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Info
titleAccess Requirement

NOTE: Only users with the "Edit Users" permission will have access to the users configuration page. The initial configured (first created) user is automatically granted the "Edit Users" permission. All other users must be specifically given this permission before they will be able to access this area.

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Forced Change of Ownership 

Sometimes the ownership  must must be changed to a new user and the current Owner is either unable or unwilling to voluntarily transfer the Owner User to the new Owner User.  In this case, UltraCart will require that the new Owner Email submit (usually through email) proof of ownership of the company.

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There is no limit on the number of users that can be configured, however, the number of configured users can affect affects which service plan that your account will be billed the account uses.

It is best to create a new user for any person that needs access into the account.

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Info
titleUser notes
  • The general rule is to limit user permissions to their role in the organization. This not only helps to keep roles understood, but it also prevents users from committing errors in areas where they are not trained.
  • Each user should have a valid email address on file that they have direct access to. There might be times they need to respond to "IP Address activation" receive reset passwords, receive emails from UltraCart support and more. 
  • The "Edit User" permission is one that you should take particular care in granting. Like an "Admin User" in other systems, this user permission grants access to adding and editing users. This means they can They may grant themselves access wherever they wantto any part of the system. 


Add and Delete Users

To add a new user, click on the "New Useradd" button at the top of the Regular Users section.

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To DELETE an existing user, click on the "Deletedelete" button next to the user you would like to remove from the account. Caution! You cannot UNDO this action. 

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To edit an existing user, simply click on the Edit user "edit" button next to the user you would like to edit.

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Note

Support personnel cannot see nor change your password. In cases of denied access (incorrect credentials during log-in for example), a password reset email containing a temporary password can be sent to the email address recorded for that user.


Related

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User Configuration Screen

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Tip
titleUser configuration Tips
  • Most users do not need access to the configuration or reporting sections of the system.
  • Creating a user as" customer service" to avoid an individual's name appearing on correspondence with customers is a good idea. 
  • Only provide the permission that the specific user requires to do there job. Permission like "edit users" and "delete orders" should be enabled only for the admin or owner users. 

Generally speaking, you You should enable the least possible permission and instruct the user to contact you if they encounter a "permission denied" type message when attempting access. You can then assess whether they need access and then adjust the permission accordingly.

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