User Management
Managing Users
Adding Users
Only the Owner and Managers can invite new users.
To invite a user, click Plus at the top right corner on the Manage Users page.
When adding a user, you are required to enter user’s email address, choose their role and set their permissions (unless the role forces full access). The system will then send an invitation to the entered email with instructions for the user to conclude registration.
User roles
HandiFox Online has the following user roles:
- Owner
- Manager
- User
The Owner role is automatically assigned to the user who initially registers with HandiFox Online. Only one person can be the Owner, and only the Owner has full and unconditional access to all features and settings, including connecting/disconnecting a QuickBooks Online company and managing the HandiFox Online Subscription.
Manager is a type of user who also has access to all functions (which cannot be restricted), except for the ability to manage Subscription and QuickBooks connection.
Managers and the Owner can add and delete users from the system. Note that Managers can add new Managers to the system or elevate common Users to the Manager role. The access for common Users is limited to the work functions of HandiFox, and can be restricted further by tweaking their permissions in the user management section of the web app.
The table below compares access privileges for all roles:
Permission | User | Manager | Owner | ||
Purchase HandiFox subscription or alter its terms | X | X | ✓ | ||
Work functions of the web and mobile apps (inventory, sales, etc.) |
| ✓ | ✓ | ||
Access to Settings page | X | ✓ | ✓ | ||
Invite and delete users, change user roles | X | ✓ | ✓ | ||
Disconnect from QuickBooks Online company | X | X | ✓ |
User credentials
Regardless of their role, a user can change the Name and Password for their own account. To do so, the user can click their email address in the top-left corner of the page and select whether they want to change their password or name.
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