If you want several people to be able to use Outvio simultaneously with different roles, we recommend using the multi-user functionality (available on the Conquer plan). This way you can decide on which people can access Outvio and what each of them can do.
You can add up to ten users for free. If you need to add more users, please contact us.
We will go through four different user roles available in Outvio one by one.
Administrator equals the owner of the shop. This means the shop's administrator has the access to all the account information and if needed, can edit/ change data or set up the application features. There can be more than one administrator per account. Every person who signs up in Outvio gets automatically the administrator role assigned.
Manager has all the functionality of the Administrator, except for being able to create or edit the information of the users.
Warehouse role is related to everything that is associated with managing shipments. Users who have this role can process orders using all the different features (Picking List, Shipping queue, Tracking tab, Returns tab). They do not reach the information displayed on the Dashboard, nor Analytics, nor do they get notifications about the incidents, or can see or change the account settings.
Customer Support users have all the information related to the shipments. They can see the orders, tracking history of the shipments, processed returns, and received incident notifications. Customer Support users do no see the information available on the Dashboard or Analytics. They can't process orders or view or edit the account settings.
The important changes of the account (e.g. changing the e-mail address and password in the User account section) can be made only by the administrator.
How to set up the different roles for your users?
STEP 1. Go to the User Management section.
STEP 2. Add the new user by filling in the necessary fields, decide on the user role and accessibility to the warehouses.
Keep in mind that you can add multiple warehouses per user when needed. In this way, if you assign one or more warehouses to a user, he/she will only have access to the orders and shipments that are managed from these warehouses.
After clicking on the "Save" button, an email will be sent to the user. In order to be finalised the set up of the user's account, he/she must confirm it by clicking on the link in the received email.
As a shop owner/administrator only you have access to the information displayed in the User management section. If necessary, you can always edit data/make changes.