Manage Existing Users / Add New User

On the Manage Existing Users page, you can view and manage details for existing users, and add new users. (Primary System Administrator Only).

Add New User

Only Primary System Administrators (PSA) or System Administrators can add and edit users.
To add new users, select Users > Manage Existing Users, then complete the required fields.

Enter User information and customize the email subject and content as desired.

The User Security Profile options are:

• Store User
• System Administrator

After completing the necessary information, click Save and Send Invitation. The Edit User Access and Details page will open. Use this page to select the stores and contact list the new user can access.

Note: You can edit the User Security Profile at any time. Click here for details on User Types and Permissions.

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Manage Existing Users

In the listing of all Users, find the User that you would like to manage and click Edit in the Action Column.

You can make any of the following changes:

• Edit the user's Access and Details, including Name, Title, e-Mail and Password.
• Change the user's security profile by promoting them to System Administrator or reassigning them to Store User.
• Select or De-select the stores the user can access/manage.
• Select or De-select the contact list that the user can access/manage.

Once you are finished with your changes, click Save Changes.

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Delete a User

In the listing of all Users, find the User that you would like to delete and click Delete in the Action Column.

You will be asked to confirm this action to complete this task.

 

Updated July 29, 2025 16:27