Embedded Files
To access the User List section of the software click on the word Miscellaneous on the left hand side and then click User List.
If this is your first time entering this area the section will be blank. Example seen below.
To add a new user to your company click the New User button in the top right corner of the screen.
This will display a New User window where you will enter the email address of the person you wish to invite. You will need to enter the email into both fields.
Once you've sent the invite you will be directed to a screen that allows you to control the level of access this new user will have. At any time you can turn the access off or on using the Access toggle icon just to the right of the User's credentials. It is important to note that you can select multiple roles for each user. Selecting the level of Manager or Administrator will automatically check all boxes underneath it.
Underneath the User's credentials you will see the list of Roles and Permissions that you can apply.
The first option is Owner. If this box is checked then this user has the highest possible access available.
The Administrator level is the second highest level of access. This user can perform all functions, edit all screen and add/remove/edit other users.
The Manager level has full access to the program but cannot edit anything with regard to other users.
Cataloging is a very common level of access given to users. This level allows the user to access all parts of the program related to cataloging such as Customers, Auction Details, and Formulas.
Limited Cataloging for users who will be cataloging and do NOT need access to other related areas. Commonly given to sellers who will be cataloging their own items for you.
The Check In role is given to users who will be performing check in during an auction. They also have access to related fields such as adding customers to a mailing list.
The Clerking role gives the user the ability to clerk an auction. This applies to pre-lotted auctions or on-the-fly style auctions. They can also view the Customers and Lots sections.
The Settlement > Add Receipt role allows the user to receive payment from a bidder during checkout. They cannot pay a seller.
The Settlement > Pay Customer role allows the user to pay your sellers in the Settlement section of the software. They cannot receive payment from bidders.
Underneath the Permissions/Roles is the ability to limit which auctions your user can access. You can either grant access to All Auctions or select one or more specific auctions from the list.
Once you have made your designations click the Save button on the bottom of the screen.
Clicking the Save button will direct you back to the User List screen where you can see at a glance the information related to each user. This will tell you the user's name, email address, roles they've been assigned, number of auctions they have access to, and when they last logged in. You can also toggle their access on and off with the blue slider bar to the right of the last logged in time stamp.
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