tutorial 2 min
Shop Information
This guide explains how to complete each section of your Shop Information — Business Information, Finance & Payments, and Logistics & Operations.
Add a New User
- Go to Administration → User Management → Create User
Create User - Email address: Use a work or professional email, not a personal or group one, for security and accountability.
Can't be changed once the user is created - to fix a wrong address, create a new account with the correct one and disable the old one.
- Role: Assign an existing role or select + Add New Role to build a custom one by ticking the permissions it needs. Role determines what a user can access. e.g. only Administrators and Shop Managers can add or edit users and only Administrators and Default roles can view the Insights Dashboard and export data.
Select a Role 
Custom Roles - Selecting Permissions - Click + Create User. The new user appears in the User Management list.
Disable a User
- Go to Administration → User Management → Find the user and click the pencil icon on the right.
Edit the User - Toggle User Status off, then Save. Status changes to Inactive.
Deactivating the User 
Inactive Status
Change Your Password
- In Okta SSO, click into your profile (top-right) → Account Settings → Edit Profile.
Edit Profile - Enter your current password, then your new password, then confirm it.
Create New Password - Click Change password. You'll get a confirmation once it's done.