- Navigate to Admin, and select “Users” from the drop down menu.
- To manage an existing user, select the “Edit User” icon that is to the left of the User.
- To create a new User select “New User”
Complete all required fields
- Full name
- Select Warehouse (Default is selected)
- Enter a log in name and Password. Confirm password.
- Enter user’s email
- Select the Roles the user will need/have in Allocadence ** Roles determine the level of access and permissions user will have. Any amount of check boxes may be selected, the higher tiers will grant the access of their child tiers. Individual child tiers can also be checked or unchecked.
- Save the new User
- To manage an existing User:Edit required fields
- Full name
- Assigned warehouse
- Password
- Email and contact info
- User roles and access levels
- Secure Key ** This is not a required field. Used for integrations with compatible sites and software.