Before you read through the info below, just note that adding and managing users on your Toggle account is only possible if you're a Store Owner user - if you're a Store Owner you'll be able to access the 'Teams' section on the dashboard.
If you're not a Store Owner you can't see the Teams section - you'll have to ask the Store Owner of the account (usually the person who created it) to help you.
Find out more about the types of user roles on Toggle here.
How do I add a new user?
Log in to Toggle
Click on Settings > Team (if you can't see 'Team' then you're not a Store Owner)
Click on the blue 'Add team member' button
Fill in the first name, last name, and email
Select their user role (see role details here)
Press 'Send invite'
When this is done, the person you've invited will get an email from Toggle.
What does the invited user see?
Their invite should land in their inbox with the subject line: Your Toggle invite!
This is how the email looks when it's clicked on:
When they click on the blue 'Set password' button they'll be directed to the Toggle login page here to set their password and log in to your Toggle account.
How do I remove a user?
Log in to Toggle
Click on Settings > Team (if you can't see 'Team' then you're not a Store Owner)
Manually look for the user on the list (or click one of the search filters to find them)
Click the 3 vertical dots to the right of the users details
Then click the 'delete' link
When you click delete you'll be given the warning seen below.
The deleted user will instantly disappear from the users list on the dashboard and they won't be able to log in to Toggle. They won't receive any automated notified they've been removed.
You'll be able to re-add the user in the future if needed.
Remember: if you want to remove a user that has access to multiple Toggle accounts (for example if you're a company with a Toggle account for different brands) you'll need to delete them from each account. If you're not a Store Owner on the other account(s) you'll need to ask the relevant Store Owner to help you.
How do I add an existing user from a different Toggle account to my account?
Log in to Toggle
Click on Settings > Team (if you can't see 'Team' then you're not a Store Owner)
Click on the blue 'Add team member' button
Fill in the first name, last name, and email
Select their user role (see role details here)
Press 'Send invite'
Toggle will then say "This user already exists..." - click Accept
Once you click accept that user will appear in a 'Pending Team Members' list until they accept or decline the invite.
What does the invited user see?
Their invite should land in their inbox with the subject line: You have been added to a new Toggle account.
This is how the email looks when it's clicked on:
When they click on the blue 'Verify' button they'll be directed to a Toggle landing page asking them to accept the invite. Once they click accept they'll be directed to the Toggle login page to enter their existing email and password.
How do users with access to multiple Toggle accounts switch between each account?
If a user has access to multiple Toggle accounts (for example a single company with multiple brands or if you are an agency looking after multiple accounts on behalf of your clients), Toggle allows you to access multiple accounts from a single login.
Once a user is linked to multiple accounts, they can switch between accounts using the 'Brand' drop down menu on the Toggle dashboard.
You'll know which account you're on based on the name of the account found in the top left corner of the dashboard.
How do I change an existing user's role?
Log in to Toggle
Click on Settings > Team (if you can't see 'Team' then you're not a Store Owner)
Manually look for the user on the list (or click one of the search filters to find them)
Click the 3 vertical dots to the right of the users details
Then click the 'edit' link
Then select a new role from the drop down menu (see role details here)
How do I change a user's mobile number for 2-factor authentication?
Log in to Toggle
Click on Settings > Team (if you can't see 'Team' then you're not a Store Owner)
Manually look for the user on the list (or click one of the search filters to find them)
Click the 3 vertical dots to the right of the users details
Then click the 'Reset Two-Factor' link
Click 'reset' again when prompted
After this, when that user next logs in to Toggle they'll be prompted to enter a new mobile number.
How do I know if a user has logged in?
Once a new user has logged in you'll see a date and time they last logged in on the Settings > Team page. If there's no date here, they haven't logged into Toggle before - so you might need to use the 'resend invite' button, or give them a nudge!
If a user has not logged in for a long time, you might need to consider removing them as a user.