How to Create a New Staff Account and Assign their Role

DecoNetwork makes it easy to add staff accounts and control exactly which areas of the system each team member can access. By assigning the correct role, you can simplify the software for your staff, reduce mistakes, and ensure everyone only sees what they need to do their job.

In This Article

• Prerequisites
• Why manage staff accounts and roles
• Step 1: Create a new staff account
• Step 2: Assign the correct role
• Step 3: Configure production-based access
• Step 4: Configure notification emails
• Best-practice tips
• Troubleshooting
• FAQs
• Additional Resources

Prerequisites

Why manage staff accounts and roles

• Keep the software simple for each team member
• Prevent accidental changes to sensitive settings
• Improve efficiency by focusing staff on their specific tasks
• Reduce unnecessary email notifications

Step 1: Create a new staff account

1. Go to Admin → Account → Staff Accounts.
2. Click New Staff Account.
3. Enter the staff member’s details.

Step 2: Assign the correct role

The most important step is assigning the correct role. The role determines which areas of DecoNetwork the staff member can access.

• Administrator – Full access to Admin, Websites, and Business Hub. Not recommended for most staff.
• Website Manager – Access only to website settings.
• Marketing Manager – Access only to marketing tools.
• Product Manager – Access only to products.

Most staff accounts are related to Business Hub roles.

Step 3: Configure production-based access

Business Hub is divided into three main areas:

• Sales & Service
• Production
• Customers

• Sales Manager – Access to Sales & Service and Customers.
• Production Manager – Full access to the Production section.
• Artwork Manager – Access only to artwork approvals.
• Purchasing – Access to purchase orders.
• Shipping – Access to shipping-related tasks.

If a staff member is assigned both Sales Manager and Production Manager, they will have access to all of Business Hub.

Step 4: Configure notification emails

Each staff account can receive email notifications, but enabling too many can quickly become overwhelming.

• Enable critical notifications such as Customer Notes and Order notifications for sales staff.
• Disable non-essential notifications that can be tracked directly in Business Hub.

Best-practice tips

• Give staff the minimum access required to do their job.
• Avoid assigning Administrator unless absolutely necessary.
• Use production assignments to filter orders for decorators.
• Regularly review staff accounts as your team changes.

Troubleshooting

• A staff member sees too much of the system: Review their assigned role and remove unnecessary permissions.
• A staff member can’t see orders: Confirm orders are assigned to them or their department/equipment.
• Too many emails: Adjust notification settings in the staff account.

FAQs

• How many staff accounts can I create?
  This depends on your plan: Standard, Premium, or Enterprise.
• Can one staff member have multiple roles?
  Yes. Combining roles expands their access within Business Hub.
• Do production staff see all orders?
  No. They only see orders assigned to them.

Additional Resources

• Staff Accounts
• Staff account role access and permissions