How and why to set up additional users

Add users to your account if you would like other people in your business to have access to your business’s account in Navore Market. You can add as many users as you like and choose which features they have permission to access. For example, if you have people who only conduct deliveries or manage media, you can give them access to the features that are only relevant to their job.

Add Users by going to “Users” in “My Account”. Go to Account> My Account > Users

• Just select “Add new user”, add their name, email address and select the permissions you would like to grant for this user
• Once you finish, select save user. This new user will then receive an email to finish setting up their account 

How to choose

• Choose permissions based on that user’s job and role on your online marketplace 
• We separated the permissions based on 3 main roles: Admin, Manager, and Daily User. 
  • Admins have access to everything, even your plan 
  • Managers have the ability to edit your settings like your storefront or delivery plans 
  • Daily Users complete tasks such as harvest lists or deliveries 
• Once you narrow down which role this user has, you can get even more specific and deselect permissions in that role to have less access or add access to other permissions categorized in a different role 
• Note: if you select Admin, all permissions below will automatically be selected. If you select Manager, all Manager and Daily User permissions will be selected. Don’t worry, you can still deselect specific permissions. 

Permissions explained in detail 

Admin 

• My account: my account gives the user access to the Account Settings, Certifications, Users, and My Plan
  • Only give admin access if you are comfortable with the user having access to sensitive information

Manager

• Order settings: Order settings gives the user access to Master Calendar, Delivery Plans, Pick Up Plans, Shop In-person Locations, List Manager, Delivery Routes Manager, and Loading Manager
  • Give the user access to order settings if 
    • They can create, edit or delete your distribution methods (delivery, pick up, shop in-person)
    • They can create, edit, or delete harvest, pre-packing, or packing lists
    • Edit delivery routes
    • And can assign other users to tasks 
• Reports, History: Reports, and history gives the user access to all your history including completed harvest lists and all reports including your sales 
• Wholesale Orders: wholesale orders gives the user access to editing wholesale customers, price-lists, wholesale orders, and wholesale messaging 
  • Give the user access if they deal with wholesale orders in any way 
• Charging Orders: Charging orders gives the user the ability to “fulfill and charge” orders
  • Give the user access if user is a “Daily User” who packs orders that can be charged without checking with another user 
• Refunds and Cancellations: Refunds and cancellations gives the user the ability to cancel orders and manage refunds 
• Log Order: Log order gives the user the ability to create a new order that will be taken through your lists such as an internal order for a farmers market
  • Wholesale subscriptions can log orders for wholesale customers. Give user access if they also have access to the “wholesale Orders” permission 
• Orders Edit: Orders edit gives the user the ability to edit order statuses and add a note for the customer
  • Give user access if they can change order status from pending to completed
• Products Edit: products edit gives the user access to inventory management, status change, and adding, editing, or removing products
• Storefront Settings, Media: Storefront settings, media gives the user access to changing your about section, seasonality, and posting photos, news, recipes, and reviews

Daily User 

• Daily List Completion: Daily list completion gives user the ability to only complete and check-mark harvest, pre-packing and loading lists 
• Daily List Managing: Daily list managing gives the user access to completing and editing lists including allocation, moving dates, status changes, and the packing list 
  • Give the user access to use Packing List 
  • Give user access if they can mark products as out of stock, move the job to another day, or distribute product that cannot be fully filled 
• Delivery and Pick Up: Delivery and pick up gives the user the ability to complete deliveries and pick up orders
• Order View: Gives user access to view orders 
• Products View: Gives user access to view products 
• Customer list: Gives user access to customer list