Page contents

Invite users

Manage users

Delete users

Security tutorial video

The number of users you can invite will be based on your subscription and the details will be displayed on the Settings, Security, Users page.

Invite users

1. Go to Settings, Security, Users. The account users and the associated details are displayed.
2. Click Invite a User.
3. Complete the details and send the invitation. 
4. When the invited user has created a password and activated the account, the approved check box will be selected.
5. To change the user role, click on the role name and select the required role. You can only select roles that on the same level or below yours in the role hierarchy.

NOTE:  If the email address that the invitation is sent to, is already registered against a User in an Unleashed Account, they will not receive an email, but will be able to access the Account they were invited to via the "My Account" menu in the header ribbon.

Tips about user email addresses

• A user's email address must be unique across all active and existing users of your account. 
• If you are using Google Mail, you can create a unique address by appending a +<value> immediately prior to the @ sign. E.g. My-name +test@gmail.com
• If you are using a different email server, or do not have additional email addresses available, contact support for more assistance.
• Ensure Unleashed is not marked as spam in your email settings. The invitation email to the new user contains a link to your secure password environment. Some mail filters process it as spam.

Manage users

Once invited to an Unleashed account, a user's name, role and support eligibility can be updated at anytime, however the user's email address cannot be changed. 

Update a user's name

To update a user's name, navigate to Settings, Security, Users and click on the user's full name. Their name will become an editable field that will update immediately, as soon you apply the change.

Update a user's role

Similarly, to update a user's role and their permissions within Unleashed, click on the Role dropdown menu in the User page and select as appropriate. The updated role's permissions will apply immediately, though we recommend the updated user log out and back in to their Unleashed account to ensure the change has applied successfully.

Enable Support for a user

To manage which users have access to support with Unleashed, where the level of support provided is based on the Customer Success Plan you're subscribed to, tick the Support checkbox along the user's row. 

Delete users

User accounts can be deleted by Account Owners or users with appropriate permissions by hovering over the Action Cog on the user's row and selecting the option "Delete User". When a user is deleted from an Unleashed account, only their access to Unleashed is affected. Any transactions, updates or changes the user has previously made to the data in Unleashed will remain unaffected.

User accounts can be deleted under the following conditions:

• You are the Account Owner and are not deleting your own account.
• Unleashed Support with System Administrator access (will require written permission from the Account Owner to be actioned).
• If you are a superuser and have originally invited a user, you can also delete the user. However, if the account owner has invited a user, you will not be able to delete that user. 

If a user has also been invited as a Store Administrator to your B2B store, deleting the user from your Unleashed account will also remove the user from your B2B Store.

Security tutorial video