Sugarwish Knowledge Base Our Products Gift Ideas Corporate Gifting Submit a Ticket Corporate Gifting Gift Cards What is Sugarwish Premium? How to Add and Save Contacts for Future Gifting How to Update Your Sugarwish Account Email Address Adding and Managing Users Adding a Survey to Your Sugarwish Gift API Integration with Sugarwish Saving Favorites Bulk and Volume Discounts Do you have custom branding options? Corporate Account Full Walkthrough How to Reset Your Sugarwish Account Password

Adding and Managing Users

With a Sugarwish Corporate Account, you have the flexibility to invite and manage multiple users, granting them different access levels. This article will walk you through the process of adding, editing, and deleting users on your account, as well as explaining the differences between Company Users and Company Admins.

Add/Manage Users

To add or manage users on your account, follow these steps:

Accessing Account Options

Start by visiting your Happiness Dashboard and click on 'Account Options' Then, select 'Users' from the options.

Inviting a New User

To invite a new user, click the '+Add User' button. Enter the invitee's Full Name and Email Address, and choose their Access level: Company User or Company Admin. (Refer to the section below for details on the different access levels.) Finally, click 'Invite' to send the invitation to the provided email address.

Editing an Existing User

To make changes to an existing user, locate their name and click the pencil icon next to it. You can then update their name, email address, or access level as needed.

Deleting a User

If you wish to remove a user, simply click the trash can icon next to their name.

Company Users vs. Company Admins

The permissions granted to Company Users, as well as Company Admins, depend on the current Payment Term Settings. These settings can be managed in the 'Payment Options' section of your Account Options.

Company Users

Pay as Account:

  • Can only view their own orders

  • Can purchase credit for themselves

  • Can choose to use a different payment method during checkout

Pay as User:

  • Can add their own payment methods

  • Can view only their own credit cards

  • Can purchase credit for themselves (excludes Pay at Month's End accounts)

  • Can view only their own invoices

Company Admins

Regardless of Payment Term Settings, a Company Admin can:

  • Manage users by adding, deleting, or transferring credit

  • Configure Email Notifications

  • Customize Make-A-Wish Settings

  • Enable International Shipping

  • Request updates to Payment Term Settings

Company Admins may also have additional permissions based on the current Payment Term Settings: 

Pay as Account

  • Can add payment methods through Account Settings

  • Can view orders by all users

Pay as User:

  • Can add their own payment methods

  • Can view only their own credit cards

  • Can purchase or transfer credit for all users (excludes Pay at Month's End accounts)

  • Can view orders from all users


If you have any further questions or need assistance, please don't hesitate to reach out to your designated Gift Concierge or our Happiness Squad by clicking a chat icon or submitting a ticket.