Brands have the option to invite users for their dashboard account. This would be useful if you have several team members that needs to access the locad dashboard.
To view and add users, just go to the "Account Settings" on the side bar menu and click on the "Brand Settings" tab. You will then see three main headers:
- User Management - this is where you will see all the existing users that have access to your dashboard. You can either view, edit or delete users on this part.
- Invite Users - this is where you can add the email address of new users to be added to your dashboard.
- Pending Invites - this is where you will see all the users invited and currently waiting to accept the invite. Please note that invitation expires 30 days from the invite date. You can also resend and cancel invite in this part of the dashboard.
How to Invite New User
- To add and invite new user, just input the email address under Invite users and select their role on the drop down option:
- The
Brand Admin
role has the highest level of access in the OMS and can view billing module, edit buffer stock, edit notification settings and can invite, edit, and delete users in the User Management Section. - The
Brand Analyst
role will ONLY see the users in the User Management section - The Brand Finance role has the view access to transaction data and reports, including billing.
- The
More detailed information on User Roles can be found here.
- Once done, you will see the information on the pending invites and invitee will receive an email confirmation to accept the invite as shown below:
- Users must click the link to accept. They will be redirected to a sign-up page.
- They may choose to "Continue with Google", or use an email & password to Sign up.
- An email with a 6 digit verification code will be sent to their email address. This code needs to be entered on the next screen.
- Click on Confirm account and they should now be able to successfully log in.
Granting a User Access to Multiple LOCAD Dashboards/OMS
A single user can have access to multiple LOCAD dashboards or OMS accounts. Follow these steps to grant access:
- Invite the user via the OMS account. (Same as before)
- The user accepts the invitation link sent to their email.
- Once accepted, the user now has access to the OMS account.
Checking and Switching Dashboards:
To check and switch between dashboards:
- Navigate to Settings → Account Settings → User Settings.
- Click the pencil icon beside "Brand" to open a dropdown with all accessible dashboards.
3. Select the desired brand and click the check icon to switch.
4. You will now be logged into the selected brand’s dashboard.
If you need any further support, please get in touch with the team here.