Manage Users & Access

What is this?

When Captini setup a partner account we issue you with the owners account username and password. These credentials have full access to aspects of the Partner Control Panel, this includes invoices, statements and the order system as well as all of the customer management features. 

In most cases a Partner does not require all members of staff to have access to areas such as billing and ordering. Your partner account can have multiple accounts for different members of the team. Each user account can have privileges set to ensure they only have access to the part of the Control Panel you would like to authorise them to have access to. 

Accessing user management and access controls

Click on the My Account menu in the main navigation and then select Manage Users & Access from the dropdown menu as shown below:

You will then be presented with the User management screen. If you have already added users to the system they will be listed below on this screen.

The status of the user changes from invited to in-use after the new user logs in for the first time. This is a quick way to see which users have responded to the automated email invitation and set their own password for the new account. If a user no longer authorized to have access to the Partner control panel simply click the Delete button and Okay the confirmation box. This will permanently delete a user and they will no longer have access to the control panel. 

Adding a new user

To add a new user click on the Add User tab on the main screen and a popup window will appear as shown below:

Setting user privileges 

To help speed up the process of adding multiple user accounts we have made a number of preset user roles with the appropriate permissions applied. As shown below selecting a user role will automatically tick the appropriate permissions. You can override these options by selecting or deselecting the permission tick boxes that meet your requirements.

Depending on the user role selected when added a coloured user role badge will appear next to the user. This is to help at a glance understand the level of permissions a user has to the system.

Common questions

1

How many user accounts am I allowed to add?
There is no limit to the number of account you can add to your partner account.

2

Instead of individual users can I add a department?
The short answer is no. The user account system is designed for individuals, the reason is to do with security and logging. We run an automated audit log on the backend of the system, this records who does what actions and activity on the system. We therefore recommend that you do not allow multiple users to use the same user account.