Staff & User Account Management

Staff & User Account Management

AiTrillion gives you the option to add staff or user accounts who can log in to your AiTrillion account. While creating a user account you can set permission and control which module a user can access.

Step 1. Login to AiTrillion.

Step 2. Mouse over your profile icon at the top right corner and click on User Management

Step 3. Click on Add User. If any users are already created,  you will see them here and you can edit or delete them from here too. 

Step 4. Enter new user details such as first name, last name, email, password

Note: The default staff account will have full permissions, if you want to change the permissions, continue with the below steps or just click on save to exit. 

Step 5. Uncheck this staff account will have the full permissions checkbox option.

You will then see a list of all functions in AiTrillion where you can give or remove permissions. Use this section as required and then save to save your settings. 

Note: An email invitation is sent to the user to reset the password.

Step 6. If you need to delete the staff account you created, follow steps 1 and 2. When done, you will see a list of all staff accounts. Click the trash can icon next to the user account you want to delete. 

    • Related Articles

    • Deleting Staff Account

      Follow the below steps to delete Staff Account. Step 1. Login to AiTrillion. Step 2. Mouse over your profile icon at the top right corner and click on User Management Step 3. From the user list, click on Delete for the user you want to delete. Step ...
    • Provide Store Staff Access / Collab access To the AiTrillion Support Team

      Learn how to provide collab access / staff access or both to the AiTrillion support team as and when needed. To share collaborative access: You can use collaborator accounts to give Shopify Partners (In this case, AiTrillion) access to your Shopify ...
    • Update / add a Logo & Profile Details For Your Account on AiTrillion

      Editing the profile allows uploading a shop logo, store name, timezone, and social media profile links. You can open and edit the dashboard page directly from this link. Note: All these details will be used dynamically in your email templates. Or ...
    • How To Allow The User To Preview And Edit The Submission?

      The registration form has an option to provide access and preview submission to your customer. After form submission, It also allows your customer to edit/update their info. Please check the screenshot for the same and follow the instructions on how ...
    • How can I get a user to opt in for SMS and WhatsApp Marketing?

      Step 1. Login to AiTrillion Step 2. From the navigation bar go to Smart Popups > Create New > Newsletter Popup Step 3. Use the three dots in the actions panel to edit any pre-existing newsletter popup or use the blue create button in the corner to ...