Add staff, and decide what they can see
Roles first, then people. What a rank means, what the permission matrix covers, and why an administrator ignores it.
6 min read
Where your dashboard lives, what the sign in screen asks for, and how a staff password gets reset.
3 min readUpdated
Your dashboard is at your own web address, the one you chose at signup, with /login on the end. It looks like yourbusiness.stockovaa.com/login. There is no shared address that everybody uses.
The screen reads Welcome back and asks for Email or username and Password. The button is Sign in. If you have added a custom domain, that address works too.
The forgot password link on a storefront belongs to your shoppers, not to your staff. It resets a customer account on your online shop and does nothing for a dashboard login.
One login is marked Primary account. It is the one your subscription is attached to, and it cannot be deleted, deactivated or moved off the owner role. Give everybody else their own login rather than sharing it.
Sharing one login also destroys every report that says who did what, because every sale, every adjustment and every price change is recorded against whoever was signed in.
Roles first, then people. What a rank means, what the permission matrix covers, and why an administrator ignores it.
6 min read
What the signup form asks for, what happens after you press the button, and how long it takes before you can sign in.
4 min read
General settings, invoice templates and the handful of choices that are painful to change once you have been trading for a month.
6 min read