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, then 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, how the new user signs in depends on your store's sign-in page:

• Green SIGN IN WITH WEB SHOP MANAGER ID button: you see "User saved. Their Web Shop Manager ID invitation arrives by email within five minutes." The new user then opens (yourdomain)/admin, clicks Set your password under the green button, and follows First sign-in. If their address already has a Web Shop Manager ID, the message says it is linked to this user within five minutes instead.
• Username and Password boxes: the new user receives an email titled "Welcome to Web Shop Manager" with their username and password, and signs in with them at (yourdomain)/admin. You receive a "New user confirmation" email too. They can change the password afterwards under Account, Change Password. If the welcome email does not arrive, they can set a password by clicking forgot password on the sign-in page, entering their email address in Login or email address:, pressing Next, and following the email.

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:

• On a store with the green button, the new user can still get in: five minutes after you save, they click Set your password under the green button and use the code we email them.
• 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.