As your sales team grows, you can grant multiple users access to the dashboard. This will allow them to create orders, share customer links, and close sales. To safeguard sensitive data, you can tailor each user's access to information. Additionally, you can easily deactivate or activate users as required.
Step-by-Step Actions:
1. Log in to your Dashboard
You can access your Dashboard from Zbooni's homepage: www.zbooni.com or directly at https://www.zbooni.com/dashboard/
2. Fill in your credentials
You can use your app login credentials to sign in.
3. Click "User Management" on the left side panel
4. Click "Add a new account"
5. Add the user's basic information
6. Assign the role of the user
Admin Role provides access to all the store's capabilities
Sales Role allows access to all actions except for performing a wallet payout.
7. Click "Create Account"
Finalize and create the new user account.
You can always update the user's profile & role by following these steps:
1. Click on the user's name
2. Click "Edit" to update the user's basic information
3. Click "Edit" to update the user's role
Pro Tip: You can choose to Deactivate and Activate the user's account by simply clicking the following button.
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