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.
You can edit a variety of user attributes from the users page. This includes:
Creating a New User
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
Assigning 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.
To assign or 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 by default
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
If you want to customize the permissions for each role:
Go to Settings > Users
Select "View Permissions"
Select the options you want each role to have
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 > Marketplace and ecommerce integrations. 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 |
Additional User Options
Additional User Options
In addition to assigning roles and permissions, you can update settings for users. These include:
Setting Default Location for a User
Setting Default Location for a User
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
To set or change a user's default location:
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
Setting Timezone Preference for a User
Setting Timezone Preference for a User
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
Updating a User's Password
To update 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
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
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.
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.
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.