Configuring Purple Dot portal access

How to add new users?

Head over to the Settings tab in your dashboard and click Users. Here you can add or remove staff members. You can also amend user roles.

User roles control what a user can see and do in Purple Dot.

There are four roles:

Admin
Customer Support
Finance
Viewer

Only Admins can assign roles, and you must always have at least one Admin.

Which role should I choose?

The best role for a user depends on what actions you will need them to take within the platform.

The table below outlines what each role can and cannot do or see.

Role	Can	Cannot
Admin Best for users who will be managing Waitlists and require full system access	View all pages Take all actions Manage store settings and users	NA
Customer Support Best for Support teams and users who need to resolve shopper issues, but won't manage Waitlists or settings	Edit pre-orders (refund, cancel, update shopper details) View Waitlists	Create or edit Waitlists Export pre-orders Access Settings, Finances or download reports
Finance Best for Finance and Accounting teams, or users who only need reporting visibility	View pre-orders, Waitlists and Finances Download reports Access Finance Settings Tax settings	Create or edit Waitlists Edit or export pre-orders Access non-Finance Settings
Viewer Best for users who only need basic visibility and won't be taking any actions within the platform	View Pre-orders and Waitlists	Create or edit Waitlists Edit or export pre-orders Access Settings, Finances or download reports

The role you assign a user will apply to all stores (e.g. they cannot be an Admin in one and a Viewer in another).

By default, Admin users will also be opted-in to receiving email notification about Waitlists. You can disable these - or enable for other users - by editing the user settings.

How do I update someone’s role?

Admins can update roles at any time in Settings >> Users

Changes apply immediately after the role has been updated.

If you are not an Admin and need a different role assigning to you, please contact one of the Admins within your team.