User management allows admins managers to manage other managers, such as add, delete, and assign roles and permissions.
In this article, we will discuss:
Manager Types
How to access account managers list
How to add a new managers
How to resend confirmation email to new managers
How to edit a managers admin status and edit a non-admin managers permission
How to remove a manager.
Manager Types:
In order to allow permission control of other managers, there are two types of managers with the following general permissions:
Admin Manager:
Access to all features and functionality
Can add new managers and remove existing manager
Can assign other managers as Admins or Non-Admins
Can manage Non-Admins permissions controls
Non-Admin Manager:
Limited access to certain features and functionality
Can resend manager confirmation emails
Cannot assign, edit, or remove other Admins or Non-Admin managers
How to Access Account Managers List:
To access user management, Go to Club Details > Managers (as shown below).
How to Add New Managers:
To add a new manager, follow these instructions:
Go to Club Details > Managers.
Click "New Manager".
Enter the first name, last name, and email address of the new manager.
Click "Save".
The new manager will then receive an email invitation to confirm registration. The sequence below shows the process:
How to Resend Confirmation Email to New Managers:
To resend a new manager confirmation email, follow these instructions:
Go to Club Details > Managers.
Find the manager to whom you wish to send the confirmation email. Click on the action drop-down and click "Resend Confirmation" (as shown below).
The new manager will then receive another email invitation to confirm registration.
Editing a Manager Admin Status:
When creating new managers, you may not want them to be an Admin-Manager with access to all features of Golf Shop. By setting a manager and a Non-Admin Manager, you can adjust their permission allowing you to control what features a Non-Admin Manager has access to. As an example, you only want your Club Repair Technician to have access to the club repair dashboard.
To change a managers admin status, follow these instructions:
Go to Club Details > Managers.
Find the manager you wish to change their admin role and click the box in the "Admin" column (as shown below).
When the box is checked, the manager will be an Admin Manager, and when the box is not checked, the manager will be a Non-Admin Manager.
For any Non-Admin Manager, you will be able to edit their permissions (as shown below). Editing a Non-Admin Managers permission limits their access or completely blocks their access to certain features.
For complete details on Permission Control for Non-Admin Managers, Click Here.
How to Remove a Manager:
To remove an existing manager from the account, follow these instructions:
Go to Club Details > Managers.
Click the action drop-down.
Click "Remove Manager" (as shown below).
Click "Ok."
The manager will then be removed from your account.