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Users, Roles and Types of Access

Overview

Control user access and permissions in the the FastSpring App.

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

Accountant: Same permissions as Administrator user created for a new account with 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 Administrator: Same control over a single Store as an Account Administrator, but 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 Maintainer: 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 and the Coupons menu.
Store Marketing (Without Reports): In addition to order information, this user has access to the Coupons menu but cannot access the Reports menu.
Store Reporting: In addition to order information, this user can access to 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.
 
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 imageUser-added image  
Store Order Support    User-added image   

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. 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.

     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 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 .
  5. Click OK when prompted to confirm that you want to re-enable access for the user.

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