Managing your account's default location is an essential step to ensure smooth operations. Whether you're updating your own settings or assisting team members as an Account Administrator, this guide will walk you through the process with clarity and ease.
Guide to Managing Default Locations for Users and Admins
Transfer Account Ownership
Account Owners can transfer ownership of the account to another user.
To transfer ownership:
Navigate to the Settings page.
Click Transfer Ownership.
Enter your password to verify the action.
Select the member you would like to transfer ownership to.
Choose your new role after the transfer is completed.
Confirm the transfer.
Once completed, the selected member will become the new Account Owner and will receive full ownership permissions for the account.User Permissions and Default Location
User Permissions and Default Location
Account Owners and Admins can manage user permissions and location access.
To manage a user's permissions or location access:
Navigate to the Settings page.
Click the User Settings icon.
Select the user you would like to manage.
Assign or remove location access and update permissions as needed.
Click Save Changes to apply the updates.
Account Owners have access to all permissions and locations by default. Admins can manage user permissions and location access based on their assigned permissions.
Users can only access locations that have been assigned to them by an Owner or Admin.
Managing Users
Account Owners and Admins can manage user accounts, permissions, and location access.
To edit a user:
Navigate to Settings.
Click the User Settings icon.
Select the user you would like to manage.
Update the user's information as needed, including:
First Name
Last Name
Email Address
Phone Number
Configure the user's role and permissions:
Assign or change Roles
Review Summary Permissions
Grant access to specific menu sections such as Dashboard, Offer Management, Shipping, Inventory, Invoices, Customers, and more
Manage location settings:
Assign Location Permissions
Select accessible locations
Set the user's Default Location
Click Save Changes to apply the updates.
Account Owners have access to all permissions and locations by default. Users can only access the locations and features assigned to them by an Owner or Admin.
If you encounter any issues or need further assistance, don't hesitate to reach out to our support team at help@reusely.com. We're here to help you every step of the way.