User Management: How to add, edit or remove a user?

Here's a quick guide to add, edit or remove users.

To add, remove, or edit access levels of users on the Tagalys dashboard, refer to the steps mentioned below.

Please note that only users with admin-level access or users with 'User Management' access will be able to perform the below actions.

To assign an admin user for your store, please contact our support team.

To add a new user:

Navigate to the 'Users & Permissions' section on the dashboard.
Click on 'Create User' at the top right.
Enter the email address of the new user.
Click on 'Send Invite' once it's done. The user will automatically receive an invitation to log in to the dashboard.

To edit access/permissions of existing users:

Navigate to the 'Users & Permissions' section on the dashboard.
From the list of existing users, click on the edit icon next to the user whose access/permission you'd like to configure.
From the available options under 'Permissions', make the required changes and click on 'Save'.

To learn more about access levels/permissions and how to configure them, please refer to this knowledge base article.

To remove a user:

Navigate to the 'Users & Permissions' section on the dashboard.
From the list of existing users, click on the ellipsis button next to the user you'd like to remove.
Click on the 'Delete' icon.

Note: For Magento users with multiple store setups, there is an additional option to assign access/permissions to users either for all stores or specific stores as well.

To provide similar access/permissions to a new/existing user across all stores, click on the toggle for 'Access All Stores'

To provide access/permissions to a new/existing user only for a specific store, select the store and click on the toggle for that store.

Note: Different access levels can be provided for the same user for each individual store as well.

For example: View only access in AU store and merchandising edit access in the US store can be provided for the same user.