How to manage users
Yuan avatar
Written by Yuan
Updated over a week ago

Overview

If your store is relatively large, after you order uShopAid, you may need multiple employees to access uShopAid. Some employees are responsible for creating email marketing campaigns, some staff are responsible for campaign data analysis, and some staff are responsible for email content design, etc. . uShopAid supports you to set up a sub-account. This article will explain how to add sub-accounts and manage sub-accounts.

Before you start, you need to understand that the sub-account you add in uShopAid only works inside the uShopAid app and has nothing to do with Shopify sub-accounts.

Add sub account

If your account role is Owner or Admin, you can add your store's sub-account on uShopAid. Go to Account -> Users, you can see all your accounts in the uShopAid app. After you purchase uShopAid for the first time and log in, there is only one account, and the default role is Owner.

Click "Add New User" to start adding sub-accounts. Enter the email address of the sub-account you want to add. This email will be the account of the sub-account to log in to uShopAid. Select the role permissions of the sub-account. It can only be one of Admin, Manager, Analyst, Campaign Coordinator, and Content Creator. Finally, click on "Add User".

At this time, uShopAid will immediately send an invitation email to the email address of the sub-account you entered.

The invited employees log in to their mailboxes, and after clicking the Confirm button, they need to set a password to log in to uShopAid, and then complete the process of adding a sub-account.

If your account role is Owner or Admin, after logging in to uShopAid, you can see the newly added sub-account in Account -> Users.

Sub account login

The sub-account also applies the email address and password to log in to the uShopAid app. After the sub-account logs in to uShopAid, you can see your login account, password, name, whether two-factor authentication is enabled, etc. in Account -> My Information. Please refer to the documentation for personal contact information.

Sub-account permissions

The account roles supported by the uShopAid application include Owner, Admin, Manager, Analyst, Campaign Coordinator, and Content Creator. Each account must have a role, and each role has different operation permissions in the uShopAid application. The role of each account can be modified. For more information on setting account permissions, please refer to the document Account Permission Management.

Delete sub-account

If your account role is Owner or Admin, after logging in to the uShopAid app, go to Account -> Users to delete other sub-accounts. Owner can delete all sub-accounts, except Owner himself. Admin can delete all sub-accounts except Owner and Admin.

After the sub-account is deleted, you can no longer log in to uShopAid. However, Owner and Admin can add the deleted sub-account to uShopAid again.

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