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Adding a new Engage user

Engage users are those people in your organisation who can log into Engage and access the system and data. Handling user accounts well is important when using Engage.

Before you get started, here are some things to be aware of:

  • Only admins are able to administrate users in Engage
  • New users should have your organization domain in their email (not, for example, gmail.com or outlook.com)
  • Be sure the level of access provided to new users is appropriate to their role.

These are the user access levels:

  • CentralAdmin – Has access to all stores.
  • LocalAdmin – Has access to selected stores
  • StoreUser – Can access POS Accelerator

How to add a user

In the Staging environment, you'll need to start by adding the email address to the allowlist.

Then follow these steps:

  1. Go to the Administration tab.
  2. At the top of the list, click Administrators.
  3. Click the green New administrator button in the top right corner.
  4. Fill in all the required details and set access level.
  5. Click Save.
  6. In the list of administrators, hover on the new user, click on the three dots and choose Send new password. The user will receive a link (valid for 30 minutes) to set a password.
You'll need to add the user in both the Production and Staging environments.
 
 

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