User maintenance

Maintaining your users is maintaining the access and security of your system. It is a very important task, which must always be up to date, which is why we made it super easy to do in SRNA.

Click the cog icon underneath your store name in the left side menu, then click on Users.

Adding Users

To add a user click on "New User" button in the top right

A "New User" window will appear, where you need to enter the new user details:

Username: usernames must be unique (system wide), the system will alert you if that username has been used previously.

Password: Enter a secure password which you'll share with the new user. The new user will be able to change his password after logging in, and you may also reset it for him anytime.

First and Last name: The user's name will appear on the sales invoices.

Gender: Choose user gender for the user icon to appear.

User Type: *important* This is the access level you are giving your user. Choose it carefully, as you don't want a high access level to the wrong person.

Email address: User emails must be unique, a user cannot register with the same email in the system twice. Emails are used to help users retrieve usernames and passwords. The user will have to confirm their email after they're registered.

Contact #, Alternate #: User contact numbers are used for the managers to be able to refer to them if needed.

Store affiliations: *important* Click on the stores you'd like this user to have access to and make sure to select which store will be the user's primary store. (A Primary store is the store the user will always be automatically logged into, the user will still be able to change stores to access other stores)

Edit Users

Edit all your user details by clicking on the "Edit User" button on the right of each user. If you change the user email, it will automatically send the user another email. You cannot change a user's username.

Deactivate Users

Click on the "Deactivate User" button on the right of each user to deactivate that user. Once a user is deactivated they will not be able to log into the system anymore.

Reactivate users

You can reactivate a user by clicking on the top right dropdown, click on archived users, which will show you all inactive users. Click "Reactivate" to reactivate that user's account.