How do I add a new user?
Streamlining User Management in XSite
Written by Michael Cook
Updated at March 4th, 2024
Introduction
Managing user access within your business is a critical administrative task. XSite provides a robust platform for managing various aspects of convenience store and gas station operations, including user management. Adding new users to XSite allows for greater flexibility in task distribution. This guide offers a step-by-step walkthrough for adding new users to the XSite system, ensuring you have the know-how to maintain a secure and efficient operational environment.
Adding a New User in XSiteIO
- Navigate to ‘Settings’ in the bottom left corner
and select ‘Users’. - Within the ‘Users’ section, you’ll find the option to add a new user. Here, you are required to enter several pieces of crucial information for the new user:
- User ID: Assign a unique identifier for the new user.
- Name: Input the name that will be used for logging into the system. It is recommended to keep this login name simple, lowercase, and as a single word for ease of use.
- Password: Set a secure password for the new user account.
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Site Assignment: Specify the site to which the user will be assigned, allowing for tailored access and responsibilities.
- After entering all necessary details for the new user, click the green ‘Add’ button to officially add the new user to the XSite system.
- To manage the level of access granted to the newly created user, click on the User ID you have just created. At the bottom of the page, you will find a toggle labeled ‘User Type’.
- Adjust the ‘User Type’ toggle to ‘Limited’ to restrict the user’s access. With limited access, the user is only permitted to change item information for the site they are assigned.
Note: Remember, assigning the correct access level is crucial to maintaining the integrity and security of your system’s data. Regularly review and adjust user access levels as needed to keep your operations running smoothly and securely.
Adding a New User in XSite Classic
- Navigate to the ‘Administration’ section within the side menu and select ‘Users’.
- Within the ‘Users’ section, you’ll find the option to add a new user. Here, you are required to enter several pieces of crucial information for the new user:
- After entering all necessary details for the new user, click the blue ‘Add’ button to officially add the new user to the XSite system.
- To manage the level of access granted to the newly created user, click on the User ID you have just created. At the bottom of the page, you will find a toggle labeled ‘User Type’.
- Adjust the ‘User Type’ toggle to ‘Limited’ to restrict the user’s access. With limited access, the user is only permitted to change item information for the site they are assigned.
Note: Remember, assigning the correct access level is crucial to maintaining the integrity and security of your system’s data. Regularly review and adjust user access levels as needed to keep your operations running smoothly and securely.