This article serves as a guide to creating user accounts. In Logiwa, users are the individual accounts of those who take part in your operations. Users take on roles that control what they can and can't access when using Logiwa, and you'll be setting roles for users as you create them, so you'll want to make sure your roles are set up before this step.
Step-by-Step Guide
First, navigate to the Users screen.
If you have trouble locating this screen, please use the Search option on the menu bar.
Click on Add User in upper right corner.
The Add User sidebar will open. Enter the information for this user. Explanations for the available fields are below.
Field | Description |
First Name* | User's given name. Required. |
Last Name* | User's family name. Required. |
Email* | User's contact email. Required. |
User Type* |
|
Password* |
|
Confirm Password* | Confirm the password for this account. Required. |
Status | Set the user to Active or Inactive in the system. Defaults to Active. |
Click Next to move to the Roles tab.
Use the checkbox to the left of an available Role Name column to select a role to add to this user. You can multi-select roles.
Click Assign to assign these roles. You can also use the Unassign button to remove roles that have been assigned.
After assigning the necessary roles, click Next to move to the Warehouse tab.
Select a warehouse or warehouses from those available and click Assign to apply them. You can also use the Unassign button to remove warehouses that have been assigned.
Click Next to move to the Client tab.
In this section, you have two options:
All Clients: Select this to give this user access to all current AND future clients.
Select Manually: Select this to manually choose the clients this user can access.
Click the checkbox next to the client you wish this user to access, then select Assign.
You will receive a confirmation message when the user is added successfully.
Please keep in mind that two different users with the same credentials cannot be logged in at the same time. If this is attempted, one of the login sessions will be logged out after receiving a warning pop-up.
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