How do I add a new user?

Adding users in XSite helps you control who can access the system and what they can do. Whether you’re assigning employees to a site or limiting their access, this guide shows you how to set up a new user quickly and securely.

Adding a New User in XSiteIO

1. Click the Settings icon in the bottom-left corner and select ‘Users’.
2. In the Users section, a blank new user row will automatically appear.
3. Fill in the required fields:
   • User ID – a unique name for the user.
   • Name – the login name (use lowercase, one word if possible).
   • Password – choose a secure password.
   • Site Assignment – select which store site this user will be linked to.
4. Click the ‘Add’ button to save the new user.
5. To manage access, click the user’s User ID.
6. Toggle ‘User Type’ to Limited if you want to restrict their access to only editing items at their assigned site.

Adding a New User in XSite Classic

1. Go to ‘Administration’ in the side menu and click ‘Users’.
2. Click ‘Add’ to create a new user.
3. Enter the required details, including User ID, Name, Password, and Site Assignment.
4. Click the ‘Add’ button to save the user.
5. Click the new user’s User ID to adjust access.
6. Set the ‘User Type’ toggle to Limited if needed to restrict editing access to just their site.

Note: Setting the right access level is important for protecting your store’s data. Review user access regularly to ensure only the right people have editing permissions.