The Guest Access Settings Screen

How To Get Here

From the top menu, go to: Main Menu > Admin > Click on Guest Access

What Is This Screen For?

The Guest Access Settings screen allows you to:

• Grant controlled access to your SellerLegend account to third parties (e.g., virtual assistants, staff, business partners, or accountants).
• Define and manage user roles, so that multiple guest users can be assigned the same set of permissions quickly and consistently.
• Restrict user activity on a screen-by-screen basis.

Overview of the Guest Access Functionality

This feature is composed of two main screens:

1. Guest List/Selection Screen -- View and manage all guest users.
2. Permissions Edit Screens -- Assign marketplaces, groups, features, and roles.

Hints & Tips

• If no guests have been added yet, the Guest List screen will be empty.
• As soon as a guest is created, login credentials are emailed to the guest.
  • Ask the guest to check their spam folder if the email doesn't arrive.
• You can grant full administrative access to a guest. This overrides all other restrictions and gives:
  • Full access to all features and screens.
  • Permission to add, edit, and delete other guest users.

Guest List/Selection Screen

List of Existing Guest Users

Each guest appears as a row with the following columns:

Column	Description
Actions	Dropdown menu with management options (see below)
Name	Name of the guest user
Email	Email address used for login
Active	Indicates if the guest account is currently active
Marketplace/Groups	Number of marketplaces or groups assigned
Roles	Assigned user role(s), if any
Last Updated	Date of the last change made to this guest's settings
Deleted At	Date the guest account was deleted (if applicable)

Actions Dropdown

Click on the kebab menu next to the guest you want to work on. This will show a list which includes the following options:

• Edit Guest -- Modify the name and email.
• Accessible Features -- Choose what screens/functions the guest can access.
• Marketplaces/Groups/Roles -- Grant access to selected marketplaces and/or groups and assign roles.
• Remove All MPs/Groups/Roles -- Remove all access at once.

Add Guest Member Screen

To add a new guest, click on the + Button, located at the top right, next to the Getting Started button. Click to open the Add Guest Member form.

1. Enter the Name and Email of the guest.
2. Click Save.
3. An email will be sent to the guest with a login link.
4. On first login:
   • The guest must change their password.
   • Access will be limited to only the screens and features you've allowed.
5. Upon changing the password:
   • The guest will have access to the SellerLegend account through their own credentials.
   • The guest will be limited to perform only the permitted SellerLegend functions.

Accessible Marketplaces/Groups Screen

Used to assign granular access to marketplaces and product groups.

To grant access, tick any specific marketplaces and groups you want the guest to access.

Quick options:

• Select All Marketplaces and Groups
• Select All Marketplaces
• Select All Groups

Click Save when finished.

Accessible Features Screen

This screen defines what features or screens the guest can see and interact with.

• To allow access -- Tick the screen or feature name.
• To deny access -- Untick the item.

Features can be grouped. For example, untick the Widgets group to remove all Dashboard widgets from the guest's view.

Role-Based Access

• Assign Roles to group permissions under a single label.
• You can apply the same role to multiple guest users, saving setup time.
• Roles can be edited and reused for future guests.

Admin-Level Access

Use with Caution

Granting a guest Administrative Access will:

• Override any screen-level restrictions.
• Allow the guest to perform all actions available to the main account holder.
• Let them manage other guest users.

See Also

• User Roles -- For creating reusable permission templates