Manage WizShop Users and Roles

Your WizShop account supports multiple users from your business. As an administrator, you can create roles with specific access permissions, invite team members, and control what each person can do on the storefront. Users and roles are managed from the Account page.

To Get There: Profile icon > Users (or My Profile → Users / Roles)

Table of Content

Before You Begin

• You must have an Admin role on the Online Storefront (WizShop) to add users or create roles.
• Create roles before adding users, you must assign a role when inviting a new user.

A. Understand Users and Roles on WizShop

The Account page has two separate tabs for managing access:

• Users: Everyone who has access to the Online Storefront (WizShop) account. Each user is listed with their name, email, phone number, status, source, and assigned role.
• Roles: Permission sets that control what each user can see and do on the storefront.

Users are scoped to your customer account. Team members from other buyer accounts are not visible to you, and your users are not visible to them.

B. Create a Role

Set up roles before adding users so you can assign the correct access at the time of invitation.

1. Click the profile icon in the top right corner of the storefront. 
   
   
2. Go to My Profile, and navigate to Roles section. 
   
   
   
   
3. Click Create Role.
   
   
4. Under Basic Details, enter:
   
   
   
   • Role Name: A clear name for the role (for example, Store Manager or Catalogue Editor)
   • Description: A brief note on what this role is for.
5. Under Access Permission, select the permissions for this role, for example:
   
   
   
   • My Profile: Toggle Hide prices and Show price in pdf
   • Contacts and Payment methods: Set granular access: View, Edit, Create, Delete
   • Change Password: Toggle to allow or restrict
6. Click Add in the top right corner to save the role.

The role now appears in the Roles list and can be assigned to users.

C. Add a New User

Invite users to access the Online Storefront (WizShop). 

1. From the profile window, switch to the User section. 
   
   
2. Click Create User. 
   
   
3. In the Add User panel, enter the following details:
   • First Name (required) & Last Name
   • Email (required): T his is the email the user will use to log in
   • Phone Number:
4. Under Role, select a role from the dropdown.
5. Check the Send invite on email checkbox and then click Add. 
   
   
6. The user is added to the list with a status of Invited. They will receive an email with a link to set their password and access the storefront.  
   
   
   

D. Manage an Existing User

 For each user, you can edit their details, manage their access, or resend their invitation using the three-dot menu in the Action column.

1. Locate the user you want to manage.
2. Click the three-dot menu in the Action column.  
   
   
3. Select the action you need:
   • Edit: Update the user's details or role
   • Set as inactive: Remove the user's access without deleting their account
   • Set as active: Restore access for a user who was previously set as inactive
   • Resend invite: Send the invitation email again if the user did not receive it or the link expired
   • Delete User: Permanently remove the user from your account

FAQs

1. What happens after I send an invite?

A. The invited user receives an email with a link to create their password. Once they complete this step, their status updates from Invited to Active and they can log in to WizShop.

2. What is the difference between setting a user as inactive and deleting them?

A. Setting a user as inactive removes their access but keeps their account in the system, so you can reactivate them later. Deleting a user permanently removes them and cannot be undone.

3. Can I see users from other buyer accounts?

A. No. Each user you add is tied to your specific customer account. Users from other buyer accounts are managed separately and are not visible to you.