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How to Add Users to your Hello Retail Account

In this guide, you can read and learn about how to add more users to your Hello Retail account.

If you would like to share access to your account dashboard with other people—such as an external agency or a colleague—you can easily invite them as new users.

With this, it is also possible for a user and/or agency with multiple connections to different companies to access various dashboards of these companies under 1 email.

Login

To get started, log in to your Hello Retail account and navigate to the correct company dashboard.

  1. Log in at my.helloretail.com.
  2. From the Accessible companies overview, click on the company you want to manage under the Websites column.

Adding Users Through Invites

  1. From the dashboard, click your account logo in the top right and select Users from the drop-down menu.

  2. Scroll down to the Users with access section and click Invite new user.

  3. In the pop-up window, enter the email address(es) of the person you want to invite and click Send invite. This video shows steps 1 to 3 for adding more people to the account through invites.

  4. The invited person will receive an email with a link to accept the invitation. This link will direct them to the Hello Retail sign-in/sign-up page.

  5. While the invitation is pending, the user will appear in the Users with pending invitations list.

  6. After accepting the invitation, the new user will be prompted to either sign in or create a new account.

  7. Once they complete the sign-in or sign-up process, they will appear in the Users with access list.

Two different scenarios with signing in or signing up:

  • Scenario 1: If the person already has a Hello Retail account, they should sign in with their existing credentials.
  • Scenario 2: If the person is new to Hello Retail, they will need to sign up by filling in the required fields.

Deleting a Pending Invitation

If an invitation is no longer needed, you can delete it:

  1. In the Users with pending invitations column, find the user and click Delete invitation.
  2. Confirm the deletion in the pop-up. The invitation will be removed, and the user will not be notified.

Revoking User Access

If a user no longer needs access, you can revoke their permissions:

  1. In the Users with access column, click on the user's email.
  2. In the pop-up, click Revoke access. The user's access will be removed immediately, and they will not be notified.

Transferring Account Ownership

You can transfer ownership of the account to another user with existing access:

  1. From the Users overview page, click the Transfer ownership button.
  2. Select the new owner from the list of users in the pop-up.

If you have any questions in regards to this guide, please feel free to contact Support or your designated account manager.