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Invite and manage showroom users

Invite buyers and brand admins to your showroom, edit their role, resend pending invitations and remove users from the Users page.

  • Brand admin
  • Needs View showroom management, Update showroom management
  • Not verified yet

Under review. This page is published while we check it against the live app, so some details may have changed.

The Users page lists everyone who has been invited to your showroom, both Buyer and Admin users. From here you invite new users, change their role, resend invitations that are still pending and delete users.

Permission: VIEW_SHOWROOM_MANAGEMENT,UPDATE_SHOWROOM_MANAGEMENT

ShowroomUsers

Before you start

  • Initialise the showroom first. See Activate and configure your showroom.
  • The showroom management view permission lets you see the list. The showroom management update permission is needed for Invite and for the row menu (Edit User, Resend invitation, Delete).

Read the users list

The table has these columns: Email, Name, Role Type, Roles, Status, Invited At. The Status column shows one of:

  • Pending: the invitation was sent but not yet accepted.
  • Activated: the user has joined the showroom.
  • Deactivated: the user has been deactivated.

To find a user, type in Search by name.... Use the sort selectors to order the list by Email, Name or Date Created, then click Reset to go back to the default order (newest first). The list shows 10 users per page.

Invite a user

  1. Click "Invite"

    Click Invite at the top of the Showroom Users page.

  2. Enter the email

    Type the email address in Email. It is required and must be a valid address.

  3. Choose the role type

    In Role Type, select Buyer or Admin. This field is required.

  4. Complete the fields for the role type

    For a Buyer, optionally enter the Company Legal Name. If the user already has a company name, the existing data is used. For an Admin, select at least one role in User Roles.

  5. Click "Invite"

    Click Invite at the bottom of the card. You return to the users list, where the new user appears with the Pending status.

Note

For an Admin, the form shows the error "At least one user role is required for admin users." until you select a role.

Edit a user

  1. Open the row menu

    On the user's row, open the row actions menu and click Edit User.

  2. Change the details

    On the Edit User page, change Email, Role Type or User Roles. Switching to Buyer clears the selected roles; Admin needs at least one role.

  3. Click "Update"

    Click Update. You return to the users list.

Resend an invitation

On a row with the Pending status, open the row actions menu and click Resend invitation.

Delete a user

  1. Click "Delete"

    Open the row actions menu and click Delete.

  2. Confirm

    In the Delete Showroom User window, read the question "Are you sure want to delete the user from the showroom users?" and click Delete. Click Cancel to keep the user.

Troubleshooting

The Invite button and the row menu are missing. Your account has the view permission only. Ask your Brand Admin for the showroom management update permission.