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Shopmonkey HQ: Users

Add new users and manage user permissions across company locations

Ashley Bennett avatar
Written by Ashley Bennett
Updated this week

Manage users across all locations in the company.

Select the Users icon on the left-side navigation bar.

HQ users icon

Add New User

Select the + New User button in the top right corner.

HQ add new user

Fill out the New User information. Select the new user’s user role. If the user role selected is an HQ role (e.g. HQ Admin), a checkbox will appear to display the HQ user in the Shop user list. When this box checked, this HQ user can be @mentioned, track hours, or be assigned to orders in the locations that they have access to.

HQ add new user menu

Review the permissions set for the user role assigned to this new user. All permissions are customized through user roles. Check out our help center article User Roles & Permissions to learn more. Select Next.

HQ add new user permissions

Set the new user’s rates and commissions. Select Create.

HQ add new user rates and commissions

Select the location(s) that this user will have access to. Select between All Locations or a Subset of Locations.

If you want to provide a user with access to all existing and future locations within a company, select All Locations. Then select which Company or Sub-company you’d like to provide access to.

HQ add new user location access selection for all locations

Please Note: When All Locations is selected, the user will have access to all existing and future locations under the specified company or sub-company.

If you want to provide a user with access only to specific locations within a company, select Subset of Locations. Select which Company or Sub-company you’d like to view the location options for. Search or filter the list and select the checkbox next to the locations.

HQ add new user location access selection subset of locations

Select Create.


View & Edit Users

View all users from multiple locations on one page. Select Customize to choose which user data is displayed in the table.

HQ user list
  • First Name

  • Last Name

  • Phone

  • Email

  • Role

  • Location Access

  • Visible in Shop

  • Last Viewed Location

  • Rate

  • Registration Date

Select Filters to select which data is included.

HQ user list filters
  • Roles

  • Location Access

  • Last Viewed Location

  • Registration Date


User Visibility in Shops

Shop users are automatically displayed in shop user lists. HQ users can be displayed if they need to be @mentioned, track hours, or be assigned to orders.

Select the Settings tab on the HQ Users page.

By default, any user displayed in shops will only appear in locations they have access to and are directly owned by the company assigned. Toggle on Display in All Assigned Locations to display these users in all locations they have access to, which may be across companies.

HQ user visibility in shops


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Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!

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