Managing Users as an Admin
The Administrative User has the highest level of access, and can add, edit and disable other users within their organization.
Hey, hey everybody welcome to the new Insco.com.
I am going to walk you through administrative privileges and their relation to user roles.
Including, cart approvals and how to manage users.
What you will need if you are accompany principle or business owner is what we call a ?Super User? or ?Admin? account.
This is something we can set you up with if you call our toll-free number or email us at email@example.com.
Let us know that you want this, and we will be able to set you up.
So, what I have done is I have gone ahead and set myself up as a Super User so that I can demo these features to you.
First thing, we will need to log into our account.
Go up to the user menu in the top right-hand corner and click. This will bring up a dropdown menu of your account options.
In this video we will be dealing with the last 2 items; ?Approve Crats List? and ?User Management?.
The idea behind User Management is that a business owner will be able to manage all the users in their org and be able to monitor how they are spending company funds. They will also be able to approve or deny carts based on business needs.
Right now, we are looking at a test user that I added.
He is setup as a ?General User?.
What this means is a General User can go in and shop, but they cannot check out on the account. Instead, they will need to submit carts for approval to be approved by a Super User.
The Super User will be sent a notification letting them know that a cart is pending approval.
The Super User will then be able to go into their account and either approve the account for purchase or deny it.
This will trigger an email sent to the General User notifying them of their cart approval or denial.
All of the roles can be changed on the ?User Management? screen by selecting the dropdown in the top right-hand corner and changing the user role by selecting it.
The other option is to have an ?Authorized Purchasing Agent?. This is somebody who cannot manage users, but they can make purchases on your account without cart approval.
So, if you have an office manager or maybe someone in a more senior role, they would be able to go in and make purchases on your account.
The last option is the ?Super User?.
The Super User or the Admin role can not only approve carts, but they can manage users and checkout on account at any time.
So, if we go into our Super Admin account and select ?Manage Users? from the dropdown menu this will take us to the User Management screen.
You will see our test user on this screen. This would be possibly an employee of your company.
If you click the red pencil icon you can edit the user there.
You can also go through and approve carts by selecting it from the User menu.
I have this one in here that I had processed yesterday.
They will all be listed here, and you can choose to approve or deny them.
If you are an Admin or Super User you can make the cart approval and user adjustments yourself. But to be setup as an admin you will need to reach out to us by toll free number or at firstname.lastname@example.org and we would be able to make that adjustment for you.