If you're an Administrator, you can add new users within the console so they can access accounts. Here's how.
Step 1: Go to Administrator page
In the left-hand navigation, go to the Administrator section and select Users. You'll see a list of all users currently set up in the console, along with their email, SAML connection status, MFA status, and the number of organisations they have access to.
Step 2: Click Add User
In the top-right corner of the page, click + Add User. The Create New User dialog will open.
Step 3: Enter the user's information
Under User Information, fill in:
First Name
Last Name
Email Address - this is the address they'll use to log in.
Require Multi-Factor Authentication - tick this if you want the user to set up MFA on their first login.
Require SAML SSO - tick this if you want the user to login with SAML SSO.
We recommend MFA or SAML SSO for security.
Step 4: Assign accounts
Under Account Assignments, click Select accounts... and choose the accounts this user should have access to. You can select as many as you need.
Step 5: Set permission levels
Each assigned account needs a permission level. You have two options:
Set permissions individually - assign a permission level to each account in the Assigned accounts list.
Quick-fill across all accounts - under Quick Fill All Accounts, choose a permission level from the dropdown and click Apply to all. This sets the same permission level across every assigned account at once. This is useful when a user needs the same role across multiple stores.
Step 6: Create the user
Once you've filled in all the required fields, click Create User. The new user will receive an email from noreply@appointedd.com asking them to join.
Need to add an existing user to more accounts? Learn more here.