Adding additional users or collaborators
Need to add additional users or staff to your EasyRoutes account and give them access to route planning and dispatch tools?
Click either link below for further details specific to the EasyRoutes product you're using:
EasyRoutes for Shopify
EasyRoutes for Shopify does not offer role based permissions, so application access is granted at the Shopify store application level and all users have the same level of access to EasyRoutes itself.
Any additional users or collaborators need to be added in your Shopify account with the appropriate permissions. Once they have access to your Shopify account, they can access EasyRoutes from the Apps section like the primary store account. There's two ways to achieve this:
- Staff access: You can add staff accounts to your store, allowing your team members to complete various tasks within your Shopify admin. Staff accounts can be assigned specific permissions, giving you control over what your staff can view and do in your Shopify admin or Shopify POS. Adding additional staff accounts is only available on the Shopify plan and higher. The Basic Shopify and Shopify Starter plans don't support adding staff accounts. The number of staff accounts that you can add depends on the pricing plan your store is on, and the store owner isn't counted towards the staff account limits. See Shopify's documentation on staff accounts for full details and instructions on how to enable staff account access.
- Collaborator access: You can use collaborator accounts to give Shopify Partners (i.e. developers, freelancers, and/or agencies) access to your Shopify admin directly through their own Partner Dashboard or using the Shopify app. Collaborator permissions give Partners access to only the sections of your store that you want them to access. These accounts don't count towards your store's staff limit. See Shopify's documentation on collaborator accounts for full details and how to grant collaborator access to your store.
EasyRoutes for Web
EasyRoutes for Web allows you to add users to your organization as a Member role (default additional user role with limited access to billing/subscription and user invite permissions) or an Admin role (must be enabled by an existing Admin, allows all account permissions).
To add users to your organization, click your store's name in the top right-hand corner of EasyRoutes for Web, and select Organization settings:
You'll be taken to a table containing all active users. Click the Invite user button at the top of the table:
Input the email address of the user you'd like to add, and click Send invite:
The new user will receive an email containing a link to login to EasyRoutes for Web (this link will be valid for 7 days after it's sent) and will be listed as Invited in your active user table until they accept.
Once a new user has accepted their invite via this link, they will be able to login from the EasyRoutes for Web homepage using the email address they were invited from. Any new users will also be listed in your active user table under a Member role. Hover over their name and click Additional actions (three dots icon) to either upgrade the user to an Admin role, or delete the user from your organization:
