Articles on: TrueProfit Introduction

TrueProfit User System

We built this User System to help you manage multiple stores with ease while involving some supervised collaboration.

These are the two benefits you can take advantage of using the User System:

Manage multiple stores with one account only. This means you will be free from having to switch between browser tabs as previously to see the profit of your stores.

Set different access levels to TrueProfit for your staff. This is helpful when you need your staff to co-manage your store(s) but don't want them to see everything.

In this article, you will know how to:

Create a TrueProfit Account
See stores and manage stores
Add stores
Add users
Manage users
Use a QR code for mobile app login

It's not so complicated to navigate through this User System; let's see how.

1. Create a TrueProfit account

After logging into the web app as usual (by a Shopify domain name), you can create a TrueProfit account with your email address. Simply look to the bottom left corner, you will see a Create Account button. Then you will see a popup window like this:

Create a TrueProfit account with your email address

Once created, this account will be linked to your store(s). Note that if a store is already linked with your TrueProfit account, you will no longer be able to sign in by a Shopify domain name, but by that account instead.

From now on, you will use this account to sign in to the TrueProfit app (on the web and mobile) and manage multiple stores in one place. 

Having a TrueProfit account is beneficial if you're running multiple stores and/or having other people to co-manage your business on TrueProfit.

2. See stores and manage stores.

On Shopify admin, please click on Native app > on the top left corner, you can see the name of the displaying store. Click there to change to another store.

The reposition of the store button

On the top right corner, you can see your account which is basically where the User System is managed. Hover your mouse or click on that to see a drop-down menu with many options related to store management. 

Store-related options

The sections below are the introduction of each major option.

3. Add a store

If you're owning more than one store, click Add Store. Then, simply enter the Shopify domain of that store to start linking it with your account. 

Add a store by entering your Shopify domain

4. Add a user

To add a new user, click on your account - Manage Store - Add User.

You will then enter your staff email address, assign a role to them (Admin, Access to Reports, or Cost Editor).

Click Show at the Permission tab to see where each role's user can access.

A comparison of where each role can access to

Finally, choose the store you want to add that user to collaborate with you. Then click Add.

An invitation email will be sent to that user. By clicking "Accept", they will be asked to create a password before accessing to TrueProfit with their account. 

5. Manage Stores

At the Manage Stores Page, you will see all of your stores. Click on each store to see all users who are co-managing that store. 

You can change a user role by clicking Edit; or removing a a user from that store by clicking Delete

Manage User in the Manage Stores page

6. Use a QR code for mobile app login

On the top right corner, please click on the Get Mobile App button, the QR mobile code will popup, you can use your phone camera to scan this code to log into your TrueProfit mobile app. 

This is where you can get a QR code to scan to sign in to your mobile app

Read this Help Article to know more about our redesigned mobile app.

Updated on: 24/03/2023

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