How to Add Users?

Invite team members to your STTM account and assign custom roles (created via the Roles feature) to manage access. Here’s how:

Step 1: Access Account Management

1. Log in to your STTM dashboard.
2. Click Accounts in the left sidebar.

Step 2: Initiate User Creation

On the Account Management page:

• Click the + User button (top-right).

Step 3: Fill in User Details

In the pop-up form:

1. Store Name*: Enter the user’s display name (e.g., “John – Support”).
2. Email*: Use their work email (used for login).
3. Password*: Set a temporary password (they can reset it later).
4. Remark*: Add notes (e.g., “Customer Support Lead”).
5. Choose The Store*: Select the store(s) they’ll access (if managing multiple stores).
6. Role*: Pick a pre-created role (e.g., “Support Agent,” “Finance”) to define their permissions.

Step 4: Confirm & Save

Click Confirm to create the user. They’ll receive login details (email + password) to access STTM with their assigned role.

Key Notes

• Role Requirement: Ensure roles are created first (see How to define multiple roles).
• Store Access: If “Choose The Store” is empty, check if your store is connected (via Store → Integrations).

FAQs

Streamline teamwork by giving the right access to the right people! Need help? Use the dashboard chat.