Collapse Menu
Documentation
FastSpring App
Contact Support

Roles and Permissions

Table of Contents

Types of Roles

Account Administrators can assign roles to new users to limit their permissions. Each user can log on to the FastSpring App; their Role will dictate which parts of the App are accessible. Each user can edit their password. Only Administrators can create, update, or disable other accounts. 

RoleDescription
Account AdministratorThe user has full access to configure or edit the store and the account. This applies to all stores associated with the account, and the storefronts within them.
AccountantThe user has access to order information, your store’s account balance, and the Reports menu. 
Sales RepresentativeThe user can access the Quotes page to create and manage quotes, invoices, custom orders, and quote-driven orders. 
Store AdministratorThe user has access to configure or edit information in a specific store. Administrators do not have access to financial account information including: payment methods, payment information, rate information, and store balance. 
Store MaintainerThis user has access to all functionality in a specific store, except for reporting and accounting. 
Store Marketing (with Reports)This user has access to order information, and the Reports and Coupons menus. 
Store Marketing (without Reports)This user has access to order information and the Coupons menu.
Store ReportingThis user has access to order information and the Reports menu.
Store Order SupportThis user can perform order-related actions including order search, refunds, searching a license code, and processing a purchase order. This user has read-only access to the product catalog to add and modify products for custom orders. 

Store Permissions by Role

The following table displays which pages in the app each user has access to. 

 Accounting/ PaymentsStorefrontsProductsPromotionsSalesReportsIntegrationsSettingsQuotes
Administrator*check markcheck markcheck markcheck markcheck markcheck markcheck markcheck markcheck mark
Accountant*check mark   check markcheck mark   
Store Administrator check markcheck markcheck markcheck markcheck markcheck markcheck markcheck mark
Store Maintainer check markcheck markcheck markcheck mark check markcheck mark 
Store Marketing (With Reports)   check markcheck markcheck markcheck mark  
Store Marketing (Without Reports)   check markcheck mark check mark  
Store Reporting    check markcheck mark   
Store Order Support    check mark   check mark
Sales Representative        check mark

Add a New User

Follow the steps below to add a new user to one of your stores. Only Accountants and Administrators have access to all stores. You can repeat this process to add a user to multiple stores. 

  1. At the top, right corner of the FastSpring App, click the dropdown with your store name. Select Users
  2. In the Users page, click + Add User.
  3. In the Role drop-down, select the most appropriate role for the new user. If you have multiple stores, select the role under the applicable store name. 
  4. In the Full Name fields, enter the user’s first and last name. 
  5. In the Login Email field, enter the user’s email address. They will use this to log in to the store. 
  6. Click Create. FastSpring will email the new user with a temporary password for their first sign-in. 

Update a User’s Role

  1. At the top, right corner of the FastSpring App, click the dropdown with your store name. Select Users
  2. Click Change to account Administrator or Change to Company Accountant to give them account-level access. You can skip the remainder of the steps. Otherwise, select the applicable user to access their details page. Click Options > + Add Role or Reset Role.
    • Add Role: Select this option if you want to give the user access to an additional store. 
    • Reset Role: Select this option if you would like to change the user’s set of permissions in your store. Confirm your selection. Then, Click + Add Role
  3. In the Role drop-down, select the most appropriate role for the user. If you have multiple stores, select the role under the applicable store name. 
  4. Click Add to save your changes. 

Deactivate an Existing User

Deactivating an existing account removes that user’s access to your store. 

  1. At the top, right corner of the FastSpring App, click the dropdown with your store name. Select Users
  2. Select the applicable user to access their page. 
  3. At the top, right corner, click Options > Disable
  4. Click OK to confirm. 

Reactivate a User

You can reactivate a deactivated account at any time. 

  1. At the top, right corner of the FastSpring App, click the dropdown with your store name. Select Users
  2. Click Options > View Disabled Users. Select the applicable user. 
  3. Click Options > Enable
  4. Click OK to confirm. 

User Login Activity

When accessing a user’s page, Account Admins can access details of their most recent sessions in the app. 

  1. At the top, right corner of the FastSpring App, click the dropdown with your store name. Select Users
  2. Select the applicable user to access their page. At the bottom of the details page, the Recent Login Activity section lists all recent login attempts.