Admin users can create staff accounts and grant permissions. Give each person only the access needed for their work, then test the account before go-live.

Add a warehouse user

1. Open Users under the Administrative menu.
2. Select the option to add a user.
3. Enter the user’s name, email, and role.
4. Save the account.
5. Open the user’s permissions and enable only the required modules and actions.

Permission guidance

• Use named accounts so activity can be traced to the correct person.
• Separate administrative access from daily operator access.
• Limit client access to the clients the user supports.
• Review permissions after role changes and remove access promptly when a user leaves.
• Test scanner operators in the mobile app before assigning live work.

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Able to sign in does not mean correctly configured. Confirm the user can complete required tasks and cannot access restricted clients or administrative functions.

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For customer access, use Setup your Client Portal.

<aside> <img src="/icons/checkmark_blue.svg" alt="/icons/checkmark_blue.svg" width="40px" /> FAQ

• How do I add new users?
• How do I grant permissions to a user?
• How to create an operator account for mobile scanner?
• Update user’s password?
• How do I create and manage my customer’s portal account?

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