Staff users

You can create different staff user accounts that give access to specific areas of the merchant portal. 

Staff user 

A staff account allows a user (e.g. the manager at a location) to create and manage deliveries. You can associate a default location with the user so that when they log in, the portal is pre-filtered to show them deliveries for their location.

Note: The associated location is meant to focus the user towards deliveries for that location. It's possible for a staff user to remove the location filter and create/ manage deliveries for other locations. 

To create a staff user:

1. Log in to your merchant portal
2. Click on Profile and Users in the menu
3. Click the Other Users tab
4. Click the Add Staff User button 
5. Fill in the required user info 
6. For the location, choose the user's associated location from the dropdown.
   
   There's also a an X that appears on the right side when hovering over the location. If you don't want your user to be associated with a location, click the X to clear that. 
   Note: A staff user with no associated location will see by default all deliveries when logging in, and will default to the primary location when creating deliveries.
7. Click the Create button
8. The system will send a reset password email to email you entered in the form. From that email, set the staff user's password
9. The user can now log in to the merchant portal

To Edit or Delete a staff user:

1. Log in to your merchant portal
2. Click on Profile and Users in the menu
3. Click the Other Users tab
4. Click Edit or Delete next to the desired user account