Manage users

Learn how to add/remove users and use SKUtrak's roles to manage permissions

Meeting shopper demand is a collaborative effort, so SKUtrak places no limit on the number of users you can add to your organisation. SKUtrak's Roles & Teams help you ensure everyone has the right access.

Contents

1. How to add a user
2. How to remove a user
3. How to change the role of an existing user
4. How to transfer ownership of the organisation

 

Roles

User Roles govern the actions that users can take on the platform. SKUtrak has the following user roles:

• Owner: The owner and main contact for the SKUtrak account, with full permissions across the site. 
• Admin: The administrators of the SKUtrak account, responsible for creating and managing teams (see below). Can take any action except editing or deleting the organisation.
• Manager: Managers of the teams they are a part of. Can invite users, manage product data and create/edit data sources.
• Member: The main role for most SKUtrak users. Can view, interact with and export from SKUtrak's dashboards and reports.

Each role inherits the permissions from the level below it. For example, a user with the Admin role will also have the permissions associated with the Manager role.

User roles can be managed on the Settings -> Users page:

Permissions by role

 

How to add a user

Only Managers, Admins and Owners can add users. To add a user:

1. Go to Settings -> Users
2. Click 'Invite User' in the top-right
3. Insert the email, role and teams for the user you want to add.
4. Click 'Send'

The new user will receive an email with a button they have to click to accept the invite.

How to remove a user

Only Managers, Admins and Owners can remove users. To remove a user:

1. Go to Settings -> Users
2. Click the checkbox next to the name of the user you want to remove
3. Click 'Delete' in the top-right of the Active Users table
4. Click 'Accept' on the pop-up

The user's access to your SKUtrak organisation will be removed immediately.

How to change the role of an existing user

Only Admins and Owners can change a user's role. To change the role of a user:

1. Go to Settings -> Users
2. Click on the role drop-down next to the user whose role you would like to change
3. Select the new role in the drop-down

The user's permissions will update immediately to reflect their new role.

How to transfer ownership of the organisation

Only Owners can transfer ownership. To change the owner:

1. Go to Settings -> Organisations
2. Click "Change" in the bottom-right of the tile of the Organisation you would like to transfer ownership of.
3. A pop-up will appear. Select the team member you would like to transfer ownership to.
4. Click "Save"

The new owner will receive an email notifying them.