User Setup

Administer Users

1. Navigate to User → Account User Management.

Adding a New User

1. Click Add User.

2. Fill in the required fields:

• Username (must be an email address)
• First and last names
• Password (must be at least 8 characters long and include a letter, a number, and a special character)
• Confirm Password
• Role
• Company
• Facility

3. You can create Tags to identify groups of users in the system. You can use tags to set up automation, such as auto-generating a pick task and then assigning it to a random user with a specific tag.

4. If this is a 3PL user, select Only Allow Access to the Client Portal.

5. To assign this user to a specific customer, click Add in the For Client Portal Account section.

6. Select the Customer from that list.

7. Click Save.