Creating accounts and logging in
Creating warehouse user accounts for Mintsoft are done on Access Evo. Once setup the warehouse user can login to Mintsoft through om.mintsoft.co.uk and authenticate themselves using Access Evo.
How do I migrate an existing user to Access Evo?
If you have an existing user account created directly on Mintsoft, not Access Evo, you must delete the user from Mintsoft and recreate it on Access Evo, this is required for certain features like the use of the Access Mintsoft app. Another Warehouse Admin must complete these steps:
Within Mintsoft, click Settings then Warehouse User Accounts.
Next, search for the user that needs to migrate.
Click Actions then Delete.
Once deleted, please continue with one of the methods below.
Prerequisite - Password requirements
When setting a password, Mintsoft has the following requirements:
Password length must be at least 12 characters long.
Cannot include such words as: password, access, mintsoft, admin, test, 1234, p@ssword.
Must contain one uppercase letter and a number.
Add a Warehouse user - With an Email Address
The Add User button has been removed from Mintsoft, customers are required to add new Warehouse Users on Access Evo. To add a new Warehouse account for Mintsoft using an email address, please do the following:
Log into Access Evo.
Click the Members icon.
Click Add then click Using an email address.
Select one of the following -
Add members in bulk: If you have a lot of members to add, use this option to enter multiple email addresses at once, separated by a comma or space.
Add members individually: Use this option to enter the name, email address, and organisation role of each member individually.
The organization's role determines whether the new member is an administrator on Access Evo or an end-user.
You can enter a personalized message to include in the sign-up email if required.
Click Add.
Check the following password requirements -
Password length must be at least 12 characters long.
Cannot include such words as: password, access, mintsoft, admin, test, 1234, p@ssword.
Must contain one uppercase letter and a number.
Add a Warehouse user - Without an Email Address (Username)
To add a new member without an email address and instead with a username (Beneficial for pickers, packers, and temporary staff) you will first need a Friendly URL (If you already have a Friendly URL skip to Step 5), once this has been done, please follow the below steps to learn more:
Log into Access Evo.
Click Organisation Settings then General.
Click Create a Friendly URL.
More information regarding this can be found in our Friendly URL article.
Save changes.
Log out and then back into Access Evo.
Click Members icon.
Click Add then click Using a username.
Enter the following:
First name.
Last name.
Username - this must be unique.
Select the user's role.
Check the following password requirements -
Password length must be at least 12 characters long.
Cannot include such words as: password, access, mintsoft, admin, test, 1234, p@ssword.
Must contain one uppercase letter and a number.
Note: To import a larger number of members from a spreadsheet with roles assigned, you can import in bulk.
Applying the Mintsoft role to a Warehouse user
Once the invite has been accepted to join the Evo and the account has been created, you will need to apply the Mintsoft role to the user:
Log into Access Evo.
Click the Members menu.
To find a member, in the Search field, type the person's name.
Click the three dot menu at the top right of the member's name card.
In the Manage Roles list, select the relevant role for Mintsoft:
Selecting User won't apply any Mintsoft-specific roles/ permissions.
Selecting Admin will apply all Mintsoft-specific roles/ permissions.
Click Save.
Amending roles and permissions for Warehouse User Accounts
Once the Warehouse User Account has been created and the Mintsoft role has been added, you can then add Mintsoft-specific roles and permissions. To add or amend a warehouse user accounts roles and permissions within Mintsoft, please do the following:
Within Mintsoft, click Settings then Warehouse User Accounts.
Find the relevant user and click Actions.
Click ManageRoles then select the relevant permission.
Click Update.
Using the Courier Print Tool
To log into the Courier Print Tool, you will need to know the following:
Enable the Print Using Courier IntegrationTool user setting.
In Mintsoft click Settings then User Settings.
Set Print Using Courier IntegrationTool to ON.
Click Save.
Your Email Address used in Access Evo OR your Mintsoft Username (If setup as a username member on Access Evo, or if you were added directly into Mintsoft historically).
A Mintsoft Password. The Courier Print Tool does not support Access Evo logins so you will need a direct Mintsoft Password.
In Mintsoft click Settings then Change Password.
Enter the password you wish to use for the Courier Print Tool.
(Evo/Workspace login only) Organisation Name. Details to obtain this found below.
Note: You must always to be logged in to Mintsoft and the Print Tool with the same account. For more information, please review our Courier Print Tool help guide.
Two Factor Authentication
To set up Two Factor Authentication when logging into Mintsoft via Access Evo, please review our help guide.
User Role Templates
To learn more about User Role Templates, please review our Admin User Types help guide.