USER ACCESS/CREATING ACCOUNTS

Log into the back end of your WSM account and follow these steps:

Step 1: Hover your mouse over the Systems tab and click on User Access.

Step 2: On the right-hand side of the screen, click the green Add User button.

Step 3: Enter the new user's name and email address in the form fields provided. 

Step 4: Type the name of the site and select it from the suggested matches as you type. Then assign the specific role required for that site.

• If you own multiple websites, click Add Site to grant the user access to additional sites — type the website name and specify the user's permission level for each one.
• If no site name field is available to enter, click Add Site to create a new field.

Step 5: Click Create User to complete the form.

Once you're finished, an email will be sent to both you and the new user containing their login information.  

Editing or Deactivating a User

To change a user's permission level or site access:

1. Hover over Systems and click User Access.
2. Find the user in the list and click their name to open their account details.
3. Update their permission level or site assignments, then save.

To deactivate or remove a user's access:

1. From the same User Access screen, open the user's account details.
2. Select the option to deactivate the account (this revokes their login without deleting their order/activity history).

Troubleshooting

New user didn't receive their login email:

• Confirm the email address was entered correctly when the account was created.
• Ask them to check spam/junk folders.
• If it still hasn't arrived after 15 minutes, submit a ticket and we can resend it or verify the account was created correctly.

Can't find the "Add User" button:

• Only Owner accounts can create users. Confirm you're logged in as an Owner-level account.