Creating, Deactivating, and Reactivating a User

To create a new user, navigate to** Settings** → Company → Users → Create.
Fill in the user information in the dialog box. A password will be generated automatically, but you can set it manually.
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.
Select Create.



The number of users you can create depends on your subscription plan.

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



After deactivation, the user will lose access to the account until it is reactivated.

To reactivate a user, follow these steps:

In the Users section, go to the Filter menu in the upper right corner and select No in the Active field.
Select Apply to filter users.
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.

You can change a user’s password manually or generate a new one automatically by selecting the lightning icon. The user’s email cannot be changed.

Roles Tab

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

The functionalities available to a user in the Pricer24 system will vary based on their assigned roles.

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.

Updated on: 28/08/2024