Stockagile allows you to register multiple users with different roles and locations. For example, you can create a Retail Manager user who can perform functions that a Retail Vendor user cannot. At the same time, you can specify which stores they manage, ensuring they cannot carry out these operations in stores they do not oversee.
Requirements to create a user
The user must have the role of OWNER. You can view the different types of roles in the User Role Types section.
Steps to create a user
Open the MORE menu in the left sidebar, click CONFIGURATION and access the USERS option:
In the list of users, click on the + NEW USER button located at the top right:
Fill in the following popup data.
Username: User that you will use to enter the program.
Password: Password you will use to enter the program.
First Name: Employee's name.
Last name: Employee's last name.
Phone number: Contact telephone number (optional).
Email: Mail where the user will receive notifications and documents. It can be personal or corporate and used by several users.
Role: Type of permissions that the user will have, It can be a default role or a custom role (you can decide which specific permissions it has and based it from a default role). The types of defaultrole will be explained later.
Warehouses: List of warehouses or stores to which the user will have access, whether to sell, accept transfers, etc. Note: If no store is assigned to a user, it means they have access to all stores.
Legal entities or franchises: Assigning a franchise or legal entity to a user in Stockagile limits their access to specific data and functions, enhancing security, organization, and report customization according to the company's structure.
Default language: Spanish, Catalan, English, or French. The language can be changed in the Configuration menu.
PIN: Indicates a PIN number in case you want to maintain the privacy of different users. If left blank, no PIN will be required at any time.
Identification number: VAT or ID document of the user.
Get notifications: If you activate this option, the user will receive notifications informing of different events (new sale, stock movements...). More info in this article.
Address: User's address details (Address 1, Address 2, City, Postal code, and Country), all optional.
At last, click on the ADD USER buton located on the bottom right part of the pop-up.
⚠️ Note: Adding a new user is a paid feature if it is not included in your plan; the popup will show you the additional cost that will be added to your current subscription before you confirm the creation.
Step 4: Adding a new user pop-up
Default role types
Owner: You have access to all program functions.
Retail Vendor: Has limited access, with the basic functions to sell in store.
Retail Manager: You have full access to the store module management functions, invoicing, stock editing, etc.
Wholesale Vendor: Limited access, with basic wholesale functions.
Wholesale Manager: You have full access to all the functions necessary to manage the warehouse and make wholesale sales.
Products Editor: You have the limited access to be able to log into the system and edit product data such as name, prices and descriptions.
Inventory Manager: You have full access to inventory and warehouse management functions, without access to sales or invoicing.
Ecommerce Manager: It has limited access, with the necessary functions to manage ecommerce channels, both retail and B2B.