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, unless you are signing in via the Amazon login portal.
Overview
When you view the Users page, you'll see a table of the users in your account. You can search for users via their name or email at the top of the page.
For each user, you can see:
Name
Email
Email verification status
Role
For each user, you can edit the following:
User Details | Description |
Name | The name of the user |
The email the user logs into the account with | |
Role | The role assigned to this user (see more information below). |
Timezone | 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. If you update the timezone, when you view the orders list or choose date filters, Veeqo will take your local timezone into account |
Default Location | The default location will be selected when this user:
|
Default Store | When you create a new order, the default store assigned to the user will show. You can still go ahead and choose another store if you prefer. |
Password | The password this user logs in with |
Enable Two-Step verification | Require users to have an additional verification step to log in. Check out this guide for more information. |
Creating a New User
Creating a New User
To create a new user in Veeqo, follow these steps:
Go to Settings and select Users.
Click + Add New User on the top right.
Fill out the user profile:
Name
Email
User role
Fill out the account settings for this user:
Timezone
Default location: this will filter the orders seen by this user based on the location.
Default store: when a user creates a manual order, this is the default store the order will be assigned to.
Click "Create user" in the bottom right.
Editing User Details
Editing User Details
Go to Settings.
Select Users.
Select "Edit" next to the user.
Here you can edit the below details:
User name
User email
User role
Timezone
Default location
Default store
Update password (you will need to confirm the current password to do this)
Enable Two-Step verification.
Once you have updated the fields required, click "Save".
NOTE: If you update a user's email address, that user will need to verify the email when they next sign in.
Understanding User Roles
Understanding User Roles
What are user roles?
Roles in Veeqo correspond to a set list of permissions in Veeqo. You can either use the default role permissions or customize the permissions per role. Assigning roles to users applies this permission list to their account. User roles can be assigned to specific users when creating or 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.
The table below outlines the role options and their default permissions:
Role Title | Permissions |
Admin | Full access to all pages, actions, and managing users |
Customer Service Manager | Access to pages except General Settings, Delivery Methods, Accounts, Locations, Digital Picking, and some reports |
Warehouse Manager | Access to pages except Channels, Email templates, Accounts, and some reports |
Purchaser | Access to pages except Channels, Email templates, Accounts, and some reports |
Accountant | Access to most reports, limited access to Settings pages |
Customer Service Agent | Limited access to Settings pages |
Picker / Packer | Limited access to all functionality |
Role Permissions
Role Permissions
User permissions are set by default based on the user role. If you want to customize the permissions for each role:
Go to Settings.
Select Users.
Select "Roles & Permissions" from the side menu on the left.
Click on the role you want to edit at the top of the page.
Select and deselect the relevant permissions.
Click "Save".
To see the full list of Permissions available per user role, head to View Permissions. Here, account owners and admins can edit the permissions under each role.
The table below outlines the options for permissions and what each one provides access to:
Role permissions | What this means |
Stores | Access to Settings > Channels. Not having access does not block a user from creating/editing orders or products. |
Digital Picking | Access to Settings > Digital Picking. Can edit how picking batches are created. Not having access does not block a user from using scanners, only editing settings |
Email Templates | Access to Settings > Email Templates. Can edit shipping, order cancellation, and refund templates |
Rules | Access to Settings > Rules. View, create, and remove order rules. |
Locations | Access to Settings > Locations. Create, edit, and delete locations. |
Accounts | Access to Settings > Accounting integrations |
Delivery Methods | Access to Settings > Delivery Methods |
Printing Templates | Access to Settings > Delivery Templates. Users can edit templates |
Sales Daily Digest | User will receive daily sales emails |
Reports | Adding each report (by report name) will give the user access to that report |
Deleting a User
Deleting 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.
To delete a user:
Head to Settings.
Click on Users.
Select "edit" next to the user you want to remove.
Click "Delete User" in the bottom right.
A pop-up box will then appear where you can either Cancel or Delete the user.
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 clicking the " Add New User" button. As they are a new user their activity on performance reports will start again.
The account owner can not be removed from Veeqo. To get the account owner changed, the current owner will need to contact Support from their registered email and provide the details of the new owner.