User Management

Users Module

The Users feature is available to Admin only.

The Users feature can be accessed by clicking on the user name at the top-right of the screen and selecting “Configuration.”

Users are displayed in a table with the following information:

• User name (hyperlink)
• Email address

Users can be searched/filtered by:

• Search (keyword)
• Role (dropdown; multi-select checkboxes):
  • Accounting
  • Admin
  • Delivery Specialist
  • Sales Manager
  • Salesperson
  • Warehouse Specialist
• License (status; dropdown):
  • Any
  • Yes (default)
  • No

Table actions include the following:

• Checkbox selection
• User (see Manage User below)
• Edit User (same as above)
• Ellipses (button) - if selected, the following dropdown options are displayed:
  • Edit User
  • Send Password Email
  • View Access Logs (displays respective user's login access information; see description in Access Logs below)

Manage User

Selecting a user’s name or “Edit User” will display a “Manage User” side panel with the following fields:

General Info:

• Email (required; cannot edit)
• First Name (required)
• Last Name (required)

License:

• License (checkbox to activate or deactivate user)

Settings:

• Account Manager (required; dropdown; gives access to control users):
  • Yes
  • No
• Roles (dropdown; multi-select checkboxes)
• Phone Extension ID (integration)
• Phone Extension Number (integration)

ERP User Ids:

• Company Name:
  • Company (required; dropdown)
• ERP User ID:
  • External ID
• Delete (trash can icon)

📘

Users can have multiple ERP User IDs, and additional ones can be added by selecting “+ Add ERP User Ids.”

• Warehouses (multi-select dropdown)
• Groups (multi-select dropdown; searchable)
• Teams (multi-select dropdown)

Access Logs

Admins can view users’ login access information by selecting the “Access Logs” button located in the top of the display. Once selected, the following information is displayed in a table:

• Date, Time
• User, Email
• Delegate As
• IP Address
• Last Login (Mozilla version/Platform-OS version/rendering engine-version/browser-version)

Access Logs can be searched and filtered by the following:

• Keyword search
• Last Name
• Email
• From Date
• To Date