ZenBasket’s User Management allows the admin to create, edit, remove, enable or disable both customers’ and staff’s accounts. ZenBasket also allows admins to assign roles to the staff and define their access limits to the online store.

How to manage User/Staff Account Settings?

Staff members can be provided with restricted logins to access the admin panel. Using the Users menu, the admin can create a staff account, assign them new roles and specify the permissions granted to each role. There may be some sensitive information related to finance and other staff details that the admin doesn’t want certain staff to access. So this information or settings can be denied access.

Create Staff Accounts

1. In the User Management menu, select the Users sub-menu.

2. Click on the Add User button.

   

3. Enter the staff details like Name, Email, Phone number, and location where the staff belongs.

   

4. Choose the role to be assigned to the staff from the drop-down menu. These roles can be created in the Roles & Permissions Menu(explained below).
5. Choose whether a notification has to be sent to the staff by enabling/disabling the SMS Notification, Push Notification and Email Notification toggle button.
6. Click Save.

Now, this account is added to the list of staff members displayed in the List of staff.

View/ Edit/ Remove / Disable a staff account

1. In the User Management menu, select the Users sub-menu.
2. Click on Edit iconActions to edit the details of the existing staff account.
3. Click on the Disable/Remove icons to disable/Remove the staff account.
4. Click on the Timer icon to view user history.

5. Click on the filter icon to filter the user list based on emails and User Roles.

   

Enable/Activate a user

1. Click on the** Inactive Users** tab to view the list of disabled users/ staff. Click on the Tick icon under Actions to enable the inactive user.

   

Manage Roles

Admin can create roles, grant access to certain menu options, edit and remove roles.

1. In the User Management menu, select the **Roles & **Permissions** sub-menu.

2. Click on the Add Role button.

   

3. Enter the Role Name and description.

4. In the Menu Access permission section, select all the menu options to which access permissions need to be granted to this particular role.

   

5. Click Save. Now, these roles will be added to the Roles. Click on the Edit/Delete icon in Actions to either edit details or delete the role.

6. You can also invite users to particular roles by clicking on the invite icon under Actions. Enter the mail ids of all users to be invited for a particular role and click Send.

   

View Invited users

1. In the User Management menu, select the Invited Users sub-menu.

   

2. A list of all pending and Active invited users is displayed. The list can also be filtered by Status, Role and Invited Date.