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HQ user management

How to manage your users if you manage the headquarters of a multi-site account

Kevin Cheav avatar
Written by Kevin Cheav
Updated over 3 months ago

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About

When you manage multiple stores in ABACUS , they are organized under a central "HQ" site, with each store functioning as a "child" site. Most staff are managed directly in their respective child sites, but specific users can be granted access to HQ or other child sites. Below is a guide on how to promote users to HQ, configure user access across different sites, and switch between sites.

Promote Users to HQ

To grant a user access to the HQ and other sites:

  1. Access User Details in the Child Site: Go to the User Details page of the staff member you wish to promote.

  2. Click Promote to HQ: This will begin the promotion process.

  3. Enter Admin Credentials: You will need to provide an admin username and password to confirm the promotion.

4. Configure User Access: After the promotion, a new User Access section will appear. Scroll down to set the user’s Access Type for other sites, including HQ.

5. User Access Upon Next Login: The next time the user logs into the backend, they will see the Default company they have access to, based on the settings configured.




Configure user access for different sites

To manage and view user access across multiple sites:

  1. Go to HQ Account: In your HQ account, navigate to Configuration > Partner Company.

2. Edit User Access for a Site: Click the pencil icon next to the specific site to view its Company Details.
3. Scroll Down to User Access: In the User Access section, you will see all the current users and their system roles for that site.

4. Add User Access: If you need to grant a user from another site access to this site, click Add User Access. Select the user and define the appropriate Access Type for this site.

IMPORTANT: YOU MUST NOT DELETE YOUR MAIN USER/ADMIN'S ACCESS.

Switching between sites

To manage multiple stores, you can easily switch between the sites you have access to:

  1. View Available Sites: All sites you have access to will be listed under Sites.

  2. Switch to Another Site: Your current site will be in bold. To switch, click the login button next to the desired site.

  3. Review User Access for the New Site: Once logged in, you can go back to the Company Partnership page to review and manage user access for that site as well.

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