User accounts and roles
Give staff their own logins, decide which stores they can open, and what each role is allowed to do.
User Accounts (in the left menu, and in the menu under your email) is where you manage who can log in to Flux for your organization. People who only need their name on tickets, such as technicians, are team members instead and are managed under Settings.
There is no limit on the number of user accounts.
Roles #
| Role | What they can do |
|---|---|
| Owner | Everything. One per organization; the person who signed up. Only the owner can transfer ownership or grant the Billing admin role. |
| Billing admin | Everything an Admin can do, plus Billing: adding a card, changing plans, and the customer portal. |
| Admin | Edit Settings, see the website API key, add and edit part numbers, and manage user accounts. |
| Staff | Day-to-day work: work orders, customers, appointments, inventory lookups, reports. Settings are read-only and User Accounts is not available. |
Adding a user #
- Open User Accounts.
- In the Add a user account card, enter the person's Email and a Temporary password of at least 8 characters. Tell them the password; they can change it under My Account after logging in.
- Choose a Role.
- Tick the stores they may log into under Store access. In a single-store organization there is only one box.
- Click Add user account.
If the email already belongs to someone in your organization, Flux links that existing user to the stores you ticked instead of creating a second account. Leave the password blank in that case.
Note: An email can only be used by one organization. If you see "That email is already in use by another organization", the person needs a different address.
Changing access #
Use the Show users at filter to view everyone, or just the people at one store.
- Edit changes the email, sets a new password, or reactivates an inactive account via the Account is active box.
- In the single-store view, the role dropdown changes the person's role at that store, and Remove from {store} takes away access to that store only. Removing their last store deactivates the account. A role change takes effect the next time the person logs in.
- In the all-stores view, Deactivate switches the account off everywhere. Nothing is deleted; use Edit to reactivate later.
The owner cannot be deactivated. Transfer ownership first.
Transferring ownership #
Only the owner sees Make owner next to another user. It is immediate: the other person becomes the owner, and you become an admin. Only the new owner can hand it back.
Passwords #
Users change their own password under My Account. If someone is locked out, an admin can set a new one with Edit on this page, or the person can use Forgot your password? on the login page.