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
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.
Please select [Settings] ⇒ [Users] from the profile icon in the menu bar.
To add a new user, click [Add] located at the top right of the management screen.
[Add User] Enter the required information on the screen and click [Save].
If you want to add more role options, please configure them in advance under [Role Management].
For Store Addition, select the stores that can be viewed. The [Management] checkbox is for roles such as SV.
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.
Here is an introduction to how to edit existing user information.
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.
Modify the items you want to edit and select [Save]. This completes the editing of user information.
Here is how to delete existing users.
Click the delete button in the [Edit] column of the account you want to delete.
If you are sure you want to delete, select [Delete].
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
Only administrators and accounts with granted permissions can configure 'Role' settings.
