How to Create Users

Created by MJ Martin, Modified on Thu, 26 Sep at 2:34 PM by MJ Martin


Inviting new users to CommerceJet is a simple process, allowing you to collaborate with your team easily. Follow these steps to add users and assign roles.


Step 1: Navigate to the Users Section

From the CommerceJet Dashboard, click on the Users tab to go to the user management section.

Step 2: Invite a New User

Click the Invite button to invite a new user. A form will appear where you can input the new user's details.

Step 3: Fill Out User Information

In the form, enter the new user’s Name and Email Address. Then, choose the appropriate Role for the user based on their responsibilities within your CommerceJet account.


Step 4: Submit and Send Invitation

Once the form is completed, click Submit. This will automatically send an email invitation to the new user, prompting them to join your CommerceJet account.


Managing Users

You can also edit a user’s role or delete users from your CommerceJet account by returning to the Users section and selecting the appropriate actions next to each user’s details.


Pro Tip: Use a clear naming convention for user roles to ensure consistent permissions across your team. For example, use names like “Admin,” “Order Manager,” or “Support Rep” for better clarity.


Success!

You’ve successfully invited a new user to CommerceJet. The new user will appear in your list once they accept the invitation and set up their account.


Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.

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