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View the transcript
If your operation has multiple staff members, it's best to give each person their own login to the Storganize Management Portal. This helps you track the actions of individual staff members in the system’s history sections and maintain security by ensuring other managers can still log in if someone has trouble accessing their profile.To add a new staff member, go to "Settings" in the Management Portal and select the "Team" tab. Click the "plus" button to create a new user. The only required details are the staff member's "first and last name" and "email address." Next, assign their role. The "Manager" role is the highest level available. The "Admin" role has fewer permissions and cannot access the account main settings, or the advanced settings section of a site.
In the special permissions section, you’ll notice a greyed-out setting called "Invoice Mark Draft." This permission allows a staff member to change the state of an invoice—whether "sent," "paid," or "failed," back to draft for editing. If you need this permission enabled for specific users, contact Storganize support with the names and emails of the relevant profiles. Both admins and managers can have this permission.
At the bottom, you’ll see the "Send Invite toggle." If this is switched on, the new user will receive an invitation email with a link to set their password. If it’s left off, the user can still set their password manually through the Management Portal login page by clicking "forgot password."
After the profile is created, it will appear in the "Team" section. Initially, the new user’s email address will be displayed in red. Once they log in for the first time, it will change to black, confirming they’ve successfully accessed the portal.