Working with users in Engage is super easy. Before you get started, make yourself familiar with requirements, preconditions, and access levels.

Requirements

Please note that only admins can manage users in Engage.

Precondition

The new user should have your organization domain (i.e. do not use gmail.com or outlook.com). Also, consider the level of access you provide.

Access levels

CentralAdmin – Have access to all stores.
LocalAdmin – Have access to selected stores.
StoreUser – Can access POS Accelerator.

Add a user

Follow these steps to add users.

  1. Go to the Administration tab.
  2. At the top of the list, click Administrators.
  3. Click the green New administrator button in the top right corner.
  4. Fill in all the required details and set access level.
  5. Click Save.
  6. Once back in the list of administrators, hover on the new user, click on the three dots to the right and choose Send new password. The user will then receive a link (valid for 30 minutes) to change their password.

Note: You need to add the user in both the production and staging environments.

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