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Users

Users are people that have access to either your Dashboard (your "staff") or your Propcart Pro Webstore (aka your "shoppers", "buyers" or "customers").

Users count toward your billable records.

How to Create a User​

On the Dashboard​

  1. Go to your Dashboard Users page
  2. Click the blue New User button in the top right corner

Create a new user

  1. First Name and Email are the only required fields.
  2. If the user is staff, enable the Staff? switch and select a role.

Import Users​

To create many users at once from a CSV file, see Bulk Importing.

On Your Webstore​

Users are created on your Propcart Pro webstore when they sign up.

Staff​

Staff should be created from the Dashboard's New User button on the Users list and NOT from your Propcart Pro Webstore. This is because Dashboard users use a different authentication system from your webstore.

If you are trying to make a user created from your webstore into staff, delete that user record on the Dashboard, then re-add it from the Dashboard.

Customers​

Your other users will be your customers who have signed up on your webstore. They should not have access to your Dashboard.

Security​

Read our Security Tips to protect your data against hackers and abuse.

Roles & Permissions​

Create and assign different roles to your staff to limit their access to the Dashboard.

Collect email addresses for your newsletter​

For Propcart Pro Webstore customers, collect email addresses from visitors who want to subscribe to your newsletter.

Integrate with Mailchimp​

Automatically add your users and newsletter subscribers to your Mailchimp audience.

Integrate with HubSpot​

Automatically add your users and newsletter subscribers to your HubSpot contacts.

AI Agent Integration​

Give an AI agent its own Dashboard account to operate on your behalf.

Impersonate users​

Log into a user's account on your Propcart Pro webstore via the Dashboard.

For Propcart Pro subscriptions plans only.