As the account owner, you can create individual staff accounts in DecoNetwork, allowing your team to perform their duties efficiently. Each staff member gets a unique login with access tailored to their role, ensuring security, accountability, and efficiency. The Staff Accounts page makes it easy to add, delete, and assign roles to accounts, enabling effective delegation. This feature improves user experience, reduces errors, and adapts to your business needs, enhancing productivity and agility. This guide provides detailed instructions to help you make the most of DecoNetwork's staff account management.
Prerequisites
- You must have administrator access to use this feature
To configure your Staff Accounts:
- Log into your DecoNetwork Website.
- Browse to Admin > Account.
- Select Staff Accounts.
You are presented with a list of your existing staff accounts with their details including username and assigned roles. At the bottom of your list of staff accounts is the status of your present allotment of accounts, which varies depending on your plan.
- Configure your staff accounts list.
- New Staff Account creates a new staff account.
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Show/Hide Deleted Staff Accounts toggles the display of deleted staff accounts.
You can restore a deleted staff account by clicking on the Restore button.
- Clicking Edit will let you modify an existing staff account member.
- Delete removes the staff account.
- Event Log displays an audit log of actions within DecoNetwork that the staff member has taken. This is a record of the action and when it occurred.
When adding a New Staff Account, you will have the following options to set:
Profile details
- Replace: lets you upload a profile image used for the staff member's account as seen in the top bar and elsewhere.
- Remove: lets you remove the profile image.
- Name: lets you enter the staff member's first name.
- Last name: lets you enter the staff member's last name.
- Email: lets you enter the staff member's email address.
- Receive Marketing Messages: tick this checkbox to opt the staff member in on marketing communications that you send.
Login details
- Username: lets you enter a unique identifier for the staff account.
- Password: lets you enter a word or phrase that the staff member uses to access their account.
- Confirm Password: lets you re-enter the password for verification that it was entered correctly.
Roles and notifications
Tick the checkboxes for the roles that apply to the staff account.
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Roles assign functional abilities to the staff member. The role will define what the staff member can see and do within DecoNetwork, in accordance with the following table:
Role Function Administrator - Access to all areas of the system, including the Admin area to configure fulfillment settings and all sections of Business Hub.
Websites Manager - Access to the Websites section of the Admin area.
- Can manage all websites and create new websites and campaigns.
- Can access the cookie consent options
Web Developer - Can only manage the online store associated with the Fulfillment Center.
- Cannot access any affiliate stores.
- No access to Business Hub.
- No access to fulfillment settings.
Products Manager - Access to the Products section of the Admin area.
- Can manage catalog selection, edit, and create products.
- Can add and configure product brands
Stock Designs Manager - Access to the Stock Designs section of the Admin area.
- Can manage stock designs selection, edit, and create stock designs.
- Can manage stock design collections.
Decoration Process Manager - Access to the Decoration Processes section of the Admin area.
- Can manage the configuration of decoration processes, including setting availability and pricing.
Marketing Manager - Access to the Marketing section of the Admin area.
- Can create coupons and gift certificates and manage customer sync integrations.
Settings Manager - Access the Settings section of the Admin area
- Can access all Admin settings except payment methods.
Payment Methods Manager - Access the Settings > Payment Methods section in the Admin area.
- Can configure payment gateways and create and manage manual payment methods.
Reports Manager - Access the Dashboard of the Admin area
- Access to the Reports section of the Admin area.
- Can export all available reports.
Sales Manager - Business Hub access only.
- Can create and edit quotes/orders in Business Hub and may assign them to sales staff members.
- The Dashboard allows views of other staff members' performance.
- May view the production overview.
- Can add, view, edit, delete, merge and move customers.
- May generate and send customer account statements.
- May access the record payments node.
- Can process refunds
- No access to Admin settings.
Sales Team Member - The Dashboard shows the sales staff member's own sales and quote performance.
- Can only process quotes and orders in Business Hub that are assigned to them.
- May view production overview for orders and quotes to which they are assigned.
- Can process refunds
Production Manager - Business Hub access only.
- Production overview shows the performance of all orders.
- Can process all production items or can assign them to any production staff member.
Production Team Member - Can only process production items assigned to them.
- May access all order information required to produce the order.
- May record waste and mark as job complete / partially complete, and set internal job notes.
- May not edit the order.
- No access to Admin.
Artwork Manager - Can process any artwork approval and assign artwork jobs to artwork staff members.
Artwork Team Member - Can process any artwork approvals.
Purchasing - Can process purchase orders by accessing the Purchase Orders node in Business Hub.
- May view the status of all outstanding orders.
Shipping - Business Hub access to the shipping node.
- The overview shows orders yet to be shipped.
- Can manage all shipping functions.
Approve payments - May only access and process Approve Payments node in Business Hub.
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Notifications: lets you choose the email notifications that are sent to the staff member via their role assignment. Notifications are available for staff members with Admin, Sales Manager, and Purchasing roles. Untick the Use Default Notifications checkbox to choose the notifications that you want the staff member to receive.
Administrator Notifications
Sales Manager Notifications
Sales Team Member Notifications
Production Manager Notifications
Artwork Manager Notifications
Purchasing Notifications
Walkthroughs
- Show Walkthroughs: enables interactive tutorials that guide staff members on their first visit to the different parts of DecoNetwork.
- Reset Walkthroughs: tick this checkbox to reset the walkthroughs if they are enabled.
- Show Videos: enables videos that show the staff members, on their first visit, how to use different parts of DecoNetwork.
- Reset Videos: tick this checkbox to reset the videos if they are enabled.
- Click Save.
Comments
1 comment
Hello, Is there an option to hide the customer list from sales team members?
Whenever we hire new sales team members and give them their username and password to take orders on new orders on or off-premises, they are able to see companies' existing customer lists upon creating quote or an order. How can you prevent that so they can only access to customers they took not companies?
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