Managing Users and Permissions

Control who has access to your wallmarkets account and what they can do.

User Roles Overview

wallmarkets offers different permission levels:

Owner

• Full account access
• Add/remove users
• Manage billing
• Delete account
• Change all settings

Administrator

• Manage users (except Owner)
• Full operational access
• View all reports
• Configure settings
• Cannot access billing

Manager

• Create and manage deliveries
• Process returns
• View reports
• Manage products
• Cannot add users

Staff

• View deliveries
• Process orders
• Basic reporting
• Limited editing
• Read-only on most settings

Viewer

• Read-only access
• View dashboards
• Generate reports
• No editing permissions
• Good for stakeholders

Adding New Users

1. Go to Settings > Users
2. Click Invite User
3. Enter email address
4. Select role
5. Add optional personal message
6. Click Send Invitation

The user receives: - Email invitation - Link to create password - Instructions to get started - Overview of their permissions

Managing Existing Users

Edit User Permissions

• Click on user name
• Change role from dropdown
• Click Save Changes
• User receives notification

Deactivate User

• Temporarily remove access
• User cannot login
• Data remains intact
• Can reactivate later

Remove User

• Permanently remove from account
• User loses all access
• Actions remain in history
• Cannot be undone

Permission Matrix

Feature	Owner	Admin	Manager	Staff	Viewer
View Dashboard	✅	✅	✅	✅	✅
Create Deliveries	✅	✅	✅	✅	❌
Process Returns	✅	✅	✅	✅	❌
Manage Products	✅	✅	✅	Limited	❌
View Reports	✅	✅	✅	Limited	✅
Manage Users	✅	✅	❌	❌	❌
Billing Access	✅	❌	❌	❌	❌
API Access	✅	✅	❌	❌	❌
Settings	✅	✅	Limited	❌	❌

Custom Permissions

For Enterprise plans: - Create custom roles - Define specific permissions - Set granular access controls - Create department-specific roles

Team Organization

Best practices: - Use descriptive user names - Assign roles based on actual needs - Review permissions quarterly - Remove inactive users promptly - Document role assignments

User Groups

Organize users into groups: - Sales Team: Delivery creation focus - Customer Service: Returns processing - Management: Full reporting access - Warehouse: Inventory focus

Audit Logging

Track user activities: - Login/logout times - Actions performed - Changes made - Reports accessed - Settings modified

View logs: 1. Go to Settings > Activity Log 2. Filter by user, action, or date 3. Export for compliance

Security Settings

Force Password Reset

• Require all users to update passwords
• Set expiration periods
• Enforce strong password rules

Two-Factor Authentication

• Require 2FA for all users
• Optional or mandatory by role
• Multiple authentication methods

IP Restrictions

• Whitelist specific IP addresses
• Block access from certain locations
• Geo-fencing for sensitive data

Onboarding New Users

Checklist for new team members: - [ ] Send invitation email - [ ] Assign appropriate role - [ ] Schedule onboarding call - [ ] Share relevant documentation - [ ] Add to team channels - [ ] Verify first login

Offboarding Users

When someone leaves: - [ ] Deactivate account immediately - [ ] Transfer ownership of items - [ ] Download their activity log - [ ] Remove from integrations - [ ] Update team contacts - [ ] Archive their data

Bulk User Management

Import multiple users: 1. Download CSV template 2. Fill in user details 3. Upload file 4. Review and confirm 5. Invitations sent automatically

Troubleshooting

User didn't receive invitation? - Check spam/junk folder - Resend invitation - Verify email address is correct - Try alternative email

User can't access certain features? - Check their role permissions - Review custom restrictions - Ensure account is active - Contact support if needed

Best Practices

✅ Follow principle of least privilege ✅ Regular permission audits ✅ Document role assignments ✅ Remove inactive users ✅ Enable 2FA for all accounts ✅ Use groups for easy management

Compliance

User management supports: - SOC 2 compliance requirements - GDPR data access controls - HIPAA if handling protected data - PCI DSS for payment access

Need More Control?

Enterprise features: - Single Sign-On (SSO) - SAML integration - Active Directory sync - Advanced audit logs - Custom compliance reports