Guides

User Management

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Users Module

The Users feature is available to Admin.

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

Table actions include the following:

  • Checkbox selection
  • User (hyperlink to Manage User ; described 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)

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)

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
  • More Filters:
    • To Date

Link to Main Page

Main Page -- User Management

Updated 3 months ago