Overview
Users are employees with login credentials and are also referred to as teammates. Only admins can add and manage users. In this article, we’ll go through how to add a new user to the system.
Add a User
Click Management in the top menu.
In the left menu, click Access Control and select Teammates in the submenu.
Click the blue plus sign in the top right.
The New Team Member page will open. Any fields with an asterisk (*) are required to create a new user. There are fields for the following:
First Name - The user’s first name.
Last Name - The user’s last name.
Email - The email address that will be used to communicate with the user and tied to their account.
Login - This is the username they will use to log into the system. You should create a naming scheme for your organization, for example a user’s first initial and last name Jane Doe would be jdoe.
Credentials - A space to enter any relevant professional credentials held by the user.
Certifications - A place to enter any certifications earned by the user.
Available for Scheduling - Check this box if the user has a schedule you want in the system.
There is a Tags section where you can create quick labels to add to a user profile. You can use tags when searching for users.
Existing tags will pop up when you start typing in the field, click to select one.
To create a new tag, type the value and then click Add new tag below.
You can have multiple tags associated with a user. To remove a tag, hit the X to the right.
The Inventory section is optional and determines which inventory location a user will pull from if they work with orders. Start typing in the field and then select the correct location.
The Organization Locations section is optional. If locations are assigned to the user actions such as default inbox location will default.
When you’re done, click Save in the bottom right.
The next step is to Assign User Roles and Permissions.
You can also add a user to a team to make assigning tasks easier! See the article Manage User Teams for more information.