Help - Account access
For companies who have more than one person using your online account, you can set up additional users, and allocate permissions to them. These permissions can be managed at a group or individual level based on your needs.
For steps on how to manage permissions click here
You can select who can place account orders online, view the order and billing history of other users, and see the company credit amount.
Step by step
Add a new user
1. Click the person icon at the top right of the screen to login to your account
2. Click ‘User Management’
3. Click ‘Add New User’
4. Enter the information in the pop-up form
5. The User role drop-down will show all the user settings you’ve already created. If these haven’t been set up, select ‘Default’ - these can be changed later
6. The person you have set up will receive an email to set up their password
Manage an existing user
1. Click the person icon at the top right of the screen to login to your account
2. Click ‘User Management'
3. Click on the pencil icon to the right of the person's name you want to manage
4. Change the details on the pop-up form
5. Click ‘Save’
Make an existing user inactive/active
You can temporarily make users active or inactive. The administrator will still be able to view the orders and invoices etc. relating to their orders, but the user will no longer be able to access their account. This can be simply reversed.
1. Click the person icon at the top right of the screen to login to your account
2. Click ‘User Management’
3. Click on the pencil icon to the right of the person’s name you want to manage
4. In the drop-down box at the bottom select ‘Inactive’
5. The action can be reversed and the user be made active again at a later date by following the same steps, and selecting ‘Active’
Step by step
Delete an existing user
This action permanently deletes the user's account and their activity. This can not be reversed. If in doubt make the user inactive instead.
1. Click the person icon at the top right of the screen to login to your account
2. Click ‘User Management’
3. Click on the bin icon to the right of the person’s name you want to manage
4. Click ‘Delete’ (this action cannot be reversed even by the Fixfast team)