User Access

Manage users and permissions

User Access

Control who has access to Tether and what they can do. User access management ensures the right people have the right permissions.

User access management requires Admin permissions.

Understanding User Roles

Tether has two primary roles:

Role	Description
Admin	Full access to all features
Sales Rep	Limited access based on assignments

Admin Capabilities

Admins have full access:

• All SKUs and collections
• All channels and warehouses
• All transactions
• All settings and configuration
• User management
• Integrations

Sales Rep Capabilities

Sales Reps have restricted access:

• View assigned channels only
• View forecasts for assigned scope
• Limited or no transaction management
• No settings access
• No user management

Managing Users

Accessing User Management

1. Go to Settings

   Navigate to Settings in the sidebar

2. Select User Access

   Click on User Access section

3. View Users

   See list of all users

User List

Column	Description
Name	User’s display name
Email	User’s email address
Role	Admin or Sales Rep
Status	Active or Inactive
Last Active	Recent activity date

Inviting Users

Adding a New User

1. Click Invite User

   From User Access, click Invite User

2. Enter Details

   Provide user information:

   • Email address
   • Name (optional)
   • Role
3. Configure Access

   For Sales Rep role:

   • Assign channels
   • Set permissions
4. Send Invitation

   Click Send Invite

Invitation Process

1. User receives email invitation
2. User clicks link to accept
3. User creates password
4. User can access Tether

Configuring Permissions

Channel-Based Access

Control which channels users can see:

1. Select User

   Click on user to edit

2. Find Channel Access

   Locate channel assignment section

3. Assign Channels

   Select channels user can access

4. Save

   Apply changes

Hierarchy-Based Access

Assign access at hierarchy levels:

Level	Access Granted
All Channels	Everything
Channel Type	All channels of that type
Region	All channels in region
Individual	Specific channels only

See Channel Hierarchy for more.

Editing Users

Changing User Role

1. Select User

   Click on user to edit

2. Change Role

   Update role from dropdown

3. Adjust Access

   Update permissions if needed

4. Save

   Apply changes

Changing from Admin to Sales Rep removes access to settings and user management.

Updating Channel Access

1. Select User

   Click on user to edit

2. Modify Channels

   Add or remove channel assignments

3. Save

   Apply changes

Deactivating Users

When to Deactivate

• Employee leaves company
• Role change doesn’t require access
• Temporary suspension

Deactivation Process

1. Select User

   Click on user to deactivate

2. Click Deactivate

   Choose deactivate option

3. Confirm

   Confirm the deactivation

Effects of deactivation:

• User cannot log in
• User retains in system for records
• Can be reactivated later

Reactivating Users

1. Find deactivated user
2. Click Reactivate
3. Confirm reactivation

Access Control Best Practices

Principle of Least Privilege

Grant minimum necessary access:

• Only needed channels
• Only needed features
• Review regularly

Regular Access Reviews

Periodically review users:

• Check active users still need access
• Verify role assignments
• Update channel access

Prompt Deactivation

When employees leave:

• Deactivate immediately
• Don’t wait for cleanup
• Document the change

Document Access Decisions

Keep records of:

• Why access was granted
• Who approved
• When reviewed

Security Considerations

Password Requirements

Users must create secure passwords:

• Minimum length requirements
• Complexity requirements
• No password reuse

Session Security

Feature	Description
Session Timeout	Auto logout after inactivity
Single Session	One active session per user
Secure Connection	HTTPS required

Audit Trail

User actions are logged:

• Login/logout events
• Data changes
• Settings modifications

Troubleshooting

User Can’t Log In

Possible causes:

• Incorrect password
• Account deactivated
• Invitation not accepted

Solutions:

1. Verify account is active
2. Check invitation was accepted
3. Reset password if needed

User Missing Data

Possible causes:

• Channel not assigned
• Filters applied
• Role restrictions

Solutions:

1. Review channel assignments
2. Check user’s filters
3. Verify role permissions

Invitation Not Received

Possible causes:

• Email in spam
• Incorrect email address
• Email delivery issues

Solutions:

1. Check spam folder
2. Verify email address
3. Resend invitation

Next Steps

Roles & Permissions

Understand role capabilities

Channel Hierarchy

Configure access hierarchy

Inventory Settings

Configure system settings

Terminology

Customize terminology