You can create an unlimited number of users for your Goflow account. It's recommended to create separate user accounts for each person who will use Goflow, and to avoid the practice of sharing user accounts. The username appears in the order logs. Separate users allows you to identify which user performed specific actions.
The account admin has access to create new users and to manage other user accounts.
To create a new user, follow these steps:
A verification email will be sent to the email address you entered. The user must follow the instructions in the email to verify their email address. Only verified users can reset their passwords or initiate a chat with Goflow Support.
To edit an existing user, follow these steps:
If you update the email address, a verification email will be sent to the new email address you entered. Additionally, a notification email will be sent to the old email address, informing them of the updates.
To deactivate or reactivate a user, follow these steps:
Once a user is suspended, they will be logged out immediately.
The user who created the Goflow account is initially designated as the Account Owner. Each Goflow account can have only one owner, but the ownership can be transferred to another user if needed. To check which user currently holds the account ownership, go to Settings › Users, and select any user. On the Owner card you can see the user who is currently the account owner.
To transfer ownership of a Goflow account, the current owner is to follow these steps:
If the original account owner is no longer around, the current admin user can reset the owner's login email and password.
Users have the ability to manage their own profile and to make updates to their email or password.
To update the email address associated with a user account, follow these steps:
Upon updating the email address, a verification email will be sent to the new email address you entered. Additionally, a notification email will be sent to the old email address, informing them of the updates.
To update the password on a user account, follow these steps:
The password must meet the following criteria: at least 6 characters long, containing at least one uppercase letter, one lowercase letter, and one number.
If you are unable to log in to Goflow, you might need to reset your password. To do so, follow these steps:
If the email address you entered is correct, you will receive password reset instructions via email.
If the email address you entered is incorrect, you will receive an email stating so. The email will include the Goflow domain to which you are trying to log in. Take the following steps to resolve the issue:
User roles govern the areas of access that Goflow users have. There are three main levels of access:
Apart from having the User or Admin roles, additional roles grant access to sensitive areas in Goflow. Users must specifically be given these roles to access these areas:
Buyers are users responsible for handling the purchase of specific product subsets. The use of buyers allows each buyer to filter and manage their own products. Reports and analytics can also be filtered to track the revenue generated by each buyer. To make a user available as a product buyer, add them to the Buyer List while you assign user roles. To assign a product to a buyer, manage product buyers.
To restrict buyers' access to reports, their user is assigned the Buyer role alongside the various reports roles. The Buyer role is designed to be restrictive, allowing access only to the reports related to the buyer's products and limiting access to other products.
Pickers are users assigned to order pick lists and tasked with picking products from the warehouse shelves. To make a user available as a picker, add them to the Picker List while you assign user roles. When creating an order pick list, you can then assign a user from the list of Pickers.