How to manage users in Recommandation & Merchandising module
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To invite a user to your team, you need to have admin rights on your team. Follow these steps:
Access the Users Tab:
Go to the Users tab in the Settings menu.
Click “Invite Users”:
In the Users section, click on the “Invite Users” button.
Enter User Details:
Provide the email address of the user.
Choose the role for the user within your company.
Click on the “Invite” button to send the invitation.
Pending Invitations:
The invitation will appear under the Pending Invitations section in the Users tab.
User Receives an Invitation:
The invited user will receive an email from AB Tasty Recommendation & Merchandising to join the team.
The invitation is valid for 72 hours.
User Accepts the Invitation:
The user clicks the invitation link in the email.
If they don’t have an account, they must sign up on the platform to join the team.
To modify a user’s role:
Go to the Users Tab:
Navigate to the Users tab in the Settings menu.
Select the User:
Click on the line of the user whose role you wish to edit, or click the edit icon next to their name.
Choose a New Role:
Select the desired role for the user.
Click the “Save” button to confirm the changes.
Confirmation:
The user’s role is updated successfully.
To delete a user from the account:
Access the Users Tab:
Go to the Users tab in the Settings menu.
Click the Trash Icon:
Locate the user you wish to remove and click the trash icon next to their name.
Confirm Removal:
Click on the “Remove” button to delete the user from the account.
Invitations: Ensure users accept invitations within the 72-hour window.
Roles: Assign roles carefully to align with the user’s responsibilities.
User Management: Regularly review the user list to maintain account security.