User Creation Guide

managing user accounts and permissions efficiently is crucial for maintaining a secure and organized environment within the upstart commerce portal in this guide, we'll take you through the step by step process of creating and managing user accounts within the upstart commerce portal users management section from creating new user accounts to editing existing ones, we'll cover everything you need to know to optimize your operations for user management access the users management section to access the users management page in the upstart commerce portal, enter your credentials to log in once logged in, navigate to the users management section from the left menu panel initiate the new user creation process by clicking the + icon in the top right corner of the users page step 1 creating the new user on the create new user page, input the following set of details account details full name enter the full name of the new user email input the email address associated with the user's account login name set the login username for the user password define a secure password for the user's account tenant name specify the tenant name associated with the user additionally, toggle the switch to activate or deactivate the user upon creation roles the roles section on the create new user page offers two options for role assignment for the new user assign roles globally by selecting the roles field, a dropdown menu appears, allowing you to choose roles that apply universally across all sites under the tenant this ensures consistent access levels across the entire platform assign roles individually similarly, by selecting the roles field for each specific site, a dropdown menu appears, enabling you to customize roles tailored to the requirements of individual sites within the tenant this provides flexibility in permissions based on the unique needs of each site roles can be managed in the roles section of users management to learn more about creating or managing roles, refer to the role creation guide docid\ end39priwm asjblya4l step 2 finalizing user creation after entering the necessary account details and assigning roles, click the save all button to create a new user in the upstart commerce portal share the created credentials with the user to enable them to manage operations based on their assigned roles managing existing users managing user accounts within the no channel portal is essential for maintaining accurate access and permissions once the user is created, it will start to appear in the tabular view of the user accounts on the users page each row displays the user's full name, email, and status (enabled or disabled) the actions column contains icons for editing , locking , or deleting users clicking the lock icon enables or disables the user account, providing control over user access editing a user here's a simple step by step guide on how to edit/update a user account in the no channel portal step 1 navigate to users management section log into the upstart commerce portal and access the users management section from the left menu panel step 2 locate the user use the search bar on the users page to locate the user account you wish to edit step 3 access user details once you've found the user, click the edit icon associated with their account step 4 modify account details on the edit user profile page, you can either update the user's full name, email, and status or reset the password as required step 5 modify roles moreover, review and adjust the roles assigned to the user based on their updated responsibilities you can assign roles either globally or individually for each site under the tenant step 5 save changes after making the necessary modifications, click the save all button to save the updates and reflect the changes in the user's account settings