We will introduce the following topics related to user management.

Purposes and use cases of user management

How to access user management

How to operate user management

Restrictions due to permission settings: For example, when user management is not displayed

Purposes and use cases of user management

Purposes

You can perform settings and operations related to users, such as adding users, editing, or deleting users.

Use cases

• You want to add a user

• You want to delete an account because a user has resigned or transferred

• You want to change the stores a user can view

• You want to change the roles assigned to a user

Page URL

https://app.flow-insight.com/users

*If you have been using the service since before December 2021, the URL may be different.

How to Access User Management

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

User Management Operation Guide

Adding a New User

1. To add a new user, click [Add] located at the top right of the management screen.
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2. [Add User] Enter the required information on the screen and click [Save].

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

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

   3. 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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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].

Restrictions Due to Permission Settings: When User Management Is Not Displayed, etc.

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

Notes

• Only administrators and accounts with granted permissions can configure 'Role' settings.