During the onboarding process, users will be assigned to their relevant store and will be granted access to specific roles. Roles example- Admin, Finance Manager, and Sales Manager. User Roles are preset as follows:. PMX Roles.pdf

During the onboarding process, users will be assigned to their relevant store and will be granted access to specific roles. Roles example- Admin, Finance Manager, and Sales Manager. User Roles are preset as follows: <a href="https://hsfiles.gorgias.help/gm/help-centers/19256/attachments/df3f1a4f-268f-4cd7-b76a-747de823e9ee.pdf">PMX Roles.pdf</a>

Roles

Locate the “Users tab” under “Settings” in the collapsible sidebar.

Locate the &#x201C;Users tab&#x201D; under &#x201C;Settings&#x201D; in the collapsible sidebar.<ol><li>Click &#x201C;User List&#x201D; under Users </li><li>Click Create User</li><li>Create username, password, and assign to the specified store</li></ol>

Creating a User

<ol><li>Click &#x201C;User List&#x201D; </li><li>Click on the Pen icon for the specific account you wish to modify </li><li>Change role or add/remove access</li><li>Click &#x201C;Save&#x201D; to update changes</li></ol>

Change Access for Specific Users

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Users have different authority levels and access depending on their given roles. Click here to learn more.

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