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Site users & roles

Manage who can access your site's ordering platform

As a Site Admin, you manage who can access your site's ordering platform from the Customer Profiles section. From here you can add people one at a time or in bulk, edit their details, and turn access on or off.

Only users with the Admin role can see and use this section. Standard users can place orders but can't manage other users.

User roles

Every user on your site has one of two roles:

  • Standard – can log in and place orders.
  • Admin – can do everything a Standard user can, plus manage other users on the site (add, edit, deactivate, reactivate, and resend invitations).

You can't change your own role. If you need another Admin, ask an existing Admin to change your role, or add a new user directly as an Admin.

Adding a single user

  1. Go to Customer Profiles and select Add User.
  2. Enter the person's First Name and Last Name.
  3. Enter their Email Username – the part of their email before the @ symbol.
  4. Choose their email Domain from the dropdown. If your site only has one approved domain, it's selected automatically.
  5. Choose their Company Role – Standard or Admin.
  6. Select Send Invite.

The new user receives an email invitation to set their password. Until they do, their account shows a Pending setup status.

Adding multiple users at once (bulk import)

If you need to add several users, you can upload them all in one CSV file instead of adding them one by one.

  1. Select Bulk Import.
  2. Optionally select Download CSV Template to get a file with the correct column headings and an example row.
  3. Prepare your file with these columns:
    • firstName (required)
    • lastName (required)
    • email (required)
    • phoneNumber (optional)
    • role (optional) – enter standard or admin. If left blank, or if the column is left out entirely, users are added as Standard.
  4. Drag and drop your CSV file onto the upload area, or select Choose File to browse for it.
  5. The file is checked automatically. You'll see how many rows are ready to import and how many have problems, along with a table listing the row number, the field, and the issue for anything that failed.
  6. Select Confirm Import to create the valid rows. If some rows failed, you can review the error details, then select Choose Different File to try again with a corrected file.
  7. Once the import finishes, you'll see how many users were created and how many rows failed.

Finding and filtering users

Use the search box to find a user by name or email. You can also narrow the list using the filters:

  • Role – All Roles, Admin, or Standard.
  • Status – All Status, Complete, or Pending (based on whether the user has finished setting up their account).

Editing a user

  1. From the user's row, select the actions menu, then Edit.
  2. Update their First Name, Last Name, or Role.
  3. Their email address can't be changed from this screen.
  4. You can't change your own role from this dialog.
  5. Select Save Changes.

If you close the dialog with unsaved changes, you'll be asked to confirm before they're discarded.

Deactivating and reactivating users

  • Select Deactivate from a user's actions menu to remove their access to the platform. Their row is shown greyed out in the list.
  • Select Reactivate to restore access for a previously deactivated user.

Resending an invitation

If a user hasn't finished setting up their account yet, you'll see a Resend Invite option in their actions menu. Use it to send them a new invitation email. This option isn't available once the user has completed setup, or if their account has been deactivated.

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