It's important that each team member has their own user account in Veeqo. Different members of your team might need different access to Veeqo, work at different locations or need different permissions to the product.
This guide will show you everything from setting up a new user, through assigning permissions to deleting a user that's no longer needed.
Before You Start
Only the account owner can assign user roles, but both the owner and admins can edit role permissions.
You must have enabled Two-Step Verification before you can create, edit, or delete other users. If you are signing in via the Amazon login portal, this is not required.
You can edit a variety of user attributes from the users page. This includes:
Creating a user
Assigning user roles
Editing roles' permissions
Setting a user's default location
Deleting a user
Setting a user's timezone
Updating a user's password
Creating a new user
To create a new user in Veeqo, follow these steps:
Go to Settings > Users
Click + New User
Add your user's details, this includes:
Name
Email
The user's timezone
Their default location
The default store selected when the user creates manual orders
Assigning User Roles
Roles are assigned a set list of permissions, including permission to access different pages in Veeqo. Assigning roles to users applies this permission list to their account. User roles can be assigned to specific users when Creating / Editing a user.
NOTE: When you create a new user, they will need to confirm their email address to purchase labels and receive Veeqo emails and enable Two-Step Verification.
To edit a user role:
Select the Edit pencil next to the user name
Select a user role from the User Role dropdown in the User Profile section.
Select Update User at the bottom of the page to apply changes and update the user's permissions.
Each user role gives different account permissions and access:
To see the full list of Permissions available per user role, head to View Permissions.
Permissions access
User roles with the permissions enabled, have access to:
Setting a user's default location:
The Veeqo account owner can assign a user a default location. The default location will be selected when this user:
Views the orders page (Ready To Ship, Shipped, Payment Required, Cancelled)
Allocates orders
Adjusts stock to a variant product
Whens shipping an individual order the users default location allocation will open first.
Default warehouse will be assigned when new Purchase Orders are created
Go to Settings
Click on Users
Click the pencil icon under the Actions column
Scroll down to Account Settings
Choose a default location from the drop down menu
Click Update User
Delete a user
Only the account owner can delete a user from their Veeqo account. The users previous activity will still be visible within the app for future reference.
The account owner can not be removed from Veeqo.
IMPORTANT: Once a user has been deleted this can not be undone. If you accidentally remove a user you will need to re-add them by hitting the + New User button. As they are a new user their activity on performance reports will be shown individually.
How to delete a user:
Head to Settings
Click on Users
Click on the bin icon next to the user you wish to delete
A pop-up box will then appear where you can either Cancel or Delete the user.
Setting a user's timezone preference
Throughout Veeqo, dates and times are displayed in UTC. Each user can set their own preferred time settings or the Account Owner can set a company wide Default Date/Time Preference.
To set your own users Date/Time setting follow these steps:
Head to Settings
Click on Users
Click the pencil icon under the ACTIONS column against the user
Scroll down to Account Settings .
Choose your location from the Timezone dropdown menu
Click Update User
Now when you view the orders list or choose date filters, Veeqo will take your local timezone into account.
Updating a User's Password
Go to Settings
Click Users.
Click the edit button (pen icon) next to the user you want to edit.
Scroll to change password
Enter your new password and confirm that password
You can enable two step authentication for the account
Click update user at the bottom of the page to confirm your changes