Skip to content
theopsroom Guide

Manage users (roles, reset links, disable, delete)

Admin → Users lists everyone who can sign in: their role, how they sign in (Password, Google or both), whether they’re Active or Disabled, and their last login. Only admins can open it.

The Users list with a person, a role dropdown, Change client, Reset link and Disable
  1. 1. Each person’s name and email.
  2. 2. Change a team member’s role between Staff and Admin.
  3. 3. Move a seller login to another client.
  4. 4. Make a link to set a new password.
  5. 5. Stop this person signing in (and Enable to let them in again).
Tap or click the picture to open it full size.

Steps

Section titled “Steps”

Change someone’s role

Section titled “Change someone’s role”
  1. In the Role column, choose Staff or Admin for that person.
  2. It saves at once. You see “Sam Lim is now Admin.” (with their name and new role).

A seller’s role can’t be changed. It shows “Seller · Kōrin Skincare” (with their client) and a Change client link; see Move a seller to another client.

Section titled “Make a password reset link”
  1. Click Reset link on the person’s row.
  2. The window “Reset link for …” opens: “Send this link to them — it works once and expires in 24 hours.”
  3. Click Copy, then Done, and send it to them. They set a new password with it (see Set a new password).

Change someone’s email

Section titled “Change someone’s email”

Click Change email on their row (and Activity to see their password and email history). See Change someone’s email.

Rename someone

Section titled “Rename someone”

Click Rename on their row, change the Name and save. You see “Sam Lim is now Sam L.” (the old name, then the new one).

Set someone’s Ask limit

Section titled “Set someone’s Ask limit”

Ask limit on a row sets how many questions that person may ask the in-app Ask feature each day. Leave it empty to use the company’s daily limit. See Ask the guide.

Stop someone signing in

Section titled “Stop someone signing in”
  1. Click Disable. You see “… can no longer sign in.” They’re signed out everywhere, and any reset link they had stops working.
  2. To let them in again, click Enable. You see “… can sign in again.”

Delete a login

Section titled “Delete a login”
  1. Click the bin on the person’s row. (There’s none on your own row.)
  2. Choose what happens to their name on past records:
    • Keep their name on past records (the default): history still says who did what, e.g. “Packed by Sam Lim”.
    • Remove their name from past records: history shows “Deleted user” instead. This can’t be undone.
  3. Click Delete user. You see “… was deleted.”
The delete window: keep or remove their name on past records, and Delete user
  1. 1. Keep their name on past records, e.g. “Packed by Sam Lim”.
  2. 2. Or show “Deleted user” instead. This can’t be undone.
  3. 3. Delete the login.
Tap or click the picture to open it full size.

They leave the list and can’t sign in. Stock, orders and returns don’t change. Their email can be invited again later.

What each button and field means

Section titled “What each button and field means”
Item What it means
Role Staff or Admin. Sellers show “Seller · client”.
Sign-in How they sign in: Password, Google, Password · Google, or — when theopsroom has none recorded.
2FA: App / 2FA: Email / 2FA: Not set up How the person’s second sign-in step works.
Reset 2FA Clears their two-factor sign-in so they set it up again. See Lost phone? Reset someone’s 2FA.
Email confirmed / Not confirmed Shown beside Sign-in. See Change someone’s email.
Rename Change the name shown for them.
Ask limit A personal daily limit for the in-app Ask feature.
Change email / Activity Change their sign-in email; read their password and email history.
Status Active or Disabled.
Last login When they last signed in, or Never.
Reset link A one-time link to set a new password. Greyed out for a disabled person.
Disable / Enable Stop or allow signing in, without deleting anything.
Bin Delete the login.

If something goes wrong

Section titled “If something goes wrong”
Message Why What to do
A message says there must be at least one active admin left You tried to disable or demote the last admin. Make someone else an admin first.
“Keep at least one admin” You tried to delete the last admin. Make someone else an admin first.
“You can’t delete your own account” It’s your own login. Ask another admin.
“Enable this account first” Reset links are only for active people. Click Enable, then Reset link.
“A seller account’s role can’t be changed” Seller logins stay sellers. Invite a new login with the role you need.
“Invite a new seller account instead” Staff and admins can’t become sellers. Invite them as a seller with another email.
Section titled “Related pages”