Managing users and roles on EdCommerce

Covers day-to-day user administration on EdCommerce under Settings > Users > List. Explains how to add a new user with the 'New User' button (the user receives an email with login details), how to change a user's role between the pre-defined Admin and Staff roles or a custom access set, and how to trigger a password recovery email, edit a user's profile, or delete a user — all from the three-dots menu next to the user's name. Also covers how administrators customize user roles under Settings > Users > Configure user roles: selecting a role via the 3-dot icon, using Edit Role to rename the role and toggle which sections of the system are visible, and using the Customize User Profile button to toggle which profile fields are required or hidden for each role.

Managing users

How to add new users

Navigate to Settings > Users > List.

In this section, you will find a button labeled "New User." Click on it to fill up the details in the form and add a new user.

Your new user will receive an email confirmation with their login details!

How to add or change your users roles

User roles determine what parts of the system the user can access. You can choose from pre-defined roles like "Admin" or "Staff," or you can customize the user's access according to your specific needs.

To change a user's role, click the three dots icon next to their name, and choose "Change Role" from the menu. Alternatively, use the switcher to toggle between "admin" and "non-admin" roles.

How can you recover a user's password?

If the user forgets their password, you can recover it by clicking on the "Recover Password" button on their profile page. Just click on the 3 dots icon and select 'Recover Password'.

The system will send an email to the user's email address with instructions on how to reset their password.

How can you edit your users' details?

If you need to update any of your users' details, you can do so by clicking on the 3 dots icon, next to the user's name, and click on "Edit profile".

How can you delete a user?

If you need to delete a user's profile, you can do so from the user management section. Simply click on the 3 dots icon, next to the user's name, and click on "delete profile".

Customizing user roles

By customizing user access, Edcommerce administrators can control what sections of the system each user can see and interact with.

This section covers the steps involved in customizing user access for each role.

Step 1: Navigate to User Roles

• Navigate to Settings > Users > Configure user roles

Step 2: Select the Role to Modify

Once you click on "Configure User Roles," you will see a list of all the roles that have been created in the system (Admin and Staff).

Select the role that you want to modify by clicking on the 3 dots icon next to its name.

Step 3: Customize your roles

Edit role

If you select "Edit Role", you will be able to customize the role's name and turn on and off specific sections of the system that are visible to users with that role. For example, if you don't want users with that role to see location information, you can toggle that section off.

Customize Profile

All your users have a profile on EdCommerce that includes different information about them. You can customize the information required for each user role.

To do this, simply click on the "Customize User Profile" button on the "Edit Role" page and toggle the fields on and off that you'd like to hide or unhide.