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 |
Owner | Full access. There can only be one per company. It is possible to transfer role to another user. |
Client manager | The user can be assigned to a client. Ability to confirm, propose, or cancel these orders. Access to chat with assigned clients. |
Client manager supervisor | Access to all clients and thier orders. Ability to confirm, propose, or cancel all orders. Access to chat with all clients. Ability to assign Client managers to clients. Can NOT be assigned to a client as a client manager. |
Packing and shipping manager | Access to order packing and scheduling carrier pick-ups. |
Finance manager | Access to control finances and tax documents. |
Content manager | Ability to add products to verification. Ability to set prices. |
Inventory manager | Access to editing product stock levels. Access to orders in Confirmed and Awaiting pickup statuses. |
Administrator | Access to company settings. |
How to assign roles to a user
Assign roles to a user at User invitation.
Later you can modify them.
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 to users, you'll need to have the Settings and Users role and at least all the user’s roles yourself. These requirements are the same for any user editing.
How to change user role
To change the user role:
Open the User panel.
Check or uncheck the role.
Save changes.
Transfer company ownership to another user
Use an owner account to sign in.
Pick the user for the ownership transfer and open their profile.
Click Transfer ownership next to the checkbox.
Enter your password and click Transfer ownership to confirm . Upon this confirmation, the selected user will inherit 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 to 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.
Сlick Create group in the upper right part of the screen.
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.
Click Create group in the lower right corner to confirm.
You can also create a group while sending User invitation.
How to edit or delete a group
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.
Click on Edit
next to the group name in the Users page to open group panel.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
Click the user you want to manage on the Users page. This will open the user panel.
Look for the section labeled Group and assigned roles.
Select a group to assign it to a user. Or select the option Without group to remove the user from all groups.
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:
Click on the user you want to change in the Users page. This will open the user panel.
Change first, last name or photo.
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 change the appearance of a specific user?
This might be because you don't have the necessary permissions. To change the user appearance, you'll need to have the Settings and Users role and at least all the user’s roles yourself. 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
Pick the user in the Users page and click on the name to open user panel.
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'll need to have the Settings and Users role and at least all the user’s roles yourself. 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 restore user from archive
Check Show archived box.
Pick the user in the Users page and click on the name to open user panel.
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'll need to have the Settings and Users role and at least all the user’s roles yourself. These requirements are the same for any user editing.
Frequently asked questions
How to change user’s Email?
How to change user’s Email?
Only users themselves have the power to change their email and password. To update your own email:
Click on your name or picture at the top right of the screen and click on Your account.
Click Edit next to the email field.
Type in your new email, enter your password, and click Change email.
To finish the change, confirm your email with the received letter.
How to change timezone?
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.