Invite or Deactivate a User in Account Center

Within Bold's Account Center, you can invite users to join your organization. Depending on the user role, while signed in to the Bold Account Center they will have access to various actions or features as outlined in User Roles & Permissions within Account Center.

This article will show you how to invite, deactivate, and reactivate users, as well as outline the steps your users can follow to accept their invitations depending on their role.

 Alert

This article is relevant to Account Center on WooCommerce. If you are using a different platform, please visit the articles relevant for Bold Account Center on ShopifyBigCommerce, or commercetools.


 

  1. From within your Bold Account Center, select Users.
  2. Select Invite a new user.

    Invite a New User

  3. Enter the email address of the user that you would like to invite.
  4. Enter the first and last name of the user. (optional)
  5. Select a User role.

    Note: The role selected will have access to different actions or functions that can be managed within the Bold Account. For more information, please visit User Roles & Permissions in Account Center.

    User roles

  6. Enter a message for the user. (optional)
  7. Select Send invite.

Once an invitation has been sent but not yet accepted, you can revoke the invitation if you no longer want the user to join your organization.

Revoking a pending invitation will not notify the user.

 Pro-Tip

If an unwanted user has already accepted the invitation, you can deactivate the user. See Deactivate a User below for more information.

  1. From within your Bold Account Center, select Users.
  2. Under Pending invitations, select Revoke next to the user that you would like to revoke the pending invitation for.

    Revoke a pending invitation

  3. Select Revoke again.

If you no longer need specific users within your organization, they can be deactivated. Deactivating a user will deactivate them from all of the stores within your organization.

Once a user has been deactivated, they will no longer be able to access your organization.

  1. From within your Bold Account Center, select Users.
  2. Under Active users, select the ellipsis next to the user you would like to deactivate.
  3. Select Deactivate user's Bold account.

    Deactivate a users Bold Account

  4. Select Deactivate user.

You can reactivate a deactivated user in your organization.

Once a user has been reactivated, they will be given access to the organization and will appear in the Active users list. They can use their original login details to sign into the Bold Account Center.

  1. From within your Bold Account Center, select Users.
  2. Under Deactivated users, select the ellipsis next to the user you would like to reactivate.
  3. Select Reactivate user.

    Reactivate a user

  4. Select Reactivate.

 


 

 Alert

If you would like to join an existing organization, you will need to reach out to an admin of the existing organization and request they send you an invitation. 

  1. To accept the invitation, select Join from within the email.

    Invitation email

  2. From here, you will be directed to Join a new store. Fill out your email, name, choose a password, and select Join Now.

    Join a new store

 Alert

This role is typically reserved for Bold Support. If you need outside technical assistance, please reach out to our team so we can assist you with the process.

  1. To accept the invitation, select Join from within the email.

    Join email

  2. From here, you will be directed to Join an existing Support Team that you belong to, or Create a new organization of your own.

    Note: A Support User from outside of Bold will typically select Join an existing Support Team that you belong to, as the creation of a new support organization would represent a brand new external firm contracted to provide support. This would require additional setup steps. If you would like to set up a new support organization of your own, please reach out to us for further assistance before selecting this option.

    Join an existing Support Team

  3. Fill out your email, name, choose a password, and select Join Now.

    Join now

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