Zentail offers the flexibility for an administrator to manage other users' roles in Zentail. This is useful to allow some users the ability to access high-level sales data, while others are limited to the general functions of the platform. If you'd like to add new users, please reference the steps on our How to add users page.
To view user access, or adjust user access
On your Navigation bar go to Account > Manage Users.
This opens a new page for adding users, editing user roles, and removing users.
The 'three vertical dots' to the right of a users name includes options to edit a users' role or remove the user from your account.
Note- you must be an admin to add/remove users and edit roles.
Make any appropriate changes. Your changes are automatically saved.
Role Permissions
Admin
User Admin
Billing Data
Sales Data
Shipping data
General access
Manager
Sales Data
Shipping data
General access
User
Shipping data
General access
Restricted User
General access
Definition of Permissions
User Admin - This gives a user the permission to create new users, as well as editing other users' roles.
Billing Access - This permission allows users to view the Billing section of the Account Settings page. This includes links to the Zentail invoicing system and the ability to update your company's credit card.
Sales Data - This gives a user the ability to view high-level sales data on the Dashboard and access to Zentail's Analytics suite
Shipping Data Access - This permission allows users to view Personally Identifying Information for orders, like Customer Name and Customer Address. These are the same fields that are hashed in accordance with Zentail's Data Protection Policy.
General Access - Provides a user with general access to Zentail. This is the bare minimum and should be checked for all active users