1. Go to User Settings
Navigate to Settings → User Settings in your OneShop admin dashboard.
2. Add a New User
Click “Add User”.
Enter the following details:
First Name
Last Name
Email Address
Display Name (this will appear across the platform and as the sender name in emails)
You can skip setting a daily outreach goal or weekly sales goal (optional).
3. Assign Store Access
Under Store, select where the user should have access:
All Group: Grants access to all store locations (recommended for managers or multi-location roles).
Specific Location: Assign access only to a particular store (e.g., "Boston").
🔹 Note: If you only have one store, selecting All Group is sufficient.
4. Save and Add the User
Click “Add User” to save the user in the system.
At this point, the user is added but not yet invited to log in.
5. Send the Welcome Email
Find the new user in your list.
Click “Send Welcome Email” (right-hand side).
This will send a link for the user to:
Create a password
Log in at app.oneshopretail.com
6. Edit User Information (Optional)
Click the pencil icon next to a user to:
Update their name
Change their display name
Modify store access or any other details