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Admin Users

Manage administrator accounts that have role-based access to the Unified Admin and Print Editor.

Admin Users are accounts that have been assigned one or more administrative roles, granting them access to the Unified Admin dashboard and admin-mode features in the Print Editor. Unlike Site Users (regular customers), Admin Users are distinguished by having role assignments in the system -- any user with at least one role becomes an admin user.

Use this page to view all admin accounts across your storefronts, create new administrators, manage their roles and permissions, and monitor their activity.

View Admin Users

  1. From your Unified Admin, go to Users > Admin Users.
  2. The list displays all users who have at least one administrative role assigned. The grid uses server-side pagination with continuous scrolling.
  3. To search, use the search panel above the grid to filter by name, email, or username.
  4. To sort, click any column header.
  5. Toggle inline flags directly in the grid by clicking the Approver, Mktg Option, Sales Rep, or Tax Exemp checkboxes. Changes are saved immediately.

List Columns

ColumnDescription
Customer #Unique user identifier in the system.
First NameAdministrator's first name.
Last NameAdministrator's last name.
EmailEmail address associated with the admin account.
ApproverCheckbox. When enabled, this user can approve orders that require approval before processing.
Mktg OptionCheckbox. When enabled, this user has opted in to receive marketing communications.
Sales RepCheckbox. When enabled, this user appears in the Sales Rep dropdown on orders and can be assigned as the representative for customer orders.
Tax ExempCheckbox. When enabled, this user is exempt from tax calculations on their orders.
Last LoginDate and time of the user's most recent login (MM/DD/YYYY hh:mm:ss AM/PM).
ActionMenu with View/Edit and Delete options.

Header Actions

ButtonDescription
Add AdminOpens the Add Admin form to create a new administrator account with role assignment.
ExportDownloads all users as a spreadsheet file (available in the overflow menu).
ImportOpens a dialog to upload a spreadsheet of users to import in bulk (available in the overflow menu).

Add Admin

  1. From the Admin Users list, click Add Admin.
  2. Fill in the required fields and assign a storefront role.
  3. Click Save to create the admin account, or Cancel to return to the list.
FieldDescription
UsernameRequired. Login username for the admin account (4-50 characters). Must be unique across the storefront.
PasswordRequired. Initial password (6-50 characters).
First nameRequired. Administrator's first name (max 50 characters).
Last nameRequired. Administrator's last name (max 50 characters).
EmailRequired. Must be a valid, unique email address (max 50 characters).
CompanyOptional company name for the admin user.
Is ApproverCheckbox. Grants this user the ability to approve orders awaiting approval.
Is RepCheckbox. Makes this user available as a sales representative for order assignment.
Send welcome emailCheckbox. Sends a welcome email to the new admin with their login credentials.
VendorDropdown. Associates this admin with a specific vendor for production assignment workflows. Select "None" for no vendor association.
StorefrontDropdown. Select the storefront to assign the admin role to. Changing this reloads the available roles for that storefront.
RolesDropdown. Select the permission role for this admin on the chosen storefront. Roles control which admin screens the user can access.

View/Edit Details

  1. From the Admin Users list, click View/Edit in the Action menu for any user.
  2. The detail page opens with a tabbed panel on the left and sidebar cards on the right.

Tabs: Orders | Projects | Carts | Albums/Images | Roles

Statistics (Right Sidebar)

The Statistics card provides a quick summary of the user's activity.

FieldDescription
Last LoginDate and time of the user's most recent login, or "Never" if they have not logged in.
OrdersTotal number of orders placed by this user.
ProjectsTotal number of saved design projects.
CartsNumber of items currently in the user's shopping cart.
AlbumsNumber of image albums created by the user.
ImagesTotal number of images uploaded by the user.

Information (Right Sidebar)

The Information card displays the user's storefront and username as read-only labels, with editable fields below.

FieldDescription
StorefrontRead-only. The storefront this user belongs to.
UsernameRead-only. The user's login username.
FirstNameEditable first name.
LastNameEditable last name.
EmailEditable email address. Validated for proper format and uniqueness.
OrganizationDropdown. Assign the user to an organization for group-based pricing and access control. Select "None" for no organization.
User GroupsMulti-select dropdown. Assign the user to one or more user groups for targeted pricing, product visibility, and access rules.
CompanyEditable company name for the user.
ApproverCheckbox. Grants order approval permissions.
Mktg OptionCheckbox. Opts the user in or out of marketing communications.
Sales RepCheckbox. Makes this user available as a sales representative on orders.
VendorDropdown. Associates this user with a vendor for production workflows. Select "None" for no association.
Tax ExemptCheckbox. Exempts this user from tax calculations.

Click Save to apply changes.

Reset Password (Right Sidebar)

Enter a new password (minimum 6 characters) and click Reset to update the admin user's password.

Profile Picture (Right Sidebar)

Displays the user's current profile picture. Click Change profile picture to upload a new image.

Orders Tab

Displays a grid of all orders placed by this user.

ColumnDescription
Order #Unique order identifier.
Order DateDate the order was placed (MM/DD/YYYY).
Shipped DateDate the order was shipped, if applicable.
Order TotalGrand total for the order.
ActionLink to view the full order details in the Orders page.

Projects Tab

Displays a grid of all saved design projects for this user. Projects can be reassigned to other users or deleted.

ColumnDescription
PreviewThumbnail preview of the project design.
Project NameName of the saved project.
Project TypeProduct type identifier for the project.
Last UpdatedDate and time the project was last modified.
ActionMenu with options to reassign the project to another user or delete it.

Carts Tab

Displays items currently in the user's shopping cart.

ColumnDescription
PreviewThumbnail preview of the product.
NameProduct name.
QuantityNumber of items in the cart.
TotalLine item total displayed as currency.
Last UpdatedDate and time the cart item was last modified.
ActionDelete button to remove the item from the user's cart.

Albums/Images Tab

Displays the user's image albums with server-side pagination.

ColumnDescription
NameAlbum name.
Last UpdatedDate and time the album was last modified.
SharedCheckbox indicating whether the album is shared with other users.
ActionMenu with options to view album contents, edit, or delete the album.

Roles Tab

Displays all administrative roles assigned to this user and allows adding new role assignments.

ColumnDescription
StorefrontThe storefront the role applies to.
DescriptionDescription of the role's permissions.
RoleName of the assigned role.
ActionDelete button to remove the role assignment.

Click + Add Admin Role to assign an additional role. Select a Storefront and Role from the dropdowns, then click Save. A user can have multiple roles across different storefronts, and having at least one role is what distinguishes an admin user from a site user.

Associations

AreaEffect
Storefront loginAdmin users log in through the same storefront login page as regular customers. Their admin access is determined by role assignments, not a separate login.
Sales Rep on ordersAdmin users with the Sales Rep flag enabled appear in the Sales Rep dropdown on the Orders detail page and can be assigned to customer orders.
Order approvalAdmin users with the Approver flag enabled can approve or deny orders that are in a "Waiting Approval" status.
AreaEffect
Admin modeWhen the Print Editor is accessed from the admin domain (hostname matching admin.*), it enters admin mode. In admin mode, product rules are skipped, the purchase button is hidden, and an admin-only sidebar panel is available.
Edit Product actionAdmin users can open any order line item in the Print Editor from the Orders detail page to make post-order design changes.
  • Site Users — manage regular customer accounts that do not have admin roles
  • User Roles — create and configure the roles assigned to admin users
  • Organizations — group admin users under company entities with shared settings
  • User Groups — assign admin users to groups for pricing and access controls
  • Orders — manage orders where admin users appear as sales reps or approvers

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