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Add, Edit, Deactivate Users

Add User

On the Shelvspace website:

  1. Click on Users from the Menu on the left
  2. Click New User
  3. Enter the User information including name, username, and phone #. Note that the username / email must be populated with a valid email address.
  4. Select the user role.
  5. Click Save
    1. If email address is invalid, inactive, or already in Shelvspace then form will get stuck on "Saving..." (you will see the wheel keep spinning but nothing will happen)mceclip0.png
  6. Once users are created, ensure they are configured properly for the following:
    1. Teams
    2. Reports
    3. Store Lists
    4. Leaderboard Goals

Note: As soon as you save a new user a welcome email will be sent to the email address you entered for the username. The welcome email will have a link to reset their password, activate the account, and download the app. Once users are created you may need to add them to teams, or set them up with reports. 

Edit User

Admins can edit User's name, email, phone number, access levels, and status by doing the following:

  1. Click on Users from the Menu
  2. Scroll or search for the user you want and click Edit
  3. Make desires edits and click Save

Deactivate User

Deactivating a user completely disables the user from accessing or completing any work on Shelvspace as well as removes them from reports. All historic data associated to that user will still be accessible and active in the Shelvspace platform. To deactivate a user:

  1. Click on Users from the Menu
  2. Scroll or search for the user you want and check the box next to their name
  3. Select Actions from the top right then select Deactivate

If you want to deactivate multiple users:

  1. On the Users page select all the users you want to deactivate
  2. Click Actions > Deactivate

Note: As of right now Shelvspace does not allow for deleting a user.

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