Staff & User Account Management

Introduction

In AiTrillion, you can add staff or user accounts. This is particularly relevant for the marketing team, who need access to certain permissions for their strategic and creative efforts, all while maintaining the overall security measures. This functionality allows you to assign permissions, specifying which modules each user is allowed to access.

​Step-by-Step Guide:

​Step 1: Mouse over your profile icon at the top right corner and click on User Management

​

Step 2: 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 3: Enter new user details, such as first name, last name, email, and password

📜 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 it to your settings.

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.
​

By following these steps, you can effectively manage staff and user accounts within AiTrillion, ensuring appropriate access levels and maintaining security across your account.

Next ➡️

Update / add a Logo & Profile Details For Your Account on AiTrillion

• Related Articles

• Deleting Staff Account

  Here is the quick 4 minute video on Deleting Staff Account Follow the below steps to delete Staff Account: Step 1: Mouse over your profile icon at the top right corner and click on User Management Step 2: From the user list, click on Delete for the ...

• Customer Account & Enabling Guide

  Introduction In this article, we’ll dive into the benefits of enabling customer accounts, how they streamline the shopping process, and step-by-step instructions on how to activate and manage these accounts effectively. Overview?️ What is Customer ...

• Change language of the Customer account

  Introduction In this article, we'll guide you through the steps to change the language of the Customer Account, ensuring your store is accessible and user-friendly for all your customers Here are the steps to change the language of the Customer ...

• Add custom tabs to the customer account page

  Introduction Adding custom tabs to the customer account page is a powerful way to enhance the user experience, personalize engagement, and provide more relevant information to your customers. Note?: You are allowed to create up to 5 custom menus. ...

• Enable AiTrillion Customer account in Shopify new customer account

  Introduction In this article, you will learn about using an Aitrillion customer account with a new Customer account Here are the steps to enable the customer account in Shopify's new customer account -: Step 1: Go to Customer account >> Display on ...