Staff Accounts allow you to give access to your control panel to other people. This can be great if you have multiple people you want to use your control panel, but do not want to give them your email address and password. In this guide, we will explain how to set up your Staff Account, how to Change Permissions, and how to Verify the Account.
You can set specific permissions for different staff members so that they can only access certain areas of the control panel. For example, you may only want your Warehouse Staff to access order details and stock management.
How to Create and Manage Staff Accounts
Create a Staff Account
1. Log into your freewebstore Control Panel
2. In the top right of the dashboard, click Hey, Your Name.
3. Select My Account from the dropdown menu.
4. On the My Account page, click Staff Accounts.
5. On the Staff Accounts page, click Add New Staff Account – A pop-up will appear.
6. Enter their First Name, Last Name, and Email Address.
7. Click Add
8. The pop-up will disappear and your new staff account will be listed.
Note: This staff member will not be invited until you save the page.
Setting Staff Permissions
Once your staff account is added you can set the pages they can access on your control panel.
1. Click View Permissions for a staff member – A list of pages and sections of your control panel will then appear. (An example can be seen below)
2. Simply check and un-check each page and section that you would or would not like to give your staff account permission to view. By default, all permissions are granted.
3. Click Save. You need to save the page for your permission changes to take effect.
Example:
An example of the permissions can be seen in the screenshot below. In this example, the staff account has permission to view the Statistics pages.
Some pages/ sections can and cannot be accessed by staff members by default – This cannot be changed.
- Billing Section – No Access (Admin Only).
- Staff Accounts – No Access (Admin Only).
- Login Details – Full Access
Verify Staff Account
The account needs to be Verified before it can be used. This is so that the staff member can log into the control panel.
The account can be verified in either of the following two ways:
- By email or
- Via a link provided in the Administrator’s control panel once the Administrator has created the account.
Verify Staff Account by Email
1. Once your staff account has been set up and permissions have been granted, your staff member will automatically receive an email with a Staff Invitation to join your team. They should read the email and click the link Create the Staff Account within seven days. After seven days the invitation will expire.
2. The Create Staff Account link in the email will take the recipient to a login screen where they can create their login credentials and log into the Staff Account.
3. Click the button which says Create Staff Account in the email
4. Click Accept Invitation
5. Click Go to Login
6. The staff member should enter an email address and a password of their choice.
7. Click Login
Verify Staff Account by Link
If you wish them to, your staff member can verify their account via a link instead of verifying by email. The link is generated in your control panel when you create the Staff Account.
1. Log into your freewebstore Control Panel
2. Go to the Staff Accounts Section
3. Select the staff member. The account should say that it is Pending.
Note: Only accounts that are Pending will have an activation link.
4. Copy the link in the grey box below the staff name
5. Paste this link into your browser address bar.
6. Click Accept Invitation
7. Click Go to Login
8. The staff member should enter an email address and a password of their choice.
9. Click Login
The Administrator will be sent an email to confirm that your Staff Account was Accepted.
Change Permission Settings on Your Staff Accounts
You can change user permissions whenever you like. Add extra Sections or Pages to an account, or revoke access. All this can be done from your Staff Account page. Changes will come into effect once you save the page.
Administrator Reports
Click the link to find out what Staff Account Reports are available to Administrators.
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