User Setup
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1. In order to get to the user settings, please click on the settings icon from the left bottom corner, then head to the User Setup menu through the right bottom corner.
2. Here on this page, you can display all of the users that are registered in your system, and edit their accounts if desired.
3. In order to create a new user, please click on the New User button through the right top corner.
4. Through this page, you can fill out the information and create new accounts. Each option is explained below the picture.
- Name: A name must be given to every account.
- Email Address: The user will be logging into the system through the given email address here.
- Level: Permission level for the user. Each of the options is explained below:
- Administrator: Has access to everything. Can edit and manage every piece of the system.
- Supervisor: Has access to almost everything.
- Orders
- Inventory
- Despatch
- Quick Shipment
- Picking
- Packing
- Shipment History
- Warehouse
- Assembly
- Sort Plant
- Locations
- Dashboard
- Purchasing
- Contacts
- Reports
- Settings (Only limited to General Settings (Printing only), App Store and User Setup. A supervisor can see all the users in the system but can only edit it's own account.)
- Picker & Packer: Has access to several pages.
- Orders
- Despatch
- Quick Shipment
- Picking
- Packing
- Shipment History
- Warehouse
- Sort Plant
- Dashboard
- Packer: Only has access to the Quick Shipment page alone.
- Despatch
- Quick Shipment
- Despatch
- Password: The login password for the user.
- Assigned Warehouses: Users can be limited to access specific warehouses.
- Access Support PIN: Obsolete, to be deleted.
- Barcode Login Active: Turns on/off the barcode login support. The user can login through scanning a barcode instead of entering the password.
- Barcode Number: If the barcode login is turned on, the barcode number must be entered here.
- RFID Login Active: Turns on/off the RFID card login support. The user can login through scanning an RFID card instead of entering the password.
- RFID Number: If the RFID login is turned on, the RFID card number must be entered here.
- Account IP Whitelist Active: If turned on, the system only allows access from a specific IP address, or addresses.
- Account IP Whitelist: Right below the box, your current IP address is displayed. That is the number you need to enter if you turned it on in the above setting. This will give access to the current account only from the current terminal/computer. In order to allow access from other devices, you need to find their IP address and enter it here.
Once you're done configuring the settings for the account, head to the Create User button to finalize the process.