Users Overview | Veeqo Help Center

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
Email	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: 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
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

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:
1. Name
2. Email
3. User role
Fill out the account settings for this user:
1. Timezone
2. Default location: this will filter the orders seen by this user based on the location.
3. 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

Go to Settings.
Select Users.
Select "Edit" next to the user.
Here you can edit the below details:
1. User name
2. User email
3. User role
4. Timezone
5. Default location
6. Default store
7. Update password (you will need to confirm the current password to do this)
8. 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

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	Default Permissions
Admin	Full access to everything: all settings (channels, users, role permissions, billing and subscription), warehouses, picking, inventory, products and listings, purchasing, orders, batches, custom views and every report.
Customer Service Manager	Runs customer service and order management: orders, customers, invoices, payments, products, listings, purchasing (POs and suppliers), channels, rules, email and printing templates, users and general settings, plus most reports. No access to warehouse and picking setup, delivery methods, accounts, stock adjustments or transfers, batches, cost price, billing or the profit analyzer.
Warehouse Manager	Runs warehouse operations: warehouses, picking setup and queues, delivery methods, shipping, collection manifests, printing templates, stock adjustments and transfers, batches, purchasing, product edits, users, rules and general settings, plus most reports. No access to channels, email templates, accounts, listings, cost price, invoices, billing or the profit analyzer.
Purchaser	Focused on purchasing and product pricing: purchase orders, suppliers, stock transfers, cost and sale prices, listings, product deletion and removing order inventory. Can also manage customers, invoices, payments, import/export orders and general settings. Reports limited to inventory, sales, product, dashboard, forecast, sales digest and custom reports. No access to channels, users, picking or billing.
Accountant	Focused on finance and reporting: accounts (accounting integrations), cost and sale prices, invoices, payments, purchase orders, suppliers, warehouses, collection manifests and import/export orders, plus the profit analyzer and most reports (sales, product, inventory, shipping, stock take, forecast, dashboard, sales digest, custom). Also general settings. No access to users, channels, picking or billing.
Customer Service Agent	Handles customer-facing order work: view customers, create manual orders, edit order addresses, take order payments, invoices and custom reports. No access to settings, inventory, products or standard reports.
Picker / Packer	Minimal order handling only: create manual orders, edit order addresses and take order payments. No access to settings, inventory, products, customers or reports.
Catalog Manager	Manages the product catalog: view the catalog page and existing listings, and create, edit, publish, unpublish and delete listings. Can also create manual orders and edit order addresses. No access to settings, inventory, purchasing or reports.
Warehouse Associate	No default permissions, so it has no access until an owner or admin adds permissions in Roles & Permissions. See the Warehouse Associate options sheet for what can be assigned.

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:

Permission	What it does
Change Stock Quantity	Manually adjust stock levels for a product.
Change User Permissions	Edit which permissions each role has on the Roles & Permissions page.
Mark Order as Paid	Record a payment against an order.
Edit Product Price	Change the selling price of products.
Edit Users	Edit user accounts.
Edit Cost Prices	Change the cost price of products.
Delete Product	Delete products.
Import and Export Order CSVs	Import orders from, and export orders to, CSV files.
Remove Inventory from Order	Remove allocated inventory from an order.
Create Manual Orders	Create orders by hand in Veeqo.
Edit Order Addresses	Edit the addresses on an order.
Share Views to Company	Share saved views with the whole company.
Share Custom Views to Company	Share custom views with the whole company.
Delete Company Views	Delete views that are shared with the company.
Update Company Views	Edit views that are shared with the company.
Edit Product Images	Add, change or remove product images.
View All Batches	See all batches, not just your own.
Edit Batches	Edit existing batches.
Archive Batches	Archive batches.
Create Batches	Create new batches.
Picking Queues	Access and manage picking queues.
Overview Dashboard	See the overview dashboard.
Catalog Page	See the catalog page.
View Existing Listings	See existing channel listings.
Create and Publish Listings	Create new listings and publish them.
Delete and Unpublish Listings	Delete or unpublish listings.
Edit and Publish Existing Listings	Edit existing listings and publish the changes.
Listings	Access and manage listings.
Purchase Orders	Create and manage purchase orders.
Suppliers	Create and manage suppliers.
Create and Edit Stock Transfers	Create and edit stock transfers between locations.
Profit Analyzer	Access the profit analyzer.
Inventory Value	Access the inventory value report.
Sales Report	Access the sales report.
Product Report	Access the product report.
Team Metrics	Access the team metrics report.
Shipping Report	Access the shipping report.
Demand Forecast	Access the demand forecast report.
Sales Digest Report	Access the sales digest report. The article says Sales Daily Digest also sends the user daily sales emails.
Custom Reports	Access custom reports.
Stores	Access Settings > Channels. Not having access does not block a user from creating/editing orders or products.
Digital Picking	Access Settings > Digital Picking and edit how picking batches are created. Not having access does not block a user from using scanners, only editing settings.
Email Templates	Access Settings > Email Templates. Can edit shipping, order cancellation, and refund templates.
Rules	Access Settings > Rules. View, create, and remove order rules.
Locations	Access Settings > Locations. Create, edit, and delete locations.
Accounting	Access Settings > Accounting integrations.
Delivery Methods	Access Settings > Delivery Methods.
Manage Customers	Access and manage customers.
Manage Trade Invoices	Access and manage trade invoices.
Shipping	Access shipping settings.
General Settings	Access general settings.
Inventory Settings	Access inventory settings.
Billing Settings	Access billing settings.
Manage Subscription	Manage the Veeqo subscription.
End of Day Forms	Access end of day forms (collection manifests).

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.