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Users, Roles and Types of Access

Overview

This article explains how to control user access and permissions in the Dashboard.

FastSpring allows you to configure multiple users for your account; each user can log on to the FastSpring App with a unique username and password, and with a "role" defined for that user. User roles let you control which areas of the FastSpring App and features each user can access.

 Note

Only users whose role is Administrator can create, change, or disable other user accounts. However, any user can change his or her own password.

Please click one of the following links to jump to the corresponding section of the document.

 

To Add a New User

  1. From the FastSpring App, select the Store's drop-down menu at the top right-hand corner, and then select Users.


     
  2. The Users page appears. Click .


     
  3. The Add User page appears.


     
  4. Click the drop-down selector in the Role field and specify the new user's role.
     
    RoleDescription
    AdministratorThis user account is no different than the initial Administrator user created for a new account. It has full access to make changes to the Store and the account.
    Accountant In addition to order information, this user has access to the Account Balance tile, payment information, and the Reports menu.
    Store AdministratorThis type of user has the same control over a single Store as an Account Administrator. However, it does not have access to payment methods, payment information, rate information, Store balance, or other account-level information. This user role is appropriate for someone who needs to set up and maintain the Store but does not or should not have access to financials.
    Store MaintainerThis user type has access to all functionality in the the FastSpring App for a single Store, except for reporting and accounting. This role allows you to grant access to employees or developers to allow them to make technical changes to the setup of your Store (such as updating products). It prevents them from seeing information that you might want to keep private, such as sales reports.
    Store Marketing (With Reports)In addition to order information, this user has access to the Reports menu, as well as the Coupons menu.
    Store Marketing (Without Reports)In addition to order information, this user has access to the Coupons menu. This user cannot access the Reports menu.
    Store ReportingIn addition to order information, this user can access to the Reports menu.
    Store Order SupportThis user can perform order-related activities, including an order search, refunding an order, looking up a license code, and processing a purchase order. This role hides all other functionality of your Store from the user.
     
  5. In the Full Name section, enter the new user's First Name and Last Name.
  6. In the Login Email field, enter the new user's email address.


     
  7.  Click  to complete the setup. FastSpring automatically emails the new user with a temporary password to use when the new user signs on.

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Roles and Access Rights at a Glance

The following table illustrates the access rights associated with each role.

 
 
Accounting
/ Payments
Storefronts
Products
Promotions
Activity
Reports
Integrations
Settings
Administrator*User-added imageUser-added imageUser-added imageUser-added imageUser-added imageUser-added imageUser-added imageUser-added image
Accountant*User-added image   User-added imageUser-added image  
Store Administrator User-added imageUser-added imageUser-added imageUser-added imageUser-added imageUser-added imageUser-added image
Store Maintainer User-added imageUser-added imageUser-added imageUser-added image User-added imageUser-added image
Store Marketing (With Reports)   User-added imageUser-added imageUser-added imageUser-added image 
Store Marketing (Without Reports)   User-added imageUser-added image User-added image 
Store Reporting     User-added image  
Store Order Support    User-added image   

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To Change the Role Assigned to an Existing User

  1. From the FastSpring App, select the Store's drop-down menu at the top left-hand corner, and then select Users.


     
  2. Select the user whose role you want to change.
  3. Click the Options drop-down menu at the top right-hand corner of the page and select either Add Role or Reset Roles:
    • If the user has access to one Store but not others, and you want to provide access to an additional Store (e.g., if you have upgraded from Classic Commerce to Contextual Commerce), choose Add Role and then skip to step 6. This option does not appear when the selected user already has permissions to each Store in the account, but in that case, you can still use Reset Roles to change those permissions.
    • If you want to completely change the user's permissions to a different set of access, choose Reset Roles.


     

     Note

    In addition to the Add Role and Reset Roles commands, you have the option to click Change to Account Administrator or Change to Company Accountant. If you select either of these options, click OK when prompted to confirm your selection, and you can skip the remainder of this procedure.
  4. If you clicked Reset Roles, click OK when prompted to confirm that you want to change the permissions.
  5. If you clicked Reset Roles, click the Options menu again, and select .
  6. The Add Role popup window appears; click the drop-down next to Choose Role and select the desired role.


     
  7. Click  to complete the change.

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To Disable an Existing User or Re-enable a Disabled User

If you need to disable a user's access (e.g., for someone leaving the company), please use the following simple procedure.

  1. From the FastSpring App, select the Store's drop-down menu at the top left-hand corner, and then select Users.


     
  2. Select the user whose access you want to disable.
  3. Click the Options drop-down menu at the top right-hand corner of the page and select Disable.


     
  4. Click OK when prompted to confirm that you want to disable the user's access. The user will no longer appear in the list of users by default.

If you need to view a list of disabled users or re-enable access for a user that has previously had access disabled, please use the following procedure.

  1. From the FastSpring App, select the Store's drop-down menu at the top left-hand corner, and then select Users.
  2. Click the Options drop-down menu at the top right-hand corner of the page and select View Disabled Users.


     
  3. If you need to re-enable access for a user whose access has been disabled, select the user whose access you want to re-enable.
  4. Click the Options menu again and select .
  5. Click OK when prompted to confirm that you want to re-enable access for the user.

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