Customers and Users¶

Creating a User¶

1. Navigate to the Users admin page by clicking Users under the Settings category from the Shuup Admin menu.

2. Click the New User button on the Users admin toolbar.

   

3. Enter a valid username and password for the user as well as any other user information, including the Staff User checkbox. A Staff user has the ability to login in the admin panel.

4. Then click the Save button in the to create the user account.

   

Creating a User From a Saved Contact¶

1. Navigate to the Contacts admin page by clicking Contacts under the Contacts category from the Shuup Admin menu.

   

2. Select the contact for which you want to create a user account.

   

3. Click the Options button on the Contact admin toolbar and select New User.

4. Enter the new user’s username and password information and click Save to create the user account, which will now be associated with the selected contact information.

   

   See Creating a User for more information.

Managing User Passwords¶

Editing User Permissions¶

1. Navigate to the Users admin page by clicking Users under the Settings category from the Shuup Admin menu.

2. Select the user whose permissions you want to edit.

3. Click the Actions button on the user admin toolbar and select Edit Permissions from the dropdown menu.

   

4. Check the permission levels that want to grant the user and click the Save button to save the user’s permissions.

   

See Permission Groups for more information on how to create and manage Permission Groups.

Deactivating a User¶

When users are deactivated, they remain in your system however they will no longer be able to log in to their account and by default are not displayed when first opening the Users admin page.

To deactivate a user:

1. Navigate to the Users admin page by clicking Users under the Settings category from the Shuup Admin menu.

   

2. Select the user you want to deactivate.

   

3. Click the Deactivate User button on the user admin toolbar.

   

4. The user will now be deactivated, and the Deactivate User button will be replaced with an Activate User button.

Creating a Permission Group¶

1. Navigate to the Permission Groups admin page by clicking Permission Groups under the Shops category from the Shuup Admin menu.

2. Click the Create New Permission group button on the Permission Group admin toolbar.

3. Enter a name for the group, select any users that should be members of this group. You can also set the group for a user while editing it.

   

4. go through all the permissions sections and check the features you want to give permission.

Note

On every permission section, you will see Module permission and Features permissions. If you give the Module permission, it will tell to Shuup that the user can access the module as a whole. Users will be able to access the module through the main menu for example.

You can also give specific features permissions that will enable users to create, delete, list objects and other features that the module provides. You can give permission for the features and have the Module permission disabled at the same time. Disabling the module permission won’t interfere on the feature permission as they are complements of each other.

One example for this is when you want to allow users to create customers while they are creating an order, but you don’t want them to access the customer list through the main menu. On this case you disable the customer module permission and enable the customer edit feature permission.

The buttons Select all permissions and Deselect all permissions will check or uncheck all the permissions which can be helpful when you want to disable just a few permissions for the user.

5. Click Save to save the permission group settings.

See Editing User Permissions for more information on how to set specific permissions for a single User.

Creating a Contact¶

1. Navigate to the Contacts admin page by clicking Contacts under the Contacts category from the Shuup Admin menu.

   

2. Click the New Person or the New Company button on the Contacts admin toolbar.

3. Enter all basic details for the contact, including any required fields.

   

4. Click the Save button to create the contact.

Editing a Contact¶

1. Navigate to the Contacts admin page by clicking Contacts under the Contacts category from the Shuup Admin menu.

   

2. Select the contact that you want to edit.

   

3. Click the Edit button in the contact admin toolbar.

   

4. Edit the user’s information.

5. Click the Addresses tabs on the left-hand side of the screen to enter billing and shipping address information for the contact.

   

6. Click Save to save the contact’s information.

   See Creating a Contact for more information.

Editing Company Membership¶

1. Navigate to the Contacts admin page by clicking Contacts under the Contacts category from the Shuup Admin menu.

   

2. Select the company contact whose membership you want to edit.

   

3. Click the Edit button in the contact admin toolbar.

   

4. Under the Members field input, type the name of the person contact you wish to add to the company. When the name appears in the dropdown, click to add to the input field.

   

5. Click save to update the company’s memberships.

Creating a Contact From a User Account¶

1. Navigate to the Users admin page by clicking Users under the Settings category from the Shuup Admin menu.

   

2. Select the user whose permissions you want to edit.

   

3. Click the Actions button on the user admin toolbar and select Create Contact from the dropdown menu.

   

4. Fill in the user’s contact information, including any required fields, then save to create a saved contact for the user.

5. The contact will now be created and you will be taken to the new contact’s admin page.

   Click the user’s username to go back to the user’s admin page.

Deactivating a Contact¶

When contacts are deactivated, they remain in your system however they will no longer be able to log in to their account and by default are not displayed when first opening the Contacts admin page.

To deactivate a contact:

1. Navigate to the Contacts admin page by clicking Contacts under the Contacts category from the Shuup Admin menu.

   

2. Select the contact you want to deactivate.

   

3. Click the Deactivate Contact button on the contact admin toolbar.

   

4. The contact will now be deactivated, and the Deactivate Contact button will be replaced with an Activate Contact button.

Creating a Contact Group¶

1. Navigate to the Contact Groups admin page by clicking Contact Groups under the Contacts category from the Shuup Admin menu.

   

2. Click the Create new button in the Contact Groups toolbar.

   

3. Select a name for your contact group.

4. Click the Save button to save your contact group.

   Once the contact group has been saved, two new tabs will be automatically added to the group’s admin page–a Members tab and one or more Sales Range tabs.

Editing Group Membership¶

Creating a Sales Range¶

Contact group sales ranges can be used to automatically assign customer contacts to contact groups based on their sales totals.

This can be useful if you want to target different sales levels for special campaigns or offer special discounts or promotions.

1. Navigate to the Contact Groups admin page by clicking Contact Groups under the Contacts category from the Shuup Admin menu.

   

2. Select the contact group to which you want to add a sales range.

   

3. Click the (Shop Name) - Sales Ranges tab on the left-hand side of the screen, where (Shop Name) is the name of the shop to associate with the sales range.

   

4. Enter a minimum and maximum value for the group’s sales range.

   

   Note

   Leave the maximum value blank to set no maximum for the group.

   Set the minimum value to 0 to set no minimum for the group.

5. Click Save to save the contact group sales range. Contact group membership will automatically update based on customers’ sales totals.