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Users, Roles and Types of Access

Configure multiple users for your account. Each user can log on to the FastSpring App with a unique username and password with an appropriate Role to control which areas of the FastSpring App and features each user can access.

  • Only users whose role is Administrator can create, change, or disable other user accounts.
  • Any user can change their own password.

Roles and Access Rights

  • Administrator: Full access to make changes to the Store and the account.
  • Accountant: Full access to order information, the Account Balance tile, payment information, and the Reports menu.
  • Store Administrator: Account Administrator access to a single store. However, they do 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 Maintainer: Access to all functionality 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 private information, such as sales reports.
  • Store Marketing (With Reports): Full access to order information, the Reports menu and the Coupons menu.
  • Store Marketing (Without Reports): Full access to order information, the Coupons menu.
  • Store Reporting: Full access to order information and the Reports menu.
  • Store Order Support: Perform order-related activities, including an order search, refunding an order, looking up a license code, and processing a purchase order. Has read-only access to product catalog to add / modify products for custom orders. This role hides all other functionality of your Store from the user.
  • Sales Representative: Access the Quotes page to create and manage quotes, invoices, custom orders, and quote-driven orders.
Accounting

/ Payments

Storefronts Products Promotions Sales Reports Integrations Settings Quotes
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Store Maintainer check mark check mark check mark check mark check mark check mark
Store Marketing (With Reports) check mark check mark check mark check mark
Store Marketing (Without Reports) check mark check mark check mark
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Store Order Support check mark check mark
Sales Representative check mark

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 Add User.
  3. On the Add User page, select a Role from the drop-down menu.
  4. In the Full Name section, enter the First Name and Last Name.
  5. In the Login Email field, enter the email address.
  6.  Click Create to complete the setup.

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

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.

    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 Add Role.
  6. The Add Role popup window appears; click the drop-down next to Choose Role and select the desired role.
  7. Click Add to complete the change.

Disable 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 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.

Re-enable a Disabled User

  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. Select the user whose access you want to re-enable.
  4. Click the Options menu again and select Enable.
  5. Click OK when prompted to confirm that you want to re-enable access for the user.