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Manage users and their access
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Written by Julia Golovenko
Updated over 6 months ago

Overview

The Suplery Users page empowers you to control user access within your company account. This guide will walk you through all the steps to create a secure and efficient work environment by assigning specific roles and permissions to your team members.

With this article, you'll be in complete control of your Suplery team and ensure everyone has the access they need to be productive.

How to access the Users page

To access the Users page, click on your photo or name in the upper-right corner and choose Users. You'll find a complete list of users, organized by group, showing their personal details, roles, and the last time they logged in.

If you're looking for a specific user, just use the search field at the top.

User roles

Setting up roles for users helps manage access to Company account. Every user role includes a set of rights that provide access to certain features and tools.

You can assign to employee one or several roles within Suplery:

Role

Description

Account owner

Full access to the company in Suplery. There can only be one person in the company. However, this role can be transferred to another user.

Settings and Users

Access to company setup and settings, user management, and role adjustments.

Orders

Access to create, edit and view orders, communicate with suppliers and work with user carts.

Inventory

Access to inventory management, product usage history, product archiving, and order viewing.

How to assign roles to a user

Assign roles to a user at User invitation. Later, you can add additional roles or edit assigned.

Can’t assign or remove roles of specific user?

This might be because you don't have the necessary permissions. To assign or remove roles for a user, you must have both the Settings and Users role and all the roles the edited user has. These requirements are the same for any user editing.

How to change user role

To change the user role:

  1. Open the User panel.

  2. Check or uncheck the role.

  3. Save changes.

user role

Transfer company ownership to another user

The company owner holds all access rights and roles and cannot be removed from the account. Each company can have only one owner, but ownership can be transferred to another user by these steps:

  1. Use an owner account to sign in.

  2. Pick the user for the ownership transfer and open their profile.

  3. Click Transfer ownership next to the checkbox.

  4. Enter your password and click Transfer ownership to confirm. Upon this confirmation, the selected user will inherit ownership.

Transfer company ownership

User groups

Arranging users into groups by department makes it easier to manage and understand your organization. It helps visualize the team structure and clarifies each person’s role in the team.

It doesn't give users special permissions, but it helps you navigate and simplifies tasks.

How to create a group

There are two options to create a user group: you can either create a group directly in Users page or create a group while creating a User invitation.

  1. Сlick Create group in the upper right part of the screen.

  2. In the opened group panel, give the group a name and assign members. To assign group members, click Add user to group and choose users from the list that appears.

  3. Click Create group in the lower right corner to confirm.

How to edit or delete a group

  1. To edit or delete a group, click on Edit near the group name in the user list. Group panel will open.

    • To edit a group name, type in the new name and click Save group.

    • To delete a group, click Delete group in the lower left corner. All users from the group will moved to the Without group.

How to assign or remove user from group

To add or remove a user from a group, you can either edit the group or user panel:

Option 1: Edit the group

This option is a more simple way to add or remove several users in a line.

  1. Click on Edit next to the group name in the Users page to open group panel.

  2. Click Add user to a group and choose who you want to add. Or click Delete at the end of the user's line to remove one.

Option 2: Edit the user panel

  1. Click the user you want to manage on the Users page. This will open the user panel.

  2. Look for the section labeled Group and assigned roles.

  3. Select a group to assign it to a user. Or select the option Without group to remove the user from all groups.

  4. Save changes.

If a user is assigned to a group, adding them to another group will remove the user from the previous group without additional notice.

Change user appearance

You can edit general user data: first and last name and photo. To make this changes:

  1. Click on the user you want to change in the Users page. This will open the user panel.

  2. Change first, last name or photo.

  3. Save changes.

Note, regardless of a user's role or access level, they can change their own appearance settings.

Photo requirements: Minimal size is 64×64px, in .jpg, .jpeg, or .png format. Max size is 4000×4000, 15 MB.

Can't you change the appearance of a specific user?

This might be because you don't have the necessary permissions. To change the user appearance, you must have both the Settings and Users role and all the roles the edited user has. These requirements are the same for any user editing.

How to suspend and restore user access to your company

To turn off someone's access, we simply archive their account. This allows you to keep all their history and data, and easily restore account if needed.

How to archive a user

  1. Pick the user in the Users page and click on the name to open user panel.

  2. Click Deactivate and archive, then confirm your choice.

Can’t archive specific user?

This might be because you don't have the necessary permissions. To archive the user, you must have both the Settings and Users role and all the roles the archived user has. These requirements are the same for any user editing.

How to find archived users

Once you've archived at least one user, the Show archived option will appear at the top of the Users page. This feature lets you see all archived users, identified by the label Archived next to their names in the list.

How to find archived users

How to restore user from archive

  1. Check Show archived box.

  2. Pick the user in the Users page and click on the name to open user panel.

  3. Click Restore from archive, then confirm your choice.

Can’t restore a specific user from archive?

This might be because you don't have the necessary permissions. To restore the user, you must have both the Settings and Users role and all the roles the archived user has. These requirements are the same for any user editing.

FAQ

How to change user's Email?

Only users themselves have the power to change their email and password. To update your own email:

  1. Click on your name or picture at the top right of the screen and click on Your account.

  2. Click Edit next to the email field.

  3. Type in your new email, enter your password, and click Change email.

  4. To finish the change, confirm your email with the received letter.

How to change timezone?

The time zone is automatically determined based on your computer's location settings. While it's not possible to manually change the time zone, you can verify if your location settings are accurate and notify us in case of any dismatch.

Can ownership be transferred to a new or invited user?

Ownership cannot be transferred to a user who is archived or does not accept the invitation.

Can I obtain ownership rights if I am the actual company owner but currently do not have them?

Our Terms of service provide several options to obtain ownership of your account. If you can't use the transfer ownership feature, please contact the support team to find other ways to get your rights.

Do I need to confirm if ownership is transferred to me?

No, receiving ownership does not require confirmation.

If I have two accounts with different emails, can I combine them?

No, it is not possible to merge two user accounts. However, you may use one account with one email to access several company accounts. In this case, you will have the opportunity to choose the company account while logging in.

Can I use different names and photos for different companies?

Yes. To keep your personal data safe, you may choose not to show your name and photo while you accept an invitation to a new company. In this case, you will have the opportunity to set up a new name and photo and use different ones in different companies.

Can I delete a user?

No. There is no possibility of deleting a user at Suplery. To remove user’s access, archive them.

Can I change the other user’s email?

No. Only users themselves can change their emails and passwords.

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