Managing Users

  1. Overview
  2. Store Settings
  3. Managing Users

 

In the BA voucher system you can add, manage and remove user access to your BA voucher admin area.  There are a number of options to consider when setting up a user.

There are two possible views at this point, one is a table which shows current users and when they were last active. To create a new user, press the create user button in the top right 

 

 

The other is the current invitations which have been sent out to create user accounts. These will show invitations that have not turned into users so you can properly track whether employees have created their accounts. 

 

There are two types of user you can create on the BA voucher system: 

  1. Email Users - These users sign in using an email address, they can reset their own password, you send invitations to these users who then set their own password. 
  2. Username Users - The user signs in using a username, their password can only be reset by another user with the manage users permission in the account. Our recommendation would be to use this option for employees and keep email users for administrators. 

 

 

To create an email user, there are only 2 mandatory data fields: 

  1. Email address - this is the email which will be used to login and which will recieve the account invitation. 
  2. Role - This will allow you to choose between a number of roles which will have various levels of access to the system. 

 

There are currently two user types available on the system: 

Admin: These users can perform every action on the account. 

Terminal only: These users can only access terminal and redeem at locations specified to their user.

 

Our team will be adding further roles in the future, if you have specific requirements, let our team know at support@bookassist.com

 

There are two optional settings when creating a user: 

  1. Redeem locations - this sets a limit on where the user can redeem from, the user can redeem from all redeem locations in the account unless you set a specific restriction on a user. If any new redeem locations are created, the user will be able to redeem from them as well unless restricted.
  2. Tags - You can tag specific users with data points for external systems which link into BA Vouchers via our API. 

 

 

For username users the process is much the same: 

 

 

The only difference is you will need to set a password on their behalf. 

 

Note: BA vouchers do not communicate this password to the user, you must do this internally with your employees / partners. 
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