Users with Admin access can manage company information and users through the Settings menu in the GreenDeal Retailer Portal.
🏢 Update your Company Details
Contact Details
To update your company contact details:
Open Settings.
Select Company Details.
Under Contact Detail, click “Edit”.
Update the required information and submit your request.
GreenDeal will review your request. Once verified, your contact details will be updated.
🏦 Bank Details
If your Bank Details are incomplete, you can complete them online:
Go to Settings → Company Details.
Under Bank Detail, click “Edit”.
Complete the required information and submit your request.
📌 If your Bank Details have already been completed and you need to make changes, please contact accounts@greendeal.com.au, as any updates to existing bank details must be verified for security reasons.
👥 Add or Manage Company Users
Users with Admin access can add and manage users under the company account.
To add a new user:
Go to Settings → Users.
Click “Create a User”.
Enter the user's Email, Username, Password and Password Confirmation.
Select the appropriate Role:
👑 Admin – Full access to all available functions and settings, and can view all Jobs created by Retailer users under the company account.
👤 User – Standard access and can only view and manage Jobs created by themselves. The Settings menu is not available to User accounts, so they cannot access or update company-level settings or information.
👁️ Viewer – View-only access and cannot edit information or create Jobs.
Click “Submit” to create the user.
Once created, you can provide the new user with the Email/Username and Password you entered so they can log in to the GreenDeal Retailer Portal.
✏️ Manage an existing user
Go to Settings → Users and click the Edit icon next to the relevant user.
📌 Note: Please select the appropriate Role carefully, as each Role has different access permissions.
💬 Need help?
If you have any questions or issues, please contact our Customer Support team via Live Chat or call 1300 951 666.