Manage Company Users and Contacts (for Retailers)

In this article you will learn how to view users, add users, remove users, assign roles, and configure notification settings for users (or staff members) in your Duoplane Retailer account.

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Add a new staff member or contact

  1. In your Duoplane Retailer account, navigate to Settings > Staff Members
  2. Click Add a contact in the upper right corner
  3. Complete the form with basic information about the contact you wish to add and select from the dropdown their role in the Duoplane account
  4. Under Communication preferences you can select which notifications they will receive from Duoplane

Note: Staff users are different from Administrators in that an admin can: delete POs, manage other staff members, and update billing information. A third option 'shared email box' can be used if you want the new contact to solely be used as a means of distributing alerts across your organization through a shared inbox your company has in place.

 
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Send a welcome email

Once a staff member has been added, you can send a welcome email to them by clicking Send welcome email. This will trigger an message to the email address that was entered for this user. They will then be able to setup the password for their account.

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Manage notifications

You can manage the email notifications a user receives by clicking Edit on the right hand side of the Staff Members screen then selecting the notifications you would like that account to receive.

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Remove a user or contact

You can remove a staff member by clicking Edit on the right hand side of the Staff Members screen then selecting the red Make account inactive button located at the very bottom.

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If you do not see this option, it means you are logged into the account you are trying to delete. 

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