User Access & Permissions

User Access & Permissions allow you to control who can access the Partner Portal, what features they can use, and their level of control (e.g., view-only vs. full edit). This is essential for team security and compliance.

Accessing User Access

Step 1: Go to Settings in the sidebar.

Step 2: Select User Access or the Permissions/Users section.

Managing Roles and Permissions

Step 1: View existing users and roles.

Step 2: Add new users or edit roles:

• Assign roles (Owner, Manager, Staff, etc.)

• Set specific permissions (e.g., view orders but not edit settings)

• Link to employee records if applicable

Step 3: Save changes.

Permissions are enforced across the portal for security.

Best Practices

• Follow least privilege: give only necessary access.

• Regularly review and update as team changes.

• Use strong passwords and enable 2FA if available.

• Audit access logs if supported.

Related

• Settings Overview
• Employees (link users to staff).
• Security or related (for overall account security).

Note: Available roles and permissions depend on your plan and enabled features. Some setups support custom roles.

Proper user management protects your data and streamlines team operations.