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Back OfficeEnterpriseAdminUsers & Access

Users & Access

Enterprise access decides who can see and manage the enterprise page. Use the Access card on that page to invite people, set their role, and remove them when they leave.

Enterprise access is separate from business access. It doesn’t open any business’s Back Office. Give people access to each business under Owner > Users & Access.

Roles

RoleWhat they can do
OwnerEverything on the enterprise page: invite, edit, and remove users, add locations, upload the logo, and manage regions.
ManagerSee every card and manage regions. Can’t change users, locations, or the logo.

Only Owners can invite, edit, or remove users. A Manager who tries sees an error.

An enterprise always keeps at least one Owner. You can’t change the last Owner to Manager or remove them.

The access table

The number in the card title is the user count.

ColumnWhat it shows
NameFirst and last name, or a dash if none was entered.
Email:The email address the user was invited with.
RoleOwner or Manager.
RegionsThe regions the user is tagged with, or All if none.
Statusaccepted, invited, or rejected.

When the enterprise has no users, the card shows No users.

Invite a user

  1. Click Invite User in the card header.
  2. Enter the person’s email in Email *. It’s required.
  3. Pick the role: Owner or Manager. The form starts on Manager.
  4. Optionally, enter First name, Last name, and Phone.
  5. If the enterprise has regions, check the ones this person covers under Restrict to regions (leave empty for all):. Leave them all unchecked for every region.
  6. Click Invite.

What happens next depends on whether the email already has a Selflane account:

  • Has an account: the person is added right away with status accepted. They get an email saying they’ve been added to the enterprise.
  • No account: the person is added with status invited. They get an email with a link to accept the invitation.

Ask the person to create a Selflane account  before you invite them. Invitations sent to an email without an account don’t give access after the person signs up. If that happens, remove the user and invite them again.

Each email can be added to an enterprise only once. Inviting the same email again shows an error.

Edit a user

  1. Click the pencil icon on the user’s row. The row turns into the form.
  2. Change the role, name, phone, or regions. The email can’t be changed.
  3. Click Save.

To change someone’s email, remove them and invite the new address.

Remove a user

  1. Click the trash icon on the user’s row.
  2. Confirm Remove this user's access?.

Removing a user ends their enterprise access. It doesn’t change their access to any business.

Regions

The regions you check for a user show in the Regions column. For now they’re a label: they don’t limit what the user can see on the enterprise page. See Regions.

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