SmartBiz's User Access Management (UAM) feature allows you to add secondary or staff users to your SmartBiz account. This enables your team members to operate your account using their own credentials, improving security and ease of access.
1. Seller Journey
2. Staff Journey
1. Seller Journey
Follow the step-by-step guide below to learn how to set up and manage staff users with the UAM feature.
- Click on ‘User Roles and Permissions’ and then on ‘Add User’
2. Enter details to invite user (Name, Mobile number and Email ID)
3. Track all the Active, Invited and Cancelled users
4. Click Action button to copy the invite link and share it with the User to accept the invite. You can also revoke the invite.
5. If user accepts the invite, they move to ‘Active’ list from ‘Invited’ list. If they reject the invite, they move to ‘Cancelled’ list.
2. Staff Journey
- Staff users currently have full access to the SmartBiz platform, except for the following areas:
- Google Analytics
- WhatsApp Business Account (WABA)
- Video Commerce
- Staff users can link a ShipRocket account using the primary user’s credentials.