Managing users effectively is essential for maintaining security, facilitating collaboration, and ensuring compliance within a platform. Proper user management allows you to assign specific roles and permissions, ensuring that each user has appropriate access to the tools and information they need while protecting sensitive data. WizCommerce provides the flexibility to configure user accounts according to your company's hierarchical structure, which enhances organizational efficiency and security.
Key benefits of effective user management:
Enhanced Security: Ensures users have access only to the information and functions they need, reducing the risk of unauthorized access.
Improved Collaboration: Facilitates better teamwork by assigning clear roles and responsibilities, streamlining workflows.
Compliance: Helps maintain regulatory and internal policy compliance by controlling access and permissions.
Organizational Efficiency: Aligns user access with your company’s structure, making it easier to manage and monitor user activities.
Customizable Permissions: Allows for tailored user setups that match individual roles and responsibilities, optimizing productivity.
By efficiently managing users, WizCommerce helps you maintain a secure, organized, and compliant environment that supports effective teamwork and operational success.
Steps:
Click on User Management
Click on the "Create User" button in the top right corner
Add basic details such as First Name, Last Name, Email ID, Phone number, Department, Status, and Role.
Choose role from the drop-down.
Set Customer Access:
Choose from the following options:
"Customer assigned to self": The user can only view customers assigned to them.
"All customers": The user can view all customers on the platform.
"Select users to access their assigned customers": Allows managers to access customers assigned to their reportees for reporting purposes.
Determine the user’s access preferences for orders based on your requirements.
Choose from the following options:
“Created by self”: The user can only view orders created by them.
“All Orders”: The user can view all orders on the platform.
“Select users to access their created orders”: Allows managers to access orders created by reportees for reporting purposes.
After entering all the required details, click "Add" to add the user to the system.
Before adding a new user, make sure you've set up the appropriate roles that define what actions each user can perform on the platform.