Please note: This article pertains to functionality in the Latest Version of Treez.
Question:
How do I add a user in User Management in the latest version of Treez?
Answer:
Follow the instructions below to add a user.
Just so you know, you must follow the instructions below before inviting a user to access the Latest Version of Treez.
Adding a User
Navigate to User Management and click “Add User.”
Enter the user’s information and click “Next.”
Assign a role by opening the Select Roles dropdown and choosing the appropriate user role.
Set a PIN by entering it in both the Set Pin and Confirm Pin fields, then click “Next.”
Select store access by expanding the list of stores and checking the boxes next to the stores this user should have access to.
Note: Users will not have access to any stores that remain unchecked.
Click “Next.”
Review the user details on the confirmation screen.
To make changes, click “< Select Stores” in the bottom left to return to the Store Selection step.
You can always use this button to return to the previous step in the workflow.
Once the information is correct, click “Finish.”
Click “OK” in the pop-up confirming the user was activated. The user will then receive an email to set up their password.
Note: It’s best practice to let users set their own PINs. However, to update or reset a PIN, they will need assistance from another user with the Edit User (for existing users) or Add User (for new users) permission in User Management.