The DataCandy platform allows you to create one or more users, so they can access various DataCandy menus and access program data.
Clarification:
Editing and creating new users is a functionality that is only available on our DC PRO package. If you are interested in knowing more about this feature, please contact DataCandy.
Only users with super admin access may create and edit users. If you do not see this option, please contact your head office.
Create a new user
From the main menu, select Settings / Users / Add.
Enter the Username - this will be what they will use to connect to the backoffice
Enter the user’s Name and Email.
Although the email is not mandatory, we recommend always adding an email so that the user may receive the password reset message, when using the "Forgot password" functionality.
Select the Status. Only Active users can login.
Select a User Group to assign system the level of system access required. These would have been set for you during the implementation of your program.
Select a Merchant access option. This ensures that the user can only access the reports and transactions for the selected merchants
All: Users will see data for all the merchants.
Merchant Group: Users will see the data only for the merchants defined in the merchant group selected. If none are available in the drop down menu and you wish to limit the access of one user to multiple merchants, please contact the DataCandy support team.
One merchant: Users will see the data only for the merchant selected.
Select a preferred Language and Timezone of the user.
We recommend leaving the Default browser Language and Default time zone options selected, for simplicity.
Enter a Temporary Password and Confirm it. The user will be forced to set their personalized password the first time they login. The rules and expiry are based on the selected in the Password Settings.
Click Save. Your user is now created.
You will need to share the username and temporary password with your new user. No automated email is sent out.
Edit a user
From the main menu select Settings / Users / Search.
Enter the desired search criteria.
Click Search. The results are displayed in a list at the bottom of the screen.
On the right of the list you can edit the user, delete the user, or login as that user.
Useful tip:
If your user has tried to log in to many times with the wrong password, the system will automatically inactivate it, for security purposes. An inactive user cannot receive the password reset email, so you (or a super admin access user) will need to manually edit their existing user to :
Set the status back to active
Re-enter a temporary password and confirm it
Save
Once that is done, they will be able to log in once more!
Got questions or need a hand? Just pop into the chat to talk to our team, or shoot us an email at [email protected] — we’re here to help!