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[Flow Classic] [Settings] User Management

A guide to adding, viewing, editing, and deleting users, and how permission settings can restrict what you see.

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This article describes Flow Classic, the previous version of Flow. Some screens and features may differ from the new app.
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Only administrators and accounts with granted permissions can configure 'Role' settings.

Purpose and Use Cases

Add, delete, or edit users, and manage other user-related settings — useful if you want to:

  • Add a user

  • Delete an account because a user has resigned or transferred

  • Change the stores a user can view

  • Change the roles assigned to a user

Access

Please select [Settings] ⇒ [Users] from the profile icon in the menu bar.

How to Operate

Adding a New User

  1. To add a new user, click [Add] located at the top right of the management screen.

  2. [Add User] Enter the required information on the screen and click [Save].

  3. If you want to add more role options, please configure them in advance under [Role Management].

  4. For Store Addition, select the stores that can be viewed. The [Management] checkbox is for roles such as SV.

  5. By checking [Workplace], you can receive notifications about data changes for the relevant stores.

* Usernames cannot include email addresses.

* Hover over the information icon in each input field to display guidance for that field.

* User registration is only possible with company domains. Free domains such as @gmail.com cannot be registered. If you wish to add a domain, please contact Flow Solutions support.
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Viewing Existing Users

Click [View] on an account to see the user's details without editing them.

Editing Existing Users

Here is an introduction to how to edit existing user information.

  1. Click the edit button in the [Edit] column of the account you want to edit. The existing user information screen [Edit User] will be displayed.

  2. Modify the items you want to edit and select [Save]. This completes the editing of user information.

Deleting Existing Users

Here is how to delete existing users.

  1. Click the delete button in the [Edit] column of the account you want to delete.

  2. If you are sure you want to delete, select [Delete].

Permission Restrictions

If you encounter the following issues, such as 'User Management is not displayed,' please check the 'Role' settings.

  • Some parts of the settings menu are not displayed

  • Add, edit, and delete operations cannot be performed


If you have any questions or feedback, please contact support at [email protected].

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