Creating, Deactivating, and Reactivating a User

1. To create a new user, navigate to Settings → Company → Users → Create.
2. Fill in the user information in the dialog box. A password will be generated automatically, but you can set it manually.
3. Ensure that the Is active and Send e-mail checkboxes are selected. The generated password will be sent to the email address provided for the new user.
4. Select Create.

To deactivate a user, select Archive (see screenshot below):

To reactivate a user, follow these steps:

1. In the Users section, go to the Filter menu in the upper right corner and select No in the Active field.
2. Select Apply to filter users.
3. Find the user you want to activate and select Activate in their row (the account password will be the same as before deactivation).

Editing User Settings

To open the settings dialog, select Edit icon (see screenshot below):

A window with user settings will appear, featuring three tabs:

• Profile
• API Keys
• Roles

Profile Tab

This tab includes the user’s account details (email, first name, last name, password), language settings, and theme options: light or dark.

API Tab

For API use, we recommend creating a dedicated user specifically for data exchange. For more information on how Pricer24 integrates with the client’s accounting system, click here.

Roles Tab

This tab displays information about the roles assigned to a specific user. To modify roles, use the corresponding toggles.

My Products tab

This tab allows you to configure your user profile so that reports, dashboards, and other modules display only the products assigned to you, instead of all company products. For more information, see the guide “How to set up account personalization.”

Updated on: 01/10/2024