Add, edit, and remove users on your account

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Introduction

Managing users on your Anrok account involves three key actions: adding users to your account, editing user permissions, and removing users from your account. Adding a user to Anrok grants them access and privileges within the account, allowing them to interact with all of Anrok’s features and your company’s data. Editing user permissions changes their ability to change other user’s level of access, while removing a user revokes their access, ensuring security and compliance.

Note CleanShot_2024-04-30_at_16.01.40_2x-removebg-preview.png

Only users with the Admin role can add users to your account, edit user permission levels, or remove users from your account.

 

 

Add users to your account

You can add new users to your Anrok account if there are additional members of your team who need to access or update the information present in Anrok.

Try adding a user to your account in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Settings. Take me there!
  2. Next to Team, click Add user.
  3. Under Email address, enter the new user’s email address.
  4. Under Permission level, select one of the following options:
    • editor_role_anrok.png — Has access to see all your company's data in Anrok (i.e. customers, transactions, and returns) and can edit data when editable.
    • admin_role_anrok.png — Has access to see all your company's data in Anrok (i.e. customers, transactions, and returns) and can edit data when editable. Can also add and remove team members.
  5. When you are finished, click Send invite.

 

 

Edit user permission levels

You can quickly change a user's level of access in Anrok if the user has changed roles in your company or otherwise needs their permission level updated.

Try editing a user’s permission level in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Settings. Take me there!
  2. Under Team, click the Options Menu button anrok_option_menu.png next to the user you want to edit.
  3. Click Edit user, then under Permission level, select one of the following options:
    • editor_role_anrok.png — Has access to see all your company's data in Anrok (i.e. customers, transactions, and returns) and can edit data when editable.
    • admin_role_anrok.png — Has access to see all your company's data in Anrok (i.e. customers, transactions, and returns) and can edit data when editable. Can also add and remove team members.
  4. When you are finished, click Update permissions. 

 

 

Remove users from your account

You can readily remove a user from your Anrok account if they have changed roles in your company, left your company, or otherwise should not have access to Anrok moving forward.

Try removing a user from your account in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Settings. Take me there!
  2. Under Team, click the Options Menu button anrok_option_menu.png next to the user you want to remove.
  3. Click Remove user, then select Remove user to confirm.

 

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