System Configuration

User Setup

System Configuration
December 21, 2023
Add, edit, and disable users.

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.

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