Manage users across all locations in the company.

Select the Users icon on the left-side navigation bar.

Add New User

Select the + New User button in the top right corner.

Fill out the New User information. Select the new user’s User Type. If the user role selected is an HQ role (e.g. HQ Admin), a checkbox will appear to display the HQ user in the Shop user list. When this box checked, this HQ user can be @mentioned, track hours, or be assigned to orders in the locations that they have access to. Select Next.

Select the location(s) that this user will have access to. Select between All Locations or a Subset of Locations.

If you want to provide a user with access to all existing and future locations within a company, select All Locations. Then select which Company or Sub-company you’d like to provide access to.

Please Note: When All Locations is selected, the user will have access to all existing and future locations under the specified company or sub-company.

If you want to provide a user with access only to specific locations within a company, select Subset of Locations. Select which Company or Sub-company you’d like to view the location options for. Search or filter the list and select the checkbox next to the locations.

Select an existing user role or select + New Custom Role. Please Note: If the new user has a User Type of HQ Admin, the User Role and permissions will be automatically selected.

• If you select an existing user role, the set permissions for that role will auto-populate
  • If any changes are made to the permissions of an existing user role, a new custom role will automatically be created
• If you select + New Custom Role, provide the new custom role a name and select preferred permissions for this role

All permissions are customized through user roles. Check out our help center article User Roles & Permissions to learn more. Select Next.

Set the new user’s rates and commissions. Select Create.

View & Edit Users

View all users from multiple locations on one page. Select Customize to choose which user data is displayed in the table.

• First Name

• Last Name

• Phone

• Email

• Role

• Location Access

• Visible in Shop

• Last Viewed Location

• Rate

• Registration Date

Select Filters to select which data is included.

• Roles

• Location Access

• Last Viewed Location

• Registration Date

User Visibility in Shops

Shop users are automatically displayed in shop user lists. HQ users can be displayed if they need to be @mentioned, track hours, or be assigned to orders.

Select the Settings tab on the HQ Users page.

By default, any user displayed in shops will only appear in locations they have access to and are directly owned by the company assigned. Toggle on Display in All Assigned Locations to display these users in all locations they have access to, which may be across companies.

Related Articles

• Getting Started: Shopmonkey HQ

• Shopmonkey HQ: Locations

• Shopmonkey HQ: Reports

• Shopmonkey HQ: Settings

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!