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Users Tab Overview

Updated over 3 weeks ago

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0:00 Hey, today we're going to be going over the Users tab within the Merchant Redo Dashboard settings. Here you can customize and edit who is, has access to Redo, and who can log in to Redo.

0:13 Um, you can add a user here by entering, an email. Often times you can do support, um, at getredo.com. Um, add a first and last name and select what role they would like user and admin.

0:30 The only difference here is admins can change settings within Redo, users cannot. Once you have that selected, you can send a welcome email or custom note to the the invitee, um, to do that.

0:46 To have more access for your teams, oftentimes you'll want to do a support email so that they don't have to log in via the owner's email and log in there. That is the users tab settings within the Merchant Redo dashboard.

Managing Users in the Merchant Redo Dashboard

The Users tab in your Merchant Redo Dashboard allows you to easily manage who can access and log in to Redo.

Adding a New User

To add a new user:

  1. Enter the user's email address (e.g., support@getredo.com).

  2. Add the user's first and last name.

  3. Choose the user's role:

    • Admin: Can change settings within Redo.

    • User: Cannot change settings, but has standard access.

  4. After selecting the role, you can send a welcome email or add a custom note for the invitee.

Role Differences

  • Admin: Full access including settings and configurations.

  • User: Basic access without the ability to change settings.

Recommended Practices

  • Use a shared support email to grant your team easy access without requiring login credentials tied to a specific individual.

Effectively managing user access helps streamline your team's workflow and ensures appropriate security levels within your Redo account.

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