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Admin Users ​

Manage admin users who have access to your Batch platform dashboard.

Overview ​

Control who can access your platform and what actions they can perform through user management and role-based permissions.

User Types ​

Admin Users ​

Platform administrators with varying levels of access:

  • Super Admin: Full platform access
  • Admin: Most features, limited settings
  • Manager: Daily operations, no settings
  • Staff: Limited access to specific features

Customer Users ​

End customers who use your app/site (managed separately in Customer Management).

Adding Admin Users ​

Create New User ​

  1. Navigate to Settings > Team > Users
  2. Click Add User
  3. Enter user information:
    • First name
    • Last name
    • Email address
    • Phone number (optional)
  4. Assign role
  5. Set permissions (if custom)
  6. Send invitation

Invitation Process ​

  1. User receives email invitation
  2. Clicks activation link
  3. Sets password
  4. Confirms account
  5. Gains access based on assigned role

User Roles ​

Super Admin ​

Full Access:

  • All platform features
  • Billing and subscription
  • User management
  • Integration settings
  • API keys
  • Danger zone actions

Use Cases:

  • Business owner
  • Technical lead
  • Account administrator

Admin ​

Access to:

  • Products
  • Orders
  • Customers
  • Loyalty program
  • Marketing
  • Reports

Restricted:

  • Billing settings
  • User management
  • Critical settings
  • API keys

Use Cases:

  • Operations manager
  • Marketing manager

Manager ​

Access to:

  • View products
  • Process orders
  • View customers
  • Basic reporting

Restricted:

  • Cannot create/delete products
  • Cannot modify loyalty settings
  • Cannot access settings
  • Limited reports

Use Cases:

  • Store manager
  • Customer service lead

Staff ​

Limited Access:

  • View orders
  • View customers
  • Process returns/refunds
  • Basic product lookup

Restricted:

  • Cannot create anything
  • View-only for most features
  • Cannot access reports
  • Cannot modify settings

Use Cases:

  • Customer service rep
  • Sales associate
  • Support staff

Custom Roles ​

Create custom roles with specific permissions:

  1. Navigate to Settings > Team > Roles
  2. Click Create Role
  3. Name the role
  4. Select permissions
  5. Save and assign to users

Permissions ​

Granular Controls ​

Set permissions by feature area:

Products:

  • View products
  • Create products
  • Edit products
  • Delete products
  • Manage inventory
  • Import/export

Orders:

  • View orders
  • Create orders
  • Edit orders
  • Cancel orders
  • Process refunds
  • Export orders

Customers:

  • View customers
  • Edit customers
  • Delete customers
  • View customer data
  • Export customer data
  • Send communications

Loyalty:

  • View loyalty data
  • Create campaigns
  • Edit campaigns
  • Delete campaigns
  • Adjust points
  • Manage tiers
  • Create rewards

Marketing:

  • Send emails
  • Send SMS
  • Create promotions
  • View analytics
  • Export data

Settings:

  • General settings
  • Payment settings
  • Shipping settings
  • Integration settings
  • Team management
  • Billing

Managing Users ​

View User List ​

See all admin users:

  • Name and email
  • Role
  • Last login
  • Status (active/inactive)
  • Actions

Edit User ​

Modify user details:

  1. Click user from list
  2. Update information
  3. Change role
  4. Adjust permissions
  5. Save changes

Deactivate User ​

Temporarily disable access:

  1. Select user
  2. Click Deactivate
  3. Confirm action
  4. User cannot log in
  5. Can be reactivated later

Delete User ​

Permanently remove user:

  1. Select user
  2. Click Delete
  3. Confirm deletion
  4. User account removed
  5. Actions attributed to user preserved

Resend Invitation ​

If user didn't receive or lost invitation:

  1. Click user
  2. Select Resend Invitation
  3. New email sent

Security ​

Password Requirements ​

Enforce strong passwords:

  • Minimum 8 characters
  • Uppercase and lowercase
  • Numbers
  • Special characters
  • Cannot reuse last 5 passwords

Two-Factor Authentication (2FA) ​

Additional security layer:

Setup:

  1. User navigates to profile
  2. Enables 2FA
  3. Scans QR code with authenticator app
  4. Enters verification code
  5. Saves backup codes

Options:

  • Authenticator app (recommended)
  • SMS codes
  • Backup codes

Enforcement:

  • Optional for users
  • Can be required for roles
  • Recommended for Super Admins

Login Security ​

Additional protections:

Session Management:

  • 7-day session expiry
  • Remember device option
  • Force logout on all devices

Failed Login Protection:

  • Account locked after 5 failed attempts
  • 30-minute lockout period
  • Notification email sent

IP Restrictions:

  • Whitelist specific IP addresses
  • Block suspicious IPs
  • Geographic restrictions

Activity Logging ​

Track admin actions:

  • User logins
  • Permission changes
  • Critical actions
  • Failed login attempts
  • Export logs for audit

User Profile ​

Personal Settings ​

Each user can manage:

Account Information:

  • Name
  • Email
  • Phone
  • Profile photo

Security:

  • Change password
  • Enable 2FA
  • View active sessions
  • Connected apps

Preferences:

  • Timezone
  • Language
  • Date format
  • Email notifications

Notifications:

  • Email preferences
  • Alert settings
  • Digest frequency

Team Collaboration ​

Activity Feed ​

See what team members are doing:

  • Recent actions
  • Who made changes
  • Timestamp
  • Affected items

Comments & Notes ​

Collaborate on records:

  • Add notes to orders
  • Comment on customers
  • Tag team members
  • Internal discussion

Assignments ​

Assign tasks to users:

  • Assign orders
  • Assign support tickets
  • Assign follow-ups
  • Track completion

Best Practices ​

User Management ​

  • Principle of Least Privilege: Give minimum access needed
  • Regular Audits: Review users quarterly
  • Offboarding: Remove access immediately when employee leaves
  • Unique Accounts: Never share login credentials
  • Role Clarity: Clear role definitions

Security ​

  • Enforce 2FA: Especially for admins
  • Strong Passwords: Require complex passwords
  • Monitor Activity: Review activity logs
  • Regular Reviews: Audit permissions quarterly
  • Security Training: Educate team on security

Documentation ​

  • Document Roles: Clear role descriptions
  • Process Documentation: How to handle common scenarios
  • Contact List: Emergency contacts
  • Escalation Path: Who to contact for issues

Troubleshooting ​

User Can't Login ​

Check:

  • Account status (active?)
  • Email verification
  • Password reset needed
  • 2FA issues
  • Account lockout

Solutions:

  • Resend verification email
  • Reset password
  • Clear lockout
  • Disable/reconfigure 2FA

Permission Issues ​

User can't access feature:

  1. Check assigned role
  2. Review custom permissions
  3. Verify feature in plan
  4. Check for conflicts

Missing Invitation Email ​

  • Check spam folder
  • Resend invitation
  • Verify email address
  • Whitelist sender email

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